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Add Conditional Splits to Automations
Add Conditional Splits to Automations

Create more sophisticated automation flows with personalized messages based on customer behaviors.

Updated over a week ago

Before you get started:

Some key details to note about conditional splits:

  • Conditional splits use ‘conditions’ (i.e. customer data points - purchase history, contact details etc.) to split workflows into different branches. This allows your merchants to curate messaging and make sure it’s personalized to the recipient.

  • Creating conditional splits that send emails based on where they are in the buying journey will help optimize your Automations for engagement and help improve your deliverability.

⚠️Important: Conditional Splits are available on Custom Automations and the Recover Abandoned Carts Automation only.


Add Conditional Splits to Automations

1. In your Marsello app admin, go to Marketing > Automations and open the flow you will be adding a conditional split to. Once that flow is open, click on the plus (+) icon located in between the flow.

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2. A pop-up window will appear, select 'Split' under the Logic step. And then, hit the Continue button.

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3. This will then ask you to Define Conditions for the Split. Here you can determine:

  • When the condition will take place (in the example below, we have selected the customer's details)

  • Field name (in this example, we selected the total number of purchases)

  • Operator (for this example, we have selected the cart value 'is greater than or equal to')

  • Value (we have opted for a value greater than 5 for this example)

Click the Done button to save your settings.

4. Once the conditional splits are saved, you will see a map of the customer journey throughout the split. Here you will be able to add any further splits as well as additional actions (additional emails or SMS) for customers in every path of the flow.

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Editing the Conditional Splits from your Automation

1. In your Marsello app admin, go to Marketing > Automations > select the Automation you created. Click on the three dots to the right of the automated flow and select the option to Edit automation.

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📝 Note: You will be promoted to disable the flow in order to edit it. New customers will not enter the flow while it is disabled and will not automatically enter the flow while it is enabled.

2. Go to the conditional splits trigger and click on the pencil icon to reopen the conditional splits admin. Make any required updates here and press done.

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📝 Note: To continue on the yes path, the customer will need to meet all the new conditional split conditions.

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Deleting the conditional split from your Automation

1. In your Marsello app admin, go to the Automation where you have added the Conditional Split. Click on the three dots to the right of the automated flow and select the option to Edit automation.

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📝 Note: You will be promoted to disable the flow in order to edit it. New customers will not enter the flow while it is disabled and will not automatically enter the flow while it is enabled.

2. Go to the conditional splits trigger and click on the three dots to begin the conditional splits step removal process. Here you will have the option to delete the yes path, the no path, or both. Once selected and remove, all steps in that specific path will be removed.

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FAQs

Q. Can we split on All automation?


A. Only on Abandoned Carts & Custom Automation (ie. any automation in the automation library).


Q. What is the split based on?


A. Split options are based on the trigger associated with the automation flow:

  • All triggers can be split by customer details

    • Some triggers have additional options:

      • Abandoned Cart trigger: Abandoned cart details, customer details

      • Made an order trigger: Order details, customer details

      • Segment: Customer details

      • Points earned trigger: Points earned details


Q. Can they add multiple pathways from the split?


​A. At the moment, from one split, they can create 2 different paths; Yes & No path.
If they want to split off additional information, they will need to add another split to the process.


Q. Can customers enter multiple paths?


​A. No, they will only receive steps via one path.


Q. How long is the delay for each split, or can you add a custom delay?


A. Delay step You can add a delay and then a split step.
Is there a delay to ‘check’ the condition with each split?


Q. Does the conditional split total order value criteria look at the total before or after tax?

A. The conditional split total order value criteria looks at the total after tax.


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