Exit Rules

Exit rules define when a customer should be removed from an automation workflow, ensuring they no longer receive unnecessary follow-ups once specific conditions are met. Retainful provides two key options for setting exit rules:

1. Placed Order

This rule is based on a customer’s order history and includes flexible conditions:

• Overall/Since the Start of the Workflow: Tracks orders placed during or before the workflow.

• Equals: Removes the customer if the number of orders matches a specific value.

• Greater Than or Equal To: Exits customers who meet or exceed the specified number of orders.

• Less Than or Equal To: Removes customers whose order count falls within or below the defined limit.

Placed Order

2. Order Status

This rule focuses on the status of an order and includes conditions like:

• Contains: Exits customers whose orders match a specific status (e.g., "Completed" or "Processing").

• Does Not Contain: Removes customers whose orders do not match the specified status.

Order Status

By configuring these exit rules, you can ensure your workflows remain efficient, relevant, and tailored to customer actions, enhancing their overall experience while reducing redundancy.

NOTE Exit rules are only available in Post-Purchase Automation workflows, as they are specifically designed to manage follow-ups based on customer purchase behavior.