This is a Decision Action.
It is used to direct a Profile along a different path in the Workflow based whether they meet a set of criteria.
The Quick Stat section on the right of the Action shows:
- The number of Contacts who have arrived at this Action
- The percentage of Contacts who left the Action via YES
- The percentage of Contacts who left the Action vis NO
Determine the Criteria
In order for a decision to alter a Contact's course through a Workflow, we must first set the criteria that will be checked.
Click on the Decision Action to open the Decision Blind and show the Criteria overview.
Details of the current criteria set can be viewed here but not edited. This is to prevent accidental changes.
To make a change you must first click on the Edit Criteria button.
This opens the Decision Editor which allows the user to add and edit criteria based on two things.
- The Contact's behaviour within the Workflow (e.g. did they open or click an email)
- Evaluation against data stored in Profile Attributes that Contact (e.g. are xp_points greater than 10)
The result of the check against the criteria set can only ever evaluate to:
- YES - The Contact met the criteria
- NO - The Contact did not meet the criteria
This makes understanding Decisions super simple as the Contact is only ever going to follow one of two paths.
This is done by toggling the Switch Logic button.
Switching the logic used by the Decision Action simply changes the nature of how criteria is linked in the groups and how the groups are linked together.
To keep things simple, it is only possible to have decisions set up in one of two ways:
- OR groups linked together by ANDs
- AND groups linked together by ORs
An Explanation of Switching Logic
In the example above, the Contact must have:
- Opened the email AND
- Have a last order date which is before the 1st of Jan OR have no last order date at all
If the logic was switched then the Contact must have:
- Opened the email OR
- Have a last order date which is before the 1st of Jan AND have no last order date at all
Obviously, that second scenario cannot ever be true as the Contact would not be able to have an order date of before Jan 1st AND have NO order date.
So it is very important that the logic is checked to make sure it makes sense.
Luckily, the Journey Builder makes the set up and switching of the logic very simple, so it shouldn't be too difficult to check and adjust if needed.