🏷️ Conditional splits for automations are unlocked
on the Loyalty Accelerate plan.
Before you get started:
Here are 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 brands 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.
How do I add a conditional split to my automation?
1. In your Marsello admin, go to Marketing > Automations and open the flow you will be adding a conditional split. Once that flow is open, click on the plus (+) icon located in between the flow.
2. A pop-up window will appear, select Split under the Logic step. And then, hit Continue.
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 split is 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.
How do I edit a conditional split?
1. In your Marsello admin, go to the automation where you have added the conditional split. Click on the Edit button.
📝 Note: You will be prompted to disable the flow 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 split trigger and click on the pencil icon to reopen the conditional split admin. Make any required updates here and Save changes.
📝 Note: To continue on the yes path, the customer will need to meet all the new conditional split conditions.
How do I delete a conditional split?
1. In your Marsello admin, go to the automation where you have added the conditional split. Click on the drop-down arrow next to the Edit button.
📝 Note: You will be prompted to disable the flow 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 split 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 removed, all steps in that specific path will be removed.
FAQs
Q. Can we add conditional splits to all automations?
A. No, conditional splits are only available on Abandoned Cart and Custom Automation flows. These are found in the automation library.
Q. What is the split based on?
A. The split options depend on the automation trigger.
All triggers: customer details
Abandoned Cart: cart details + customer details
Made an Order: order details + customer details
Segment: customer details
Points Earned: points earned details
Q. Can I add more than two pathways from a split?
A. No, each split can only create two paths: Yes and No. To branch further, you’ll need to add another split step.
Q. Can customers enter multiple paths?
A. No, customers will only follow one path. They’ll move through the steps that match their details.
Q. Can I add a delay to a split?
A. Yes, you can add a delay before the split step. This gives time before the system checks the condition.
Q. Does the total order value split check before or after tax?
A. It checks the total after tax. This way, the split reflects the final order amount.
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