Experience Options

To provide more granular targeting for people who travel through your automated workflows, Experience Options give you greater control over experience-level settings. The first two options we are introducing are Entrance and Exit Criteria.

Entrance Criteria

Experiences are triggered when a specific event is fired, and the user associated with that event enters your workflow. However, sometimes your experience is tailored to be personalized more specifically to other non-event attributes, such as people properties and segment membership, or only makes sense if the person hasn’t ever entered the experience before. With Entrance Criteria, you can set workflow-level filters that evaluate a user before they’re allowed into the experience.

Entrance Criteria	Definition	Example
Multiple Entrances: Lifetime	Person may enter this experience up a maximum amount of times ever.	A person may enter this experience 1 time in a lifetime.
Multiple Entrances: Recent	Person may enter this experience if they haven’t entered for at least a certain amount of time.	A person may enter if they haven’t entered this experience for at least 7 days.
Simultaneous Entrances	Person may be in this experience up to a certain amount of times concurrently.	A person may go through this experience up to 1 time concurrently.
Segmentation Criteria	Person must be a member of/not a member of segments OR have/not have a people property.	A person must not be a member of Active Suppression segment to enter. A person must have Loyalty Status = Platinum property to enter.

After you are qualified to enter the experience, your second entry will occur 24 hours after the previous timestamp when you had first entered the experience.

Configuring Entrance Criteria

In an experience workflow, you can update Entrance Criteria anytime via the Build panel.

1. Open the Build panel by clicking on the info icon in the top navigation.

2. Click on the settings icon to open the Experience Options panel.

3. Click on Entrance Criteria.

4. Configure criteria across multiple entrances, simultaneous entrances, and segmentation criteria.

5. Click on Save to add the entrance criteria.

Points to Remember

Entrances are evaluated at the person level, even if that person has multiple contacts. For the purposes of simultaneous and recent entrances, multiple contacts do not count against the set number, so the person is eligible to re-enter if they do the Trigger Event again, as long as they meet the Entrance Criteria for that experience.
- You can configure contact-level rules at the campaign level, but you’ll need to make sure that box is checked and the contact type is selected in every campaign of your experience.
Each active section of the Entrance Criteria is treated as a requirement, meaning that they are all AND statements and a user must pass each criterion before they’re allowed to enter the experience.
If you limit lifetime entrances to 1, then recent and simultaneous entrances will be disabled since the user cannot re-enter the experience anyway.
You can return to update Entrance Criteria at any time, even after activation. If your new criteria suddenly make a person already inside the experience ineligible, they will stay in the experience; changes only apply to new users being evaluated.

Exit Criteria

For experiences that are trying to get a person to do an action, such as make a purchase from an abandoned cart workflow, then there are often follow-up campaigns set up to nudge the customer toward a conversion. If a person converts, then it wouldn’t make sense for them to continue getting nudges to do something they’ve already done. This is where Exit Criteria comes in.

With Exit Criteria, you can set up events that the experience is listening to globally, and once the user does that event, they are automatically ejected from the experience. This can reduce the number of redundant Did/Did Not checks that may be configured throughout the experience, as well as keep the user experience relevant.

Exit Criteria	Definition	Example
Did Account Event	The same list of Account Events from the Events node.	If person does purchased event, remove them from the experience.
Did Campaign Event	The same list of Campaign Events from the Events node.	If person does unsubscribed event from Welcome 1 campaign, remove them from the experience.
Did Segment Entry/Exit	The same list of Segment Entry/Exit from the Events node.	If person enters Active Suppression segment, remove them from the experience.
Did Behavior	The same list of Behaviors from the Events node.	If person does Abandoned Cart event, remove them from the experience.

Configuring Exit Criteria

In an experience workflow, you can update Exit Criteria via the Build panel.

1. Open the Build panel by clicking on the info icon in the top navigation.

2. Click on the settings icon to open the Experience Options panel.

3. Click on Exit Criteria.

4. Configure standard events using Did operator.

5. Click on Save to add the exit criteria.

Points to Remember

Each section of the Exit Criteria are standalone OR statements; a user will exit upon only doing one of the events. We don’t support AND statements in Exit Criteria.
Exits are evaluated at the person level, even if that person has multiple contacts AND if they have simultaneous journeys in flight. This means that if a person does a global exit event, then all instances of that person (multiple contacts, concurrent journeys) will be removed from the experience.
- You can continue to use a regular Events node in the canvas so that the person is only evaluated for exit upon reaching that node.
We don’t support Did Not or time filters for global Exit Criteria. To configure these, use a regular Events node in the canvas so that a user can arrive at a decisioning node and the clock can start.
Unlike Entrance Criteria, you must deactivate the experience before changing your Exit Criteria. Once updated, reactivate it. The new criteria will apply to new users who are evaluated at the Trigger Node.
- If you chose to allow in-flight users to continue in the experience under the previous activation’s workflow, then those users won’t be affected by the new criteria.

Using Experience System Events

This feature also includes the release of new system events for experiences. You can use these events in Experience Builder to trigger other experiences, find them in Report Builder, or use them to check events at the person level.

Event Name

Definition

Sample Payload

Experience Entered

Person entered an experience by doing the Trigger Event and passing the Entrance Criteria.

