Add a Trigger Split

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Overview

A Trigger Split is a component in the visual Flow builder that creates two distinct paths in a flow, branching based on a defined characteristic of the Flow Trigger.

This component is helpful if you want to create a single flow based on a given activity (i.e. Checkout Started) but then curate different content for recipients based on characteristics of that activity (i.e. the Cart Value). 

For example, for an Abandoned Cart flow triggered by a Started Checkout event, you can use a Trigger Split around Cart Value -- where high value cart abandoners receive a discount, and lower value cart abandoners do not:

Note that this component is only available for event-based flows.

Add & Configure a Trigger Split

To add a new Trigger Split into a flow series, drag the Trigger Split component from the sidebar and drop it where you would like to create this split. After you drop the Trigger Split into your flow, you will automatically see a YES and NO path appear below it.

Note

If you insert a Trigger Split mid-way into a flow, by default all components below that point will be placed on the YES path. If you'd like to automatically swap all components on the YES and NO paths of your split, click the Settings icon (three dots) and choose "Flip Split" option.

In the lefthand sidebar, you will be able to define the logic for your Trigger Split. All key details related to your flow's trigger metric will be available for use in this split. First you will choose a dimension you want your split to be based on, and then choose your value.

As you set the conditions for your split, keep in mind recipients that meet your conditions will go down the YES path and those that don't meet the conditions will go down the NO path.

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View Trigger Split Activity

When individuals enter your flow, they will automatically get queued up for all emails and split components in your series based on the Time Delays you've set. If you've placed a Time Delay before a split, recipients will wait at this split and not get scheduled for any emails below it. After a recipient gets evaluated at a split, we will then schedule him/her for emails down the YES or NO path as appropriate.

Just as you can click on any email and see who's waiting to receive it -- along with the scheduled time the email will send out -- you can click on any Trigger Split and see who is queued up to get evaluated, along with the scheduled time for this evaluation. Recipients are scheduled for these components based on the Time Delay directly before it.

If you select any Trigger Split, in the lefthand sidebar you will see a snapshot count of how many people are waiting and how many have gotten evaluated YES and NO.

To dive deeper into these statistics, and view those falling into these buckets, click View all Activity. You will be taken to an Evaluation Activity page. To return to the main flow canvas, click Done in the upper righthand corner.

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