Customer Rules
Exit Rules help streamline workflows by automatically removing customers based on actions
Customer Rules
These are conditions set in automation that define how and when specific actions should take place based on customer details or actions, like Email, Name, Country, and Sign-up.
Types of Customer Rules
Name
Country
Sign Up
Use Case
1. Email TriggerEmail contains a specific pattern or keyword.
Scenario: You want to target customers who have a specific keyword or domain in their email addresses, such as "john" in the email or specific domains like "@gmail.com".
Example:
If your customer database includes emails like "john.doe@example.com" or "johnny.smith@example.com", you can set a trigger to capture all emails that contain "john".
Use: This can help you send targeted campaigns or promotions for specific customer segments, or personalize the email content for those customers. For instance, sending a special offer to anyone with a "john" in their email as part of a VIP group or a birthday offer.
2. Name TriggerName contains a specific keyword.
Scenario: You want to target customers with a specific name or part of their name, such as all customers whose first or last name contains the word "John."
Example:
A trigger like “Name contains ‘John’” will include customers like “John Doe,” “Johnny Smith,” or “Johnny Walker.”
Use: This is ideal for personalizing content or promotions targeting a particular customer group. For example, sending a personalized offer or a discount to customers named "John" could increase engagement through the feeling of personal attention.
3. Country TriggerCountry matches a specific country or geographic location.
Scenario: You may want to send region-specific content, offers, or newsletters to customers based on their country.
Example:
Trigger: Country equals “United States”
Use: You can target all customers from the United States with region-specific offers, localized content, or promotions. For instance, sending free shipping offers to customers located in the U.S. but not to customers in other countries.
4. Sign Up TriggerCustomer signs up or registers.
Scenario: You want to trigger a workflow based on when a customer creates an account or subscribes to your service.
Example:
Trigger: Sign-up date within the last 7 days.
Use: This could trigger a welcome email, a discount offer, or a follow-up email for new customers who have just signed up. For example, sending a welcome email with a special offer for customers who signed up within the past week to encourage their first purchase.
Email
Triggers only for customers with specific email addresses or domains.
Name
Targets customers with certain names.
Country
Sends emails based on the customer’s location.
Signed up
Starts the automation for customers who signed up on a particular date or within a time range.
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