CODE

{"journey_uid":"4ec4d0be-b3a9-42bf-811c-b2d319231662",
"experience_token":"5fd23f562e64f66058ef9a5e881eca28",
"expr_entry_timestamp":"2023-03-20T23:08:16.524000+00:00",
"site_id":"zeta-retail-demo",
"bsin":"4ad1d834-866b-484d-9eed-867529a1da74",
"id": "2026",
"expr_id":"zeta-retail-demo::journey::5fd23f562e64f66058ef9a5e881eca28::1679353676833::1",
"timestamp":"2023-03-20T23:08:16.638Z",
"event_name":"system::experience_entered"}

Experience Exited

Person exited an experience by completing it or exiting early.

CODE

{"site_id":"zeta-retail-demo",
"bsin":"4ad1d834-866b-484d-9eed-867529a1da74",
"experience_token":"5fd23f562e64f66058ef9a5e881eca28",
"exit_type":"deactivate_exit",
"id": "2026",
"expr_id":"zeta-retail-demo::journey::5fd23f562e64f66058ef9a5e881eca28::1679353676833::2",
"timestamp":"2023-03-20T23:08:32.658Z",
"event_name":"system::experience_exited"}

Experience Skipped

Person was blocked from entering an experience by doing the Trigger Event and failing the Entrance Criteria.

CODE

{"experience_token":"5fd23f562e64f66058ef9a5e881eca28",
"skipped_reason_details":"User has recently entered experience on Mon Mar 20 23:08:16 UTC 2023. User can enter after Tue Mar 21 00:08:16 UTC 2023",
"site_id":"zeta-retail-demo",
"bsin":"4ad1d834-866b-484d-9eed-867529a1da74",
"id": "2026",
"expr_id":"zeta-retail-demo::journey::5fd23f562e64f66058ef9a5e881eca28::1679353748807::1",
"timestamp":"2023-03-20T23:09:18.548Z",
"skipped_reason":"recencyCheckFailed",
"event_name":"system::experience_skipped"}

The experience_token and id are unique identifiers that refer to a specific experience. You can find the id in the URL of the experience: https://app.zetaglobal.net/experiences/{id}/edit

Experience Events

You can use an experience event in any node that accepts Account Events, including Exit Criteria.

For quality control and tighter targeting, we recommend using property filters on these events to specify the experience(s) you’re referring to. Every experience event has a unique id that you can find in the URL of the experience. You can also add property filters for exit_type or skipped_reason to further segment your users.

Key Sub-Property Values
Event Name	Key Sub-Property	Possible Values	Definition
Experience Exited	`exit_type`	`"early_exit"`	Person did an event specified in the Exit Criteria and was ejected from the experience.
		`"deactivate_exit"`	Person was in flight while an experience was deactivated and purged immediately. If a ZMP user chooses not to purge in-flight users immediately, then the person will exit according to one of other two `exit_type` values.
		`"normal"`	Person came to the last logical node in an experience and exited with no nodes left.
Experience Skipped	`skipped_reason`	`"maxLifeTimeEntriesReached"`	Person could not enter the experience because they failed the lifetime entrances limit. They cannot re-enter this experience again.
		`"maxSimultaneousEntriesReached"`	Person could not enter the experience because they failed the simultaneous entrances limit. They will be eligible again upon one of their current journeys exiting, which opens up a slot the next time they do the event and are evaluated against the Entrance Criteria.
		`"recencyCheckFailed"`	Person could not enter the experience because they failed the recent entrances limit. They will be eligible again upon the time limit completing, which will allow them to re-enter the next time they do the event and are evaluated against the Entrance Criteria.
		`"segmentationConditionCheckFailed"`	Person could not enter the experience because they failed to meet the segmentation criteria.

When an experience is deactivated with the option of not purging inflight users, ZMP does not deactivate the connected triggered campaigns, so they will in turn be shown as active even though the connected experience is deactivated (this will allow already existing users in the experience to receive the campaign even though the experience is deactivated).

If an experience is deactivated by having inflight users purged, the connected triggered campaigns are also deactivated.

It is recommended to use the event directly within the Experience rather than through Behavior. Using Behavior can sometimes cause delays in processing. It's advisable to incorporate events directly into the Experience and add any necessary event property filters within it.

Report Builder

Learn more about reports.

1. Select Events as your Report Type.

2. Select the Event Name and other relevant metrics you want to use.

3. Under Filters, select Event Name and search for your event in the system format (eg, system::experience_entered).

4. Add additional dimensions as needed and click on Save when you’re finished.

People Page

Every person who enters, exits, or skips an experience will have a corresponding event show up on their people page. Use this page to debug events by reading the payload to get more information on the user’s journey, such as skipped_reason_details.

Audience Explorer

Learn more about Creating Audiences

You can create segments in Audience Explorer using experience system events.

1. Select Experiences in the segment selector and select from one of the three experience event types.

2. Specify the experiences and additional filters based on the event, such as skip reason or exit type.

3. When you save, enable tracking so you can use the Customer Segment in Experience Builder via the Split by Audience or Segment Entry/Exit Event nodes.

You must enable tracking on a Customer Segment to use it as criteria in Experience Builder.

Entrance Criteria

Configuring Entrance Criteria

Points to Remember

Exit Criteria

Configuring Exit Criteria

Points to Remember

Using Experience System Events

Experience Events

Key Sub-Property Values

Report Builder

People Page

Audience Explorer