Funnels
What is a funnel?
A funnel is a way for you to create custom logic within OptiPub that is performed on your subscriptions. For instance, you might want to add an email
to a certain segment
once a user clicks on a link within an email. You could use a funnel for this that accepts an email clicked
event and then performs the add email to segment
action.
How do funnels work?
A funnel is broken down into 3 major components; events
, conditions
and actions.
Events
All funnels begin with an event.
An event can be described simply as "something has happened to a subscription." For instance, a subscription was started, a subscription opened an email, a subscription clicked spam, and many other events. An event is the first part of a chain that can fire other conditions
or actions
.
Events are always orange with a dotted line around the cell.

Conditions
A condition
is a cell that has two possible outcomes; true
and false.
A condition is used as a way to fork a chain of actions but making a determination of what should happen. For instance, you might want to check if a subscription has ever opened a email before by running a email
query
condition. If the subscription has opened an email previously, the true
connector would fire, otherwise the false
one would.
A condition
is marked by a light blue cell with an incoming connector and two outgoing connectors. The true
connector is marked by a green circle while the false
is marked by a red connector.

Action
An action
is a type of cell that performs a function on the incoming connector. For instance, you might want to dispatch an email to a subscription. You would do this by using the Send Email
action
and connecting it via a connector.
An action
is marked by a purple cell with a single incoming and outgoing connector. You may chain multiple actions
together by connecting them.

Updated about 2 months ago