When does a customer exit a Series?

  • 15 September 2020
  • 1 reply

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When and how does a customer exit a Series?


Best answer by Eric Fitz 15 September 2020, 16:15

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A customer exits a Series when they meet any of the criteria you’ve specified in the Exit rules setting when building your Series:Screen Shot on 2020-09-15 at 15-13-57

Once a customer matches these exit rules, they cannot re-enter a Series.


If a customer reaches a rule block they do not match, or a message they don’t come online to receive, they’ll wait for the period specified in the block: Screen Shot on 2020-09-15 at 15-14-09

After this period, if they still haven’t received the message or matched the rules, they’ll be marked as disengaged and leave this path. 


If they’re in other paths in the series, they will continue down them.


If they match the rules to enter a different path in future, they will enter, but cannot re-enter the path where they became disengaged.