Metric Filter node

This condition allows splitting paths of a scenario in two. The result of the metric decides which path is continued.

Requirements


  • You must implement a tracking code into your website.
  • You must create a metric to be used in the automation process.

Configuration


  1. Click the pencil icon.
    Result: A pop-up opens.
  2. From the Define condition dropdown, select the metric or create a new one.
    Read more about creating metrics.
  3. Select a mathematical symbol.
  4. In the next field, enter the value of the metric.
  5. If the condition met, the matched path is continued. If not, then the not matched path is selected.
  6. 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.
  7. Confirm by clicking Apply.

Example of use


Example of use
Example of an automation process that uses the Metric Filter condition
  1. It starts with a Client Event trigger node. In the trigger settings, a transaction amount is defined at over 100$.
  2. The Metric Filter contains a metric that counts the number of emails with a discount code. The critical value entered in the condition is 1000.
  3. Then the customer proceeds to action:
    1. If the value defined in the condition is not exceeded, the customer follows the path in which the email with voucher code is sent.
    2. If the value defined in the condition is exceeded, the customer receives an email with information that the voucher pool just run out.
  4. When an email is sent, the process is completed.
😕

We are sorry to hear that

Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.

😉

Awesome!

Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.