What are Criteria?
Criteria blocks are used to create branches within your automation so that different actions can be executed based on information about contacts (eg: Send one email to VIPs and a different email to Non-VIPs). Think of criteria as a series of funnels that slowly whittles down your large database of contacts into the precise group that you wish to target.
A very common criteria to use is "Contact Field", which asks the automation to search your database based on details you hold about contacts. So you can find out how many customers have a birthday in March, or signed up to your newsletter in the last week, and send them an email.
Each criteria will present a Yes or No option underneath them, which defines the way the automation moves through the flowchart builder. You can leave unused options blank if you don't have a specific action in mind.
Available list of criteria and their definitions:
| Criteria Name | Definition |
|
Contact Field |
Searches a contact's fields for a specific parameter (e.g. date of birth, tags). It functions similarly to a regular search of your database. All Contact Fields (including custom fields are available for use within this block). |
| Contact Added | Defines the time period in which a contact was added. The range can be set in the past, present or future. |
| Contact Updated | Same as 'Contact Added' but for existing contacts that get an update. |
| Contact in Segment | Check if the Contact is part of an existing segment. |
|
Campaign Sent |
Searches to see if your contact has been sent a specific campaign. Applies to Email and SMS. |
| Campaign Reply | Searches the specific campaign folders and filters any contacts that replied one of the campaigns within the folder. |
| Email Sent | Similar to 'Campaign Sent' except only targeting email campaigns. |
|
Email Reply |
Similar to 'Campaign Reply' except only targeting email campaigns. |
|
Email Opened |
Searches email campaigns in a specific campaign folder to see if any contacts opened the email sent to them. |
|
Email Clicked |
Similar to 'Email Opened' but it checks to see if any contacts clicked a link within the email. |
|
Email Bounced |
Searches email campaigns in a specific campaign folder for any emails that bounced (email not delivered) on a contact. |
|
SMS Sent |
Similar to 'Campaign Sent' except only targeting SMS campaigns. |
|
SMS Reply |
Similar to 'Campaign Reply' except only targeting SMS campaigns. |
|
Delivered Email |
Similar to 'Email Sent' except only for confirmed deliveries (no bounces). |
|
Delivered SMS |
Similar to 'SMS Sent' except only for confirmed deliveries (no bounces). |
|
Delivered Campaign |
Similar to 'Campaign Sent' except only for confirmed deliveries (no bounces). |
|
Webform Submitted |
Searches to see if the contact submitted a specific webform in a period of time. |
|
Date Time |
Provides a filter for the current date & time. For example: You can use this to allow the automation to proceed to the "YES" branch only on Wednesdays between 3 - 5pm. Another use could be that you would like the automation to perform different actions on the Weekend. |
|
Visit Added |
Searches to see when a contact visited a specific location. |
|
Visit Updated |
Similar to 'Visit Added' but for additional visits for existing contacts. |
|
Visit Deleted |
Similar to 'Visit Updated' but if a visit ever gets removed from a contact's profile. |
|
Purchase Added |
Searches to see when a contact purchased anything from the storefront. |
|
Purchase Updated |
Similar to 'Purchase Added' but for additional purchases. |
|
Purchase Deleted |
Similar to 'Purchase Updated' but if a purchase ever gets removed from a contact's profile. |
|
Visit Field |
Similar to 'Contact Field' but for booking details instead. Able to search a contact's information about details when they visited a location in a period of time (e.g. Feedback Score, # of guests). |
|
Purchase Field |
Similar to 'Contact Field' but for purchase details instead. Able to search a contact's information about details when they visited the storefront in a period of time. (e.g. Item quantity, purchase amount) |
|
Voucher Assigned |
Searches to see if a contact is ever assigned a specific coupon or voucher in a period of time. |
|
Voucher Redeemed |
Searches to see if a contact has ever redeemed a specific coupon or voucher in a period of time. |