Automation exit conditions

Updated

Exit conditions determine if or when a profile should exit your automation. The options available depend on the type of automation trigger you use—attribute or segment, event, etc.

How it works

By default, a profile continues through an automation until they stop matching the automation’s trigger or filter conditions.

In this example, the automation sends students a form to evaluate their tutors. The automation is triggered by an event course_complete and filters out profiles that were absent from more than five classes.

campaign-event-filter.png
campaign-event-filter.png

By default, a profile exits when they stop matching the filters.

campaign-exit-criteria-default.png
campaign-exit-criteria-default.png

So in this automation, a student would exit if an admin increases the student’s absentee count such that they are now IN the absentee filter segment.

Learn more about the filter conditions available for each automation trigger type.

Manage exit criteria

To view or modify your exit criteria, go to your automation’s workflow, click , and select Exit conditions.

campaign-exit-criteria-default.png
campaign-exit-criteria-default.png

Set your own exit criteria

To set conditions that terminate journeys early, click Add action condition.

campaign-exit-criteria-add.png
campaign-exit-criteria-add.png

Then choose one or more conditions. Exit criteria are OR statements; profiles exit when they meet any condition in your exit criteria.

  • Profile attributes: make profiles exit when their profiles meet certain criteria
  • Events: make profiles exit when they have or have not performed certain events
  • Segments: make profiles exit when they’re a member or not a member of certain segments

Remove exit criteria

By default, a profile continues through an automation until they stop matching the automation’s trigger or filter conditions.

To remove this and other criteria, click beside the condition.

campaign-exit-criteria-remove.png
campaign-exit-criteria-remove.png

If profiles should always finish the automation, remove all exit conditions.

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