Campaign Manager - Campaigns


If Branch Element

Use If Branch Elements to introduce IF and IF NOT statements into your Campaign logic to split a single Campaign phase into two paths.

If a specified statement is true then recipients will be directed along one path, and if it is not true then the recipient will be directed on another. The split is defined by a Segment or series of Segments, resulting in a 'true' output and a 'false' output.

If Branch elements can also be used in conjunction with variables to specify what treatments a particular recipient will receive as they pass through the element based on a defined set of criteria.

How you can use If Branch elements

Example 1 - you may want to split the audience depending on their contact preferences. If they agree to be contacted via email, send them to the email phase of the campaign. If they do not want to be contacted, you may want to communicate with them in a different way, or not at all.

Example 2 - in an engagement style campaign, use If Branch to identify whether recipients have made a purchase in the last month. If they have you send them an email with related products, and if they haven’t you send them some special offers to re-engage them with your brand.

You can only add audience segments to the 'true' branch of an If Branch element (represented by the green plus on the edge of the element).

All recipients that do not meet the criteria specified in the 'true' branch will move to the 'false' branch (represented by the red plus on the element edge).


Procedure

  1. Open a campaign or create a new campaign in Campaign Designer. Click the plus button on the edge of the element you want to add the If Branch element to (the plus button can be blue , red or green ).
  2. Select the If Branch option from the drop-down list.
  3. To set up the If Branch, click the If Branch element.
  4. In the 'true' section of the slide-out pane that opens, click the green plus button .
  5. Click Select existing segment if you want to select an existing audience segment. The Segment Library opens. Click the Select button next to the segment you want to add to the audience. If the segment is not a Master Segment, a copy of that segment is added to the campaign and can be edited. Master Segments cannot be edited from within campaigns.
Note:

Segments are connected with OR in an If Branch. For example, if you have one segment specifying all 19 year olds and a second segment specifying all females in an If Branch, the resulting audience would be all 19 year olds and all females, not all 19 year old females.

  1. Click Build segment from the drop-down list if you want to build a new segment. The Campaign Designer screen opens.
Note:

Segments are connected with OR in an If Branch. For example, if you have one segment specifying all 19 year olds and a second segment specifying all females in an If Branch, the resulting audience would be all 19 year olds and all females, not all 19 year old females.

  1. Click the Calculate button to verify that your selected criteria return results that you expect. The button is blue when you create a new segment, open an existing segment, change the segment rules, or the data has changed. This indicates that the counts are not up-to-date (or have never been calculated if the segment is new), and you should recalculate the segment counts. When you calculate in an If Branch element, it is always against the audience specified in the campaign's Audience element, not the whole database.
Note:

If the Calculate button is gray, the count currently shown is up-to-date.

  1. To view the records that are currently in your 'true' branch or 'false' branch, click the Record Viewer icon .

See the Record Viewer topic for further information.

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