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 filter applied to the flow trigger. This component is only available for metric-triggered flows.

A Trigger Split 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.

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 YES and NO paths appear below it.

If you insert a Trigger Split midway through 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 Flip Split.

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, choose a dimension you want to base your split on, then choose your value.

As you set the conditions for your split, keep in mind recipients who meet your conditions will go down the YES path and those who 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 are automatically queued in the Waiting tab for the first step. When an individual reaches a split in a flow, they will wait at this split until the scheduled evaluation time arrives. After a recipient is evaluated at a Split, they will then be scheduled for the first step down the appropriate YES or NO path.

You can click on any Trigger Split and see who is queued to be evaluated, along with the scheduled time of this evaluation. Recipients are scheduled for these components based on the time delay directly before it.

You will also see a snapshot of how many people are waiting and how many have been evaluated to go down the YES and NO paths.

To dive deeper into these metrics and view who, specifically, is 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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