"Profile Filter" node

This condition allows you to define customers who will proceed to the next stage of the workflow.

Requirements


  • You must implement the tracking code into your website.
  • You must have customers in your database.

Configuration


  1. To define the node settings, click the node.
    Result: A pop-up opens.

    A blank configuration form of the Profile Filter node
    A blank configuration form of the Profile Filter node
  2. To select events or customer attributes for the filter, click the Add condition button.

    • The conditions in the node are built in the same way as building conditions in a segmentation.
    • All fields in which you must provide value manually accept snippets or inserts. These fields are marked with the Snippet icon icon and it lets you select a snippet.
  3. Confirm your choice by clicking the Apply button.

Example of use


Example of use
Example of a workflow that uses the Profile Filter condition

The purpose of this automation is to send a mobile push notification with a welcome message informing about access to special offers.

  1. The Data Changed trigger node reacts to birthdate changes.
  2. The Profile Filter condition node checks if the birthdate change meets the requirements of a segmentation that defines customers as adults.
  3. If customers belong to the segmentation, they proceed to the next stage. A mobile push is sent to them.
  4. When the push is sent, the workflow ends.
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