With segment or event triggers (and filters), you can control who enters a campaign and receives its messages. But you might also want to define when people leave a given campaign. With exit conditions, you can choose exactly when customers leave your campaigns.
By default in Customer.io, people leave a campaign if they no longer match your trigger and filter conditions when it’s time to send them a message.
However, you can override this default and specify if people should leave a campaign when:
Initially, you define (or change) when you’d like a person to leave the campaign on the Goal & Exit tab in your workflow:
When you first arrive at the Goal & Exit tab, you can see that “it’s time to send them a message and they don’t match your triggers and filters” is pre-selected. This is our default.
If you’d like your customers to move all the way through your campaign and only exit on completion (after they’ve received all the relevant messages), simply select the first option:
If you’d like them to exit when they meet your conversion goal, select the following:
Here’s a quick look at conversions:
And finally, if you’d like them to leave when they meet the conversion goal or stop matching, select both of the options:
Your change will then be reflected when you go to your campaign’s Review tab:
From your campaign’s overview page, you can see an overview of your campaign’s goal (if you’ve defined one) and the exit conditions:
If you need to make changes, you can do this from the Goal & Exit tab:
Here, you can edit your exit conditions and conversion goal if you need to.
Any questions or comments about exit conditions? Drop us an email!