Event Filter node

This condition allows a customer to proceed in the process only if they performed a specific action (in other words, if a specific event occurred in the context of a customer). Such actions are called events and they define customer activity in the touchpoints integrated with Synerise.

Requirements


You must implement a tracking code into the website.

Configuration


  1. Click the pencil icon on the node.
    Result: A pop-up opens.
  2. Define the event, its parameters and their values. If you choose several parameters of one event, it means that the customer needs to perform an action that covers all the values defined in the event parameters.
  3. Define the limits.
    • By default, an Event Filter is set without limits. This means that the occurence of any action defined in the settings of the condition allows the customer to continue the process.
    • You can set the time limit of the filter. It means that if customers perform an action defined in the filter after the set limit, they will not continue along the path.
  4. If

    you want to monitor the entries into this step, switch the Track datapoints toggle on. As a result, events related to the movement between nodes (automation.clientPathStep) will be available in the Analytics module to use. These events (automation.clientPathStep, automation.clientEndStep, automation.startPath) are displayed on the activity list on the client card regardless of the configuration of this option.

  5. Confirm the settings by clicking Apply.

Defining the date of event occurrence


Tip: As an example of use, uou can use these date filters to limit the communication with customers in the specific parts of the day.

You can determine when a customer qualifies to move forward based on the occurrence of a specific event. In the example in the screenshot, the workflow continues only when a user visits a website between 0:00 on the 14th of April and 23:59 on the 30th of April, 2021.

Important: The workflow is triggered according to the time zone selected in the business profile.
Example of use
Selected event occurrence date range
  1. From the Choose event dropdown list, select the event.

  2. Click + where button.

  3. In the list of parameters, click the Three dot icon tab.

  4. Select Specials.

  5. Select TIMESTAMP.

    Example of use
    Timestamp parameter
  6. From the Choose operator list, select:

    Example of use
    Timestamp parameter
    • Date - if you want to select a start or end date

      Click to see the explanation of operator options

      • More than - You choose dates after the selected date (including the selected date).
      • Less than - You choose dates before the selected date (including the selected date).

    • Custom - apart from standard date ranges, you can use non-standard (dynamic) dates, for example, everyday from 8:00 to 14.00; Mondays and Thursdays between 15:00 and 17:00; the first and the fourteenth day of the month, and so on.

      Tip: To use non-standard (dynamic) dates, click this option in the calendar.
      The Enable date filter option
      The Enable date filter option

    • Current date - if you want to include those event occurence that happen.

      Click to see the explanation of operator options

      • Matches the current hour - if the current hour is 16:20, then the workflow is triggered when a user visits a website any day at 16:20.
      • Matches current day - if the current day is the 11th day of the month, then the workflow is triggered when a user visits a website on the 11th day of any month.
      • Matches current month - if the current month is May, then the workflow is triggered when a user visits a website in May at any year.
      • Matches current year - if the current year is 2021, then the workflow is triggered when a user visits a website any time in 2021.

Example of use


Example of use
Example of a workflow that uses the Client Event Filter condition

The purpose of the workflow is to allow the customers to register a receipt in a lottery directly after a purchase, but also to give this possibility to customers who made a transaction the week before.

  1. It starts with the Audience trigger node. In the settings of the trigger, define the customer groups who participate in the workflow.
  2. Add an Event Filter condition node. It checks if customers have registered their receipts within a time range.
  3. Customers who register a receipt within the given time range receive a push notification.
  4. When the push is sent, the workflow is completed.
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