Edit triggers, filters, or frequencies in live campaigns
UpdatedLearn how changes to triggers, filters, or frequency settings in live campaigns would impact your customers.
Both trigger and filter conditions must be met for people to start moving through your campaign’s workflow.
Some campaigns types — event, form, important date, legacy segment, and attribute or segment — have a frequency setting which controls how many times the same person can enter a campaign. By default, it’s once.
If you edit a trigger or filter and expect people to re-enter a campaign, make sure you check your frequency setting.
Event-triggered campaigns
Change the trigger event
If you change the trigger event, people currently in your workflow will continue their journey.
Moving forward, the campaign will only trigger based on the new trigger event.
Change the trigger’s event data filter(s)
If you change the trigger’s event data filter, people currently in your workflow will continue their journey.
Moving forward, the campaign will trigger when the trigger event is performed and matches the new trigger event data filter.
Change the segment filter(s)
If you change which segment is the filter or the conditions of the segment filter, we re-evaluate people currently in your campaign based on its exit conditions.
So if you change the segment filter from “In Signed Up” to “In Paying Customers” and the exit condition is “They stop matching the filters,” we’ll re-evaluate the segment filter before people’s next actions (message, update action, delay, etc). People who don’t match the campaign’s new segment filter will exit the campaign. People who do match your campaign’s filter will continue the campaign.
Moving forward, after an event triggers the campaign, people will only begin your workflow if they match the new segment filter conditions.
Legacy segment-triggered campaigns
If you’re editing a trigger and you can only add/remove segments, then you are editing a campaign using our legacy segment trigger. Otherwise, you’re editing a campaign using the attribute or segment trigger.
Change the trigger or filter segment(s)
Only future matches will trigger the campaign. Only people who match the new trigger conditions AFTER the changes are saved will trigger the campaign. People must also match any new segment filter conditions to start your workflow.
Consider stopping the campaign if you want the campaign to trigger for current matches
You can stop the campaign, then change the trigger, and when you restart, you’ll have the option to trigger for current matches. Learn more about the impact of stopping campaigns.
If you change the segment (assign a different segment or change the underlying conditions of the segment), the campaign only re-evaluates people currently in your campaign if the trigger or filter is part of your exit conditions. If the exit condition is “They achieve the goal,” and you change which segment is assigned to the trigger or filter, then people who don’t match your trigger or filter could still complete the campaign.
Change the frequency
You can change the frequency with which people re-enter a campaign while a campaign is live. Frequency changes work the same for both legacy segment-triggered campaigns and campaigns triggered by attributes or segments.
| Change | Impact |
|---|---|
| One time to Every re-match |
|
| One time to At fixed intervals |
|
| Every re-match to One time |
|
| Every re-match to At fixed intervals |
|
| At fixed intervals to One time | People who are scheduled to re-enter this campaign will not do so, but those who are already in the campaign will follow your exit conditions. After they exit, they will not re-enter. |
| At fixed intervals to Every re-match | People who are scheduled to re-start your campaign will not do so. They will need to stop matching the trigger conditions and re-match them to enter again. |
| The time of a fixed interval | This immediately changes the time when people can start their next journeys. For example, if you change the interval from 7 to 9 days, people will re-enter the campaign 9 days after their initial entry. After day 9, the person will re-enter the campaign if they finished their previous journey and match the trigger/filter conditions. Otherwise, we will recheck their eligibility to re-enter the campaign after another 9 days, and so forth. |
| The minumum wait for Every re-match | This immediately changes the time when people can start their next journeys. For example, if you change the minimum wait from 7 to 9 days, a person can re-enter after 9 days have passed since the last time they entered the campaign. If a person re-matches while in an active journey, they will not immediately start a new journey after exiting the campaign. Rather, the person must exit the campaign and pass the minimum wait time then re-match the conditions to re-enter the campaign. |
Attribute or segment-triggered campaigns
If you’re editing a campaign and you’re only able to add/remove segments from the trigger, refer to our info on legacy segment triggers!
If you’re editing a trigger and you can add profile attributes and/or segments, then you are editing a campaign using our attribute or segment trigger.
Change the trigger attributes or segments
Only future matches will trigger the campaign. Only people who match the new trigger conditions AFTER the changes are saved will trigger the campaign.
Consider stopping the campaign if you want the campaign to trigger for current matches
You can stop the campaign, then change the trigger, and when you restart, you’ll have the option to trigger for current matches. Learn more about the impact of stopping campaigns.
If you change the attributes or segments (assign a different segment or change the underlying conditions of the segment or attribute), the campaign only re-evaluates people currently in your campaign if the trigger is part of your exit conditions. For instance, if the exit condition is “They achieve the goal,” and you change which segment is assigned to the trigger, then people who don’t match your trigger could still complete the campaign.
Change the frequency
You can change the frequency with which people re-enter a campaign while a campaign is live. Frequency changes work the same for both legacy segment-triggered campaigns and campaigns triggered by attributes or segments.
| Change | Impact |
|---|---|
| One time to Every re-match |
|
| One time to At fixed intervals |
|
| Every re-match to One time |
|
| Every re-match to At fixed intervals |
|
| At fixed intervals to One time | People who are scheduled to re-enter this campaign will not do so, but those who are already in the campaign will follow your exit conditions. After they exit, they will not re-enter. |
| At fixed intervals to Every re-match | People who are scheduled to re-start your campaign will not do so. They will need to stop matching the trigger conditions and re-match them to enter again. |
| The time of a fixed interval | This immediately changes the time when people can start their next journeys. For example, if you change the interval from 7 to 9 days, people will re-enter the campaign 9 days after their initial entry. After day 9, the person will re-enter the campaign if they finished their previous journey and match the trigger/filter conditions. Otherwise, we will recheck their eligibility to re-enter the campaign after another 9 days, and so forth. |
| The minumum wait for Every re-match | This immediately changes the time when people can start their next journeys. For example, if you change the minimum wait from 7 to 9 days, a person can re-enter after 9 days have passed since the last time they entered the campaign. If a person re-matches while in an active journey, they will not immediately start a new journey after exiting the campaign. Rather, the person must exit the campaign and pass the minimum wait time then re-match the conditions to re-enter the campaign. |
Date-triggered campaigns
Change the trigger conditions
People currently in the campaign will follow your exit conditions; we do not re-evaluate date trigger conditions after they enter the campaign.
People will enter the campaign when they match the new date trigger conditions.
Change a person’s value that the trigger date evaluates
- When frequency is Once, changing the value of a person’s date attribute will NOT cause them to re-enter the campaign.
- When frequency is Monthly: if a person triggered the campaign (i.e. Oct 5th), then their trigger date value is updated to a date in the future in the same month (i.e. Oct 10th), the person WILL re-enter the campaign. They will re-enter after they finish their current journey, even though it’s the same month.
- When frequency is Yearly: if a person triggered the campaign, then their trigger date value is updated to a later date in the same year, the person WILL re-enter the campaign. They will re-enter after they finish their current journey, even though it’s the same year.
Change the segment filter(s)
If you change which segment is the filter or the conditions of the segment filter, we re-evaluate people currently in your campaign based on its exit conditions.
So if you change the segment filter from “In Signed Up” to “In Paying Customers” and the exit condition is “They stop matching the filters,” we’ll re-evaluate the segment filter before people’s next actions (message, update action, delay, etc). People who don’t match the campaign’s new segment filter will exit the campaign. People who do match your campaign’s filter will continue the campaign.
Moving forward, after date triggers the campaign, people will only begin your workflow if they match the new segment filter conditions.
