How to use the Yes/No Split feature?

The Yes/No Split feature allows for multi-branch automations.

Set up complex flows in your Automations and split users based on a new targeting rule throughout the journey! Let's go through the steps together

1

Add a trigger event and a Yes/No Split

Select your trigger event, then add a Yes/No Split at any step of the omnichannel trigger automation.

To do so, simply click on the + button and select Yes/No Split:

2

Select targeting rules

Click on the split you created, give it a title, and select the targeting rules of your choice.

The Yes/No Split will leverage all Profiles data to split the workflow into 2 branches:

  • Yes, people match the rules;

  • No, they don’t.

In your targeting rules, you can also use Segments, or Audiences.

3

Filter on trigger events attributes

In addition to the profile targeting block, you can filter on trigger event attributes directly within the Yes/No split.

It allows you to specify conditions on the attributes of the exact event occurrence that initiated the user's journey in the Trigger Automation:

The operator between the two query blocks (”Segmentation” ie profile targeting and trigger event filtering) is always AND. This means a user must match both the profile query and the trigger event query to follow the "Yes" branch. In addition to this, the operator between the different filtering conditions for the trigger event is always the same, either AND or OR.

4

Add messages and/or more splits

By clicking on the + button again, you can add a message or another split:

🔍 With this feature, automations can get a lot bigger: to get a better overview, use the mini-map at the bottom-left corner of your screen to navigate and zoom in and out in the automation:

You are now ready to create your own journey using the Yes/No Split feature 🚀

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