Entry Rules for auto-campaigns will be determined by what you want to accomplish with the campaign.
Quick Options
Xplor Growth will first suggest several commonly used Quick Options conditions. If you aren't seeing the condition you want or aren't sure what will be the best option for you, click Custom Rule at the bottom to see our full-fledged list of conditions.
Custom Rule
Custom Rules will give you access to all conditions used to pull contacts into your auto-campaign. Use the search bar to filter based on condition types. Depending on your booking software, the conditions may differ slightly from the image below.
Customizing your Entry Rule Condition
Each condition has a series of drill-down options for you to customize. This allows you to get specific with who you are targeting with your campaign.
Let's use our First Visit condition as an example.
When we select this condition, it is pre-set to be as general as possible. There is no specific timeframe and the condition is not currently filtering payment options, classes, or locations. This is great for capturing any contacts who have their first visit ever.
What if you want to be more specific and only capture contacts who have their first visit on a 10-Class Pack? Let's use the qualifier drill-down option to accomplish this.
Once you've finished customizing your entry rule, click Save.
Using Multiple Conditions in Your Entry Rule
Combining multiple conditions can be helpful when trying to accomplish a campaign or add a restriction for another condition.
When combining multiple conditions in your entry rule they become "AND" conditions, not "OR." "OR" scenarios are not accomplishable with auto-campaigns and would require separate campaigns to be set up.
For instance, you can set up a campaign to target contacts who purchase your 10 Class Pack, but only those who have not visited before. This would involve combining two conditions:
Purchased a Service > 10 Class Pack: To pull in contacts who purchased the 10 Class Pack payment option.
Milestone Visit > Visited exactly 0 times: To ensure only contacts who have never visited before are pulled in
Notice that when we add both conditions, the entry rule shows this as an AND scenario:
Forward-Looking Nature of Campaign Entry Rules
An important thing to note about auto-campaign logic is that they are forward-looking by nature. If a contact has already met this entry rule in the past, they will not be pulled into the campaign.
For example, if an auto-campaign targets contacts who create a new profile in your booking software, this pulls in contacts who create a profile from that day onward. Contacts who created profiles 6 months ago, or even 1 week before the campaign started, will not be captured.
If you want to capture past contacts, you can utilize our Segments tool. Segments, unlike auto-campaigns, can capture contacts retroactively. Read more about creating segments and how you can incorporate them into existing auto-campaigns.