Entry and Exit Criteria are useful automation tools which help ensure that contacts and accounts begin or drop out of plays when desired or necessary.
Once you have created a play, navigate to the Entry Criteria tab.
Here, you will be presented with the option to configure the entry settings by clicking "New Criteria".
Once here, you can determine if the entry criteria will be established by a Contact or Account Segment.
|Remember: When choosing an Account Segment, all contacts in that account will be entered into the play.|
Then you determine the parameters of the segment. The three options are:
- Enters-An Account/Contact will begin the Play when it enters the selected Segment
- Is In- Any Account/Contact in a Segment will begin the Play
- Exits- The Play begins when an Account/Contact exits the selected Segment
Lastly, if this is a Private Play, you can choose if this is going to apply to all Contacts/Accounts that are in your domain or just ones that you own.
One thing to remember is that if this is a Global Play, the entry criteria must be a Global Segment.
Click "Save Changes" in the bottom right in order to save the criteria.
You can add multiple criteria if desired but they will be considered 'OR' filters (as opposed to 'AND'). If you want AND conditions, you can make a single segment with all those conditions and use that segment as your audience criteria.
|Note: If no entry criteria is set, the only way for Contacts to enter the Play is to manually add them.|
Exit Criteria works the same way, but this time you are determining when someone exits the Play. If no Exit Criteria is set, then the Contact/Account will remain in the Play until all steps are completed. To create Exit Criteria, navigate to the Exit Criteria tab and click "New Criteria". The steps are the same as described above for Entry Criteria.
Exit Criteria is great to use if entering into a specific Segment negates the need for the Play. For example, if you have a "Re-Engagement" Play set up to continually go to disengaged users, you could set the Exit Criteria to be when someone enters a Segment called "Engaged Customer".
If someone meets the Exit Criteria, they will be noted as "Met Goal" for a Play in the Play Report.