Fuze | Onboarding - Step 1 - Selecting triggers and displaying the funnel to the clients setup

Onboarding - Step 1 - Selecting triggers and displaying the funnel to the clients setup

The section allows the merchant to set the conditions under which the Post-purchase page with the selected upsell product will be displayed.

Always - by default, the funnel is always set to be displayed when set, regardless of the user's order, which in turn can be considered a plus for both parties. The closed circle already mentioned - more consumption by the consumer and more sales by the merchant.



Rules - by selecting Rules instead of Always, the merchant can set certain conditions under which the specific funnel will be displayed on the Post-purchase page. Let's look at them separately. An important clarification here is that all of the specified criteria must be met by the user for the corresponding funnel to be displayed, with a mandatory minimum of at least one of them being set.
- If the Enable product trigger option is enabled, the merchant can select a specific product(s) from the product list, which, if purchased by the user, will trigger the funnel, and the upsell product set by the merchant will be displayed on the Post-purchase page. Quick clarification - if only this option is enabled and the user purchases the product(s), the funnel will be displayed on the Post-purchase page.



- If the Enable cart value trigger option is enabled, the merchant can choose at what value of the user's order the funnel will be triggered. The options are more than, less than, and equal to, and then the merchant specifies the desired amount. If this option is added to Enable product trigger, it means that the funnel will be activated only when both conditions are met. In case the active option is only Enable cart value trigger, the funnel will be active on the Post-purchase page when the amount set by the merchant is reached by the user.



- If the Enable quantity trigger option is enabled, the merchant has the option to select the quantity of products (more than, less than, equal to) purchased by the user which will trigger the funnel. If this option is added to Enable product trigger and/or Enable cart value trigger, it means that the funnel will be triggered if the user meets all selected conditions. And if only Enable quantity trigger is the active condition, when the user reaches the specified quantity, the funnel will also be displayed on the Post-purchase page.



Again, a quick clarification - one of the Rules funnel options must be set to create the funnel. As it became clear, combinations of two or three active options are also possible with the clarification that the funnel will be active on the Post-purchase page only when the user meets all conditions. The following situation can be used as an example: active Enable product trigger conditions with the product, for example, red dress, and active Enable cart value trigger more than $100. If the user orders the red dress, but the amount in the cart is less than $100, the funnel will not be displayed on the Post-purchase page because only one of the conditions is met by the user. This way, the merchant can set offers to be displayed on the Post-purchase page only under certain conditions.

When the Rules option is selected for the funnel that will be displayed on the Post-purchase page, an additional option is also available - Show funnel to. The merchant can choose to whom the funnel created on the Onboarding will be displayed. There are three available options in the Triggers section as follows:
- All - The All option is set by default. This means that the funnel will be displayed on the Post-purchase page to all users, regardless of their emails set for the order(s), when the conditions of the Rules funnel are met.
- New customers - When the New customers option is selected in the Triggers section, this means that the funnel will be displayed on the Post-purchase page only to the new customers according their email set for the order(s). In addition, if the user uses their email and meets the conditions for the Rules funnel, the funnel will be displayed on the Post-purchase page. And if the user completes another order using the same email and the conditions for the Rules funnel are met again, the funnel will not be displayed on the Post-purchase page because the trigger to show the funnel is set only to the new customers.
- Existing customers - When the Existing customers option is selected in the Trigger section, this means that the funnel will be displayed on the Post-purchase page only to the existing customers according to their emails set for the order. For example, if the user meets the conditions for the Rules funnel with their email email@email.com for the first time, the Post-purchase page will be skipped. And if the user meets the conditions for the Rules funnel again using the same email, the funnel will be displayed on the Post-purchase page. This is because the trigger to show the funnel is set to the existing customers only. The funnel will also be displayed on the Post-purchase page for all users according to their email who have already completed orders from your store.



In addition, there is another option related to the funnels - both Always and Rules - Show this funnel to clients only once. By default, this option is disabled, which means that the funnel will be displayed to clients on the Post-purchase page every time when the conditions for the funnel are met, regardless of the email used to complete the order. If you enable the option, the funnel will be displayed to the client on the Post-purchase page only once when the conditions for the funnel are met. After that, if the same email is used to complete another order that meets the funnel conditions, the funnel will no longer be displayed on the Post-purchase page.

Updated on: 28/03/2023