- Company/contact data
- Form submission
- Form data
- Link click (tracked)
- Membership in project
- Membership in static selection
How it works
When the participant arrives at the split, the step criteria for the left-most branch is evaluated first. They can follow only one path. If there is a match, they move to the next step of that branch. Then the next branch condition is checked, and so on. All splits have a branch for everyone not meeting any of the conditions.Steps
- Drag the Split box from the step menu and drop it into an available slot in the flowchart.
- Enter a descriptive title.
- Choose what to base the split on. Some options require you to provide additional details here.
- Name the new branch.
- Set branch-specific criteria. Options depend on what you based the split on.
- Optionally, add more branches and repeat steps 4-5.
- Choose whether participants matching no criteria should exit the flow.
- Continue adding steps to each branch.
Everyone else exit:
You cannot delete the “everyone else” branch.
Split based on contact data
When you choose to split participants based on contact data, you can select from the contact and company criteria available in Find Contact.- For each branch, select values for the criterion in the various fields on the line (similar to in the Find screen). Click Add to insert more criteria.
Split based on link clicked
When selected, a field for specifying which email shows up.- E-mail: Choose Any email or a specific mailing.
- For each branch, select which tracked link the participant must click to enter this branch.
Split based on form submitted yes/no
When selected, a field for specifying which form shows up.- Form: Choose a specific form.
This split is independent of what form data was submitted. There are no branch-specific settings. Since this is a yes/no test, you cannot add more branches.
Split based on form data
This condition is a variant of the submission-based split with additional data criteria applied to the branch. When selected, a field for specifying which form shows up.- Form: Choose a specific form.
- For each branch, select values for the criterion in the various fields on the line (similar to in the Find screen). Available criteria depend on the selected form’s fields. Click Add to insert more criteria.
In this scenario, everyone else means both participants who do not submit the form and submitters who do not meet the additional criteria on any of the other branches.
Split based on project membership
- For each branch, select which project the participant must be a member of.
