Campaign Automation: Decision Node

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DecisionNode-Icon

The Decision Node is used in Campaign Automations to determine which path a participant (Lead or Contact in the Campaign Automation) will go down based on specified criteria.

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The Decision Node will automatically appear once you connect the Submitted Form, Attended Event, Registered for Event, or Email Interaction triggers to two or more series following the trigger.  The Decision Node can appear when two or more series follow a positive path or a negative path.

CAB Negative Decision Node

To edit the Decision Node, click on the diamond node on the canvas. You will then enter the Decision Node screen.

When you enter the Decision Node, you’ll see all of the series the Decision Node is connected to. Here is where you will specify the criteria the participant will need to meet in order to enter the series. The criteria available will vary depending upon the trigger type from which the decision node is branching off.

To add criteria to a series, click on the series name. The series section will expand with the clause options.

CAB Decision Node Example

Click + Add Clause and a blank row will appear where you can click inside a blank field to begin building the clause.

CAB Decision Node Add Clause

Here you can choose the entity you would like to relate the clause to: Submitted Form (if the Decision Node appears after a Form Submission trigger), Event Participation (if the Decision Node appears after an Attended Event trigger or a Registered for Event Trigger), Email Interaction, Lead, or Contact. This example uses Submitted Form, but the mechanics will be comparable for the other options as well.

Next, choose the field on the entity that is determining the path to the series.

CAB Decision Node Clause Settings

Then choose what the value should be on that field on the entity in order to determine if the participant should follow this series.

CAB Decision Node Clause Settings 2

Use the Group OR and Group AND options to further specify these clauses.  These behave similarly to the Group OR and Group AND functionality when using the Advanced Find tool in MS Dynamics CRM. Check the clauses you would like to group together and click either Group OR or Group AND to group them together.

CAB Decision Node Group OR AND

You may choose to include field values on Lead and Contact records when setting up clauses.

CAB Decision Node Clause Settings 3

Usually, the participant should only be able to enter one series. Keep this in mind as you specify the criteria for each series.

To add a clause for the series, click +Add Clause. Another blank clause will appear. Click on the first field and select which attribute you want to check for. The options available will depend on the trigger preceding the series.

Once you are done specifying the clauses for each series, click Save & Close. You will return to the Campaign Automation canvas. Click Save in the Campaign Automation screen to make sure all changes have been saved.


Feature Added: November 2015
Feature Updated: October 2016
ClickDimensions Version Need: 7.0
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