Smart Segment Follow

Smart Segment starts the flow for the records matching to predefined conditions.

Topics Covered:

• How to Configure Smart Segment Trigger
• Practical Example

How to Configure Smart Segment Trigger

• While creating the Trigger Based Flows select Smart Segment trigger

• Once selected, you would then need to configure the block.

As you click on the block, a pop will open to add following details.

• Name: Give the trigger a name that clearly describes what it does.
• Description: Write a short explanation of what the trigger will do and how it fits into the flow.
• Triggering Module: Choose the module that will activate the trigger, specifying where the records will come from.

• Execution Method

  • Current: Run flow for the records that are part of the view at the time of flow publishing.

  • Upcoming: Run flow for the records that will be added to view after flow

  • Ongoing: Run flow for the current as well as future records added to the view.

• Configure entry level conditions: Define the conditions that must be met for the trigger to activate.
• Once added, hit on Save.

Practical Example

• Automatically send a re-engagement email to customers who haven’t interacted in the last 6 months