Transactions in one-time and recurring campaigns

In a one-time send or a recurring campaign, if you use a segment with a transaction replay, you can use the transaction replay's condition in the campaign's trigger. See segmenting on transactions for more information.

Let's create a one-time send campaign and use a segment with a transaction replay to learn more about this: 

  1. On the campaign index page, click + CAMPAIGN > One Time Send
  2. On the campaign creation page, choose a segment with a transaction replay as described in the document linked above.  
  3. Add a trigger, choose the email channel, and create a trigger. 

Now, when you launch the campaign, Bay area users who ordered something in the last 25 days get an email with the content that you configure. Some of the examples that can use this feature can be a discount, promo code, or an announcement of a new product.  

In addition, you can choose the transaction of the segment as the condition of the trigger. 

You can add another trigger and use the Triggering Transaction as the condition in it to send a follow up message. For example, you can use this condition to send a discount coupon to users who purchased something from your site in the last 25 days. 

Here's how this works. Let’s assume that the query returned 3 transactions: one from user A - 10 days ago, one from user B 5 days ago, and another one from user A 1 day ago.
Now, when you create a one-time or recurring campaign using the above segment, it will trigger the message twice for user A and once for user B. When you use the criteria triggering transaction in your trigger logic, you can look up additional details/attributes of the transaction that triggered the journey. So, for the first time the campaign triggers a message for user A, you get access to the details of the order from 10 days ago. The second time it triggers for user A, you get access to the details of the order from 1 day ago. You can define your conditions based on the transaction in order to determine the message that you want to send. For example, you may want to send a follow up message if an order was cancelled.  You can use the transaction state (order status in this case) in your filter criteria.

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