Rule engine based journey triggers

Updated 

In this article, you will learn how to create and deploy rules that will govern the entry and exit condition of a trigger-based journey.

Setting up entry trigger

Entry via Audience update rule

An Audience Update rule can be set up in Sprinklr which will keep on checking the audience profiles in the system and if some profile’s custom properties are changed and if they qualify certain criteria (set in the conditions of the rule itself), a journey can be triggered.

  1. Click the New Tab icon. Under Platform Modules, click Rule Engine within Collaborate section.

  2. In the top right corner of the Rule Engine window, click Create New Rule.

  3. On the New Rule window, provide a Name and an optional Description for your new rule.

  4. Set the Rule Scope to Workspace or Customer.

  5. Set the Context of the rule as Audience Update.

  6. Click on Save and you will be taken to the rule builder canvas where you can define conditions and actions.  

  7. Add a Condition and specify what all do you want to check in an audience profile for it to be part of the Journey.  

  8. Depending upon whether a condition is met or not, you can also specify the action to be taken. In the Marketing Journey Actions section, select Start Marketing Journey and specify the journey to be triggered everytime the conditions are met.   x

  9. After adding all the Conditions and Actions, you can Save the rule.

  10. To get the rule to check all the updated profiles, we will need to set up a trigger within the rule.
    Click on the
    Triggers at the left bottom corner.  

  11. Specify the name of the trigger and select the Time Agnostic trigger within the Type of trigger.
    Specify the
    Trigger Conditions to shortlist the profiles, like Select all profiles modified in 10 seconds

  12. Save the trigger.  wd

  13. This rule will now shortlist all the profiles modified in last 10 seconds which qualify the the conditions and will trigger the respective journeys selected within the rule.

Entry via Inbound rule

An Inbound rule can also be setup which will trigger jorney based on the customer reply.

  1. Click the New Tab icon Space Add New Tab Icon. Under Governance Console, click Manage Rules under Rule Engine.

  2. Click Create New Rule in the top right corner.

  3. Enter Rule details. Give it a Name.

  4. Select Rule Scope from dropdown list. Suppose you choose Workspace.

  5. Select Context from the dropdown list. Suppose you choose Inbound. Entry and Exit Triggers in Rule Engine for Journey Facilitator

  6. Click Next.

  7. Add Condition that applies to The source of the Message, that is, the Account.

  8. Add Condition to trigger the journey.
    Entry and Exit Triggers in Rule Engine for Journey FacilitatorSuppose the trigger is if user message Text Contains Subscribe.

  9. Add Action for the above condition. Entry and Exit Triggers in Rule Engine for Journey Facilitator

Setting up exit trigger

  1. Click the New Tab icon Space Add New Tab Icon. Under Governance Console, click Manage Rules under Rule Engine.

  2. Click Create New Rule in the top right corner.

  3. Enter Rule details. Give it a Name

  4. Select Rule Scope from dropdown list. Suppose you choose Workspace.

  5. Select Context from the dropdown list. Suppose you choose Inbound.
    Entry and Exit Triggers in Rule Engine for Journey Facilitator

  6. Click Next.

  7. Add Condition that applies to The source of the Message, that is, the Account.

  8. Add Condition to stop the journey.
    Entry and Exit Triggers in Rule Engine for Journey Facilitator
    Suppose the trigger is if user message Text Contains STOP.

  9. Add Action for the above condition. Entry and Exit Triggers in Rule Engine for Journey Facilitator
    Action is to Stop Marketing Journey “Test Journey 1” for users who text “STOP”.