How to Use Goals and Conditional Splits in an Automation

Using goals and conditional splits within your automation is a great way to send your customers down a highly targeted and personalized path based on their actions. 

  • Goals: Move contacts ahead to a different point in the automation once the goal is reached.
  • Conditional Splits: Specify the path contacts will take within your automation based on conditions or rules. 
Please Note

If you delete a goal or conditional split from your automation, any steps below it will also be deleted. This action is not reversible.


Goals

When you add a goal to your automation, your contact will jump to that step once they meet a certain condition (or conditions). 

Goals check to see if contacts meet the criteria once an hour for a week (unless otherwise specified).

Once a goal is reached, it will skip any action not yet executed and proceed immediately to the next action.

Adding a Goal

To add a goal to your automation, follow these steps: 

  1. Choose where in your automation you'd like to place your goal and click the "+" icon to add the step
  2. In the window that populates to the right, choose Goal

  3. Name your goal, and select the conditions you'd like the goal to check for. In this example, the goal will check for contacts who have opened any of the email campaigns within this automation: 

  4. You can also add more conditions if you'd like the goal to check for multiple things:
    • The Add "Or" Condition button means that if you add another condition here, the goal will be reached if a contact fulfills either condition
    • The Add "Add" Condition button means that if you add another condition here, the goal will be reached when the contact fulfills both conditions
  5. Next, select what you'd like to happen if the goal is reached. If you have additional steps in your automation after the goal, you can either have the contact proceed to the next action or have them skip down further to a specific step. 

  6. Select what you'd like to happen if the goal is not met by the time the contacts reach this point of the automation. You can have the contacts sit and wait for a certain amount of time while the goal checks for the conditions to be met, have the contacts just continue on anyway through the rest of the automation, or end the goal. 

  7. Set the maximum wait time for the goal to check for the conditions. If the goal has not been achieved by the time the contact reaches this step in the automation we will stop checking after the max wait time selected

And that's it! You can continue to add steps before or after the goal, and the automation will continuously check your subscriber's activity for this action.


Conditional Splits

Conditional splits can be used to choose the path your contacts will take based on an action (or inaction).

Splits check to see if contacts meet the criteria once, at the time the action is reached.

Depending on whether or not they meet the conditions, your contacts will be automatically directed down a Yes path or a No path within your automation.

Please Note

If a conditional split is added immediately after certain actions, the system automatically adds a wait time to allow those functions to take place before the split verifies conditions:

  • Send an Email - 24 hour wait
  • Add Tag - 1 hour wait
  • Subscribe to a List - 1 hour wait

Adding a Conditional Split

To add a conditional split to your automation, follow these steps: 

  1. Choose where in your automation you'd like to add your conditional split and click the "+" icon to add the step
  2. Choose Conditional Split from the menu

  3. Select the condition that you would like the split to check for. In this example, the split is checking if your contacts have opened any of the campaigns within this automation:

  4. You can also add more conditions if you'd like the conditional split to check for multiple things:
    • The Add "Or" Condition button means that if you add another condition here, the goal will be reached if a contact fulfills either condition
    • The Add "Add" Condition button will add an additional condition that must ALSO be met. So, if you add another condition here, the contacts will travel down the "Yes" part of the path when both conditions are fulfilled
  5. You can now add the next steps in your automation depending on whether or not contacts have met the set conditions. If the contact has met the condition(s), they will continue to travel down the "Yes" branch of the automation. If they have not met the condition(s), they will travel down the "No" branch

And that's it! The automation will sort your contacts down the Yes or No path based on their actions or behavior when they have reached this step.


Additional Resources

For a more in-depth explanation and overview about creating an automation within Sendlane, please see our automations help doc.

If you hit any roadblocks, you can also get in touch with our team of email marketing automation experts right here!

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