Automation exit conditions

Exit conditions determine if or when a person should exit your automation. The options available depend on the type of automation trigger you use—attribute or segment, event, etc.

How it works

By default, a person continues through an automation until they stop matching the automation’s trigger or filter conditions.

In this example, the automation sends students a form to evaluate their tutors. The automation is triggered by an event course_complete and filters out people who were absent from more than five classes.

By default, a person exits when they stop matching the filters.

So in this automation, a student would exit if an admin increases the student’s absentee count such that they are now IN the absentee filter segment.

Learn more about the filter conditions available for each automation trigger type.

Manage exit criteria

To view or modify your exit criteria, go to your automation’s workflow, click , and select Exit conditions.

Set your own exit criteria

To set conditions that terminate journeys early, click Add action condition.

Then choose one or more conditions. Exit criteria are OR statements; people exit when they meet any condition in your exit criteria.

• Profile attributes: make people exit when their profiles meet certain criteria
• Events: make people exit when they have or have not performed certain events
• Segments: make people exit when they’re a member or not a member of certain segments
• Geofence set: make people exit when they enter or exit a certain geofence set

Remove exit criteria

By default, a person continues through an automation until they stop matching the automation’s trigger or filter conditions.

To remove this and other criteria, click beside the condition.

If people should always finish the automation, remove all exit conditions.