Why use Step Criteria?
Step Criteria are used to control whether a lead enters a LeadConduit step based on the value of a field in the lead. This article gives some examples.
Example #1: Send all leads to a delivery step except for a specified source
Let’s say we have a step named “NE CRM” that delivers leads to a system used by a particular call center. In this example, we want to deliver all leads to “NE CRM” except when they are from a particular “Source” called “HomeAdvisor”:
- Edit the flow
- Scroll down to the “NE CRM” step
- Expand “Step Criteria”
- Click “Add Rule”
- Enter the field to that you want to limit on the left: Source
- Enter the value to which you want to limit the Source on the right: HomeAdvisor, Inc
- Pull down the operator to “is not equal to”
The Step Criteria now reads:
“Send a lead to this recipient only if it matches certain criteria:
Source is not equal to HomeAdvisor, Inc.”
As a result of the above rule, when the step encounters a lead sent into the flow from HomeAdvisor, Inc, the step will not fire, and the resulting “Outcome” of the step will be “Skip”.
Example #2: Add a rule to to disallow leads with State = PA
Let’s add another exception that will not allow leads having “PA” in the “State” field. Adding this to the criteria configured in Example #1, leads will enter the step if a lead meets both of these conditions:
- “HomeAdvisor, Inc” is not the “Source”
- “PA” is not the value of the “State” field
Note the addition of “all” to the logic. All criteria must be present in order to enter this step.
Example #3: Allow leads with another combination of fields to enter the step
Now let’s say we want to add a rule that allows leads with another combination of fields to enter this “NE CRM” step. These leads must have an “Original Source” field of “PL3044”, only if “NY” is the State.
Now we have three rules for leads entering the NE CRM step :
- “Source” is not equal to “Homeadvisor”
- “State” is equal to “PA”
- “State” is equal to “NY” if and only if “Original Source” is equal to “PL3044”
But we can’t check for just “PA” or just “NY” in the “State” field. So how do we structure the rules in order to check for all of these conditions?
We will need to handle the rules as two separate rulesets: one ruleset if “NY” is the value of “State”, and one if “State” is not “PA” or “NY”. Both rulesets will need to include the exception for our excepted “Source”, “HomeAdvisor”. For the non-NY and non-PA leads, please note we are searching for one item in a list, using the “is not included in” operator.
Note the “any” operator which allows a lead to match either of the separate rulesets:
Example #4: Detect fraud with Anura enhancement only for the source “My favorite leads”
In this example, leads from one Source are sent to Anura in order to avoid frequent litigators.
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