In this section you can define different rules by setting a number of conditions; for instance, the rule can be: If the user has purchased a cosmetic product last May between 2-5 pm, then… . The thing that happens after “then” is called an action. Each trigger can have a variety of actions. The actions can be anything like sending an email to those specific group of customers that meet all the conditions mentioned in the rule.
In addition, you can also choose the source population of the trigger you are making by choosing different segments of users. For example, in the rule mentioned above, you can choose your target segment of users to be only the Iranians.
The filters you can set on your rules are related to three groups: users, events, and channels. You can find users attributes like their gender or location, events data like their occurrence frequency, and channels category like email in the list of filters.
As explained before, actions are the things done if all the conditions of a certain rule are met. Some example of actions are sending notifications, modifying user tags, or modifying segments of users.
Actions could be one-time or continuous. Each action could consist of a number of other actions; for instance, you can create an action that does the followings: modify user tags, modify user segments, and send emails.
Events are any actions that are being done by the users in your platform. They are used for activating the triggers and recommending different suggestions to the users.
Stage is one of the CRM attributes which can be defined to track different groups of users by categorizing them in a number of stages. For instance, you can define different user stages based on their total purchase amount or visiting frequency. Customer, loyal customer, lead, and contact could be the different user stages defined in a workspace. You can then run various campaigns for this segment of users.
In addition to delineating the name and description of your stage, you can also set an arbitrary value in Weight which shows the limit of users’ points to be included in this stage. For instance, if you include 2200 in Weight, only users with 2200 points and more can be included in this stage. You can also manage the publishing status of your stage in the vertical rectangular area placed at the right of this page, meaning that this stage can be published or unpublished on a particular date.