Campaign exit conditions
With segment or event triggers (and filters), you can control who enters a campaign and receives its messages. But you might also want to define when people leave a given campaign. With exit conditions, you can choose exactly when customers leave your campaigns.
How do exit conditions work?
By default in Customer.io, people leave a campaign if they no longer match your trigger and filter conditions when it’s time to send them a message.
However, you can override this default and specify if people should leave a campaign when:
- the campaign finishes (and they receive all relevant messages), regardless of whether or not they stop matching
- they convert
- they convert or stop matching
Specifying exit conditions
Initially, you define (or change) when you’d like a person to leave the campaign on the Goal & Exit tab in your workflow:
Our default setting
When you first arrive at the Goal & Exit tab, you can see that “it’s time to send them a message and they don’t match your triggers and filters” is pre-selected. This is our default.
Leave the campaign only when complete
If you’d like your customers to move all the way through your campaign and only exit on completion (after they’ve received all the relevant messages), simply select the first option:
Leave when they meet a conversion goal
If you’d like them to exit when they meet your conversion goal, select the following:
Leave if they stop matching OR meet the conversion goal
And finally, if you’d like them to leave when they meet the conversion goal or stop matching, select both of the options:
Your change will then be reflected when you go to your campaign’s Review tab:
Making changes after your campaign is running
From your campaign’s overview page, you can see an overview of your campaign’s goal (if you’ve defined one) and the exit conditions:
If you need to make changes, you can do this from the Goal & Exit tab:
Here, you can edit your exit conditions and conversion goal if you need to.
Any questions or comments about exit conditions? Drop us an email!