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Dynamic JO: Add ability to adjust email/survey outcome criteria

Related products:CS Journey Orchestrator, Email & Notifications
  • September 19, 2024
  • 1 reply
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mobrien14

In the new Journey Orchestrator builder, when opting to use two branches after sending an email or survey, the default criterion is 'Opened/Not Opened'. However, if tracking is enabled for any link within the email template, Gainsight will automatically change the criteria to 'Link Clicked/Not Clicked'.

For effective data collection, link tracking is enabled on every URL we add to an email template. But just because we’re tracking the number of clicks doesn’t necessarily mean we want to use an individual’s link click-through as the determining factor for subsequent actions. Currently, we cannot adjust this and rely on additional evaluate steps which adds clutter to the program & can increase potential problems if not correctly configured.

As administrators and program designers, we should have the ability to adjust that outcome criteria to fit the needs of our specific email programs and organizations. 

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dayn.johnson
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  • 647 replies
  • September 19, 2024
mobrien14 wrote:

Just because we’re tracking the number of clicks doesn’t necessarily mean we want to use an individual’s link click-through as the determining factor for subsequent actions. Currently, we cannot adjust this and rely on additional evaluate steps which adds clutter to the program & can increase potential problems if not correctly configured.

As administrators and program designers, we should have the ability to adjust that outcome criteria to fit the needs of our specific email programs and organizations. 

Well said, @mobrien14!

While we don’t track every link (header and footer links, looking at you), we DO care about whether recipients are clicking the CTA button link, webinar registration, link to the portal, and any other links to our support site or community pages.

However, we don’t trust link clicks enough (bots are a problem, even with the recent updates in patch 6.42.1) to consider a link click to be a reliable indicator of whether or not a recipient has taken an action to determine which follow-up action should be triggered for them.

#TL/DR: please let us have the option to choose which criteria we want to use.


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