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 a trigger to two or more actions or series following the trigger.  The Decision Node can appear when two or more actions or series follow a positive path or a negative path.

To edit the Decision Node, click on the diamond node on the canvas. You will then enter the Decision Node screen. In this particular example, we have used our Campaign Automation to handle opt-ins for Subscription Management:

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.

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

Here you can choose the entity you would like to relate the clause to: Submitted Subscription (if the Decision Node appears after a Subscription Submission trigger), Submitted Form (if the Decision Node appears after a Form Submission trigger), Submitted Survey (if the Decision Node appears after a Survey 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.

Then choose what the value should be on that field on the entity in order to determine if the participant should follow this series.  In general, we recommend not being too exclusive; if participants cannot meet the criteria to go down any of the series or following actions, then this can affect the results of your Campaign Automation.  Also remember: participants can go down multiple paths at the same time if they fit the criteria for several different paths.

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.

You may choose to include field values on Lead and Contact records when setting up clauses. This can include the ability to select from custom fields if you like.

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: 8.7
ClickDimensions Version Need: 7.0
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