Configure events and conditions

Events in a journey are a user event, also known as entry trigger, wherein the customer enters the journey based on any transactional or non-transactional activity (behavioral events). You can further add conditions based on the selected event to define which customers qualify to enter the journey. With the help of user events, brands can include multiple paths within a journey depending on customer activity.

There are two types of user events -

Transactional events - This refers to customer activity related to a purchase, transaction, registration, or coupon redeemed which can be used to trigger or personalize customer journeys. When adding a transactional event, the brand must select specific events that define when customers will enter the journey.
Behavioral events - This refers to user activities that can be tracked and used to trigger or personalize journeys. These events include both standard events and custom events.
1. Standard events are predefined and based on common attributes such as price, quantity, productType, cardId, and productName.
2. Custom events can be created to track specific user actions that are not covered by standard events. For steps to create custom events, refer to the Add and Map Custom Event documentation.

You can also use behavioral events to define conditions, filter your audience, and create different journey paths based on user behavior.

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Notes

Newly created Behavioral Events (BE) will appear in the Journeys dropdown one day after creation.

When configuring a Behavioral Event, make sure to select the “Loyalty” checkbox.

Adding transactional events

To add a transactional event perform the following:

Create a new journey.
On the journey canvas, select Entry Trigger.
Choose User Event as the type of entry trigger.
From the Who have performed the event drop-down, select the event type Transactional.
From the list of available transactional events, select the one that best matches the action you want to trigger the journey. The table below lists the available events along with their descriptions.

Event condition	Description
Current transaction	Checks when a user enters into a journey when a transaction is completed.
Customer registration	Checks when a user enters into a journey based on the customer registration event. Configure the associated rules and actions as needed.
Coupon redeem	Checks when a user enters into a journey when a coupon is redeemed . Use this event to configure actions based on coupon redemption.
Target enrollment	Checks when a user enters into a journey when they are enrolled in a target .
Target value achieved	Checks a user enters into a journey when the predefined target value is achieved .
Partner program linked	Checks when a user enters into a journey when they are linked to a partner program .
Promotion issued	Checks when a user enters into a journey when a promotion is issued to them .
Customer update	Checks when a user enters into a journey based on the customer update event.
Reward issued	Checks when a user enters into a journey whenever a reward is issued .
Points issued	Checks when a user enters into a journey when points are issued .
Coupon issued	Checks when a user enters into a journey when a coupon is issued .
Tier upgraded	Checks when a user enters into a journey their tier is upgraded .
Tier downgraded	Checks a when user enters into a journey when their tier is downgraded .

Adding behavioral events

To add behavioral events perform the following:

Create a new journey.
On the journey canvas, select Entry Trigger.
Choose User Event as the type of entry trigger.
From the Who have performed the event drop-down, select the event type Behavioral.
From the list of available behavioral events, you can either select from the existing custom events (if they meet your requirements) or create your own custom events.

Adding conditions in user event

Conditions in a User Eventallow you to define which customers can enter a journey based on specific criteria. For example, if you want to send an engagement offer only to customers who haven’t made a purchase in the past month, you can set a condition to include only those customers. This ensures that your journey targets the right audience.

You can set conditions based on either Transactional Events or Behavioral Events. When you select a Transactional Event, a list of available events appears from which you can choose the specific customer action to track. Similarly, when you select a Behavioral Event, you can choose from relevant customer interaction events to define your entry conditions.

Adding conditions for transactional events

To add conditions for Transactional Events, perform the following:

Create a new journey.
On the journey canvas, selectEntry Trigger.
Choose User Eventas the type of entry trigger.
From the Who have performed the event drop-down, select the event type Transaction event.
Select +Add entry paths to define further criteria for the customer to enter the journey.
Select +Conditions to add further conditions. For transactional event type you can define conditions using three key attributes that segment and direct customers through different paths based on specific characteristics or purchase details, such as loyalty status or engagement patterns. The table below lists the available attributes along with their descriptions.

Customer profile

Condition	Description
Customer's segments	Check if the customer belongs to a specific segment or cluster (such as a behavioral or demographic group).
Lifetime points	Check if the customer’s total accumulated loyalty points (lifetime points) meet a specified threshold.
Lifetime transaction amount	Check if the customer’s total spend (lifetime purchase value) reaches a defined amount.
Customer extended fields filter	Check if a customer’s profile contains a specific value in an extended field.
Linked supplementary program	Check if the customer is linked to a specific supplementary or partner program.
External ID	Check if the customer’s profile matches a specific external ID or pattern.
Customer custom fields filter	Check if a customer’s profile contains (or does not contain) a specific value in a custom field.
Current points balance	Check if the customer’s current balance of redeemable points meets a specified condition.

Transaction profile

Condition	Description
Transaction date	Check if a transaction occurs on a specific date or within a date range.
Transaction value	Check if the total value of a transaction meets a specified condition.
Extended fields in the transaction	Check if a transaction contains a specific value in an extended field.
Total discount	Check if the total discount applied to a transaction meets a specified condition.
Transaction number	Check if the transaction number (or ID) matches a specific value or pattern.
Line-item count	Check if the number of line items in a transaction meets a specified condition.
Basket amount	Check if the total value (amount) of a transaction's basket meets a specified threshold.
Bill points	Check if the number of points awarded for a transaction meets a specified condition.
Transaction Id	Check if a transaction matches a specific transaction ID.
Custom fields in the transaction	Check if a transaction contains a specific value in a custom field.
Gross amount	Check if the gross amount (total before discounts) of a transaction or its line items meets a specified condition.

Store profile

Condition	Description
Zone	Check if a transaction occurs in a specific geographical zone or region.
Concept	Check if a transaction occurs in a specific concept (a logical grouping of stores, like a brand).
Concept name	Check if a transaction occurs in a store belonging to a specific concept name.
Store	Check if a transaction occurs at a specific store.

Adding conditions for behavioral events

To add conditions for Behavioral Events, perform the following:

Create a new journey.
On the journey canvas, select Entry Trigger.
Choose User Event as the type of entry trigger.
From the Who have performed the eventdrop-down, select the event type Behavioral Event.
Select +Add entry paths to define further criteria for the customer to enter the journey.
Select +Conditions to add further conditions. For behavioral event type you can define conditions using four key attributes. The available attribute categories are Customer Profile, Store Profile, Product Profile, and Behavioral Event Profile. The Customer Profile and Store Profile attributes are the same as those used for transactional events. However, for the Behavioral Event Profile, you need to configure the attributes based on your specific requirements.

Updated about 1 hour ago