Conditions help you create personalized journeys by analyzing user attributes, actions, or behavior. Use conditions like Check attribute, Has done event, or others to segment users and ensure targeted communication. Refer to this document to learn how to create a journey.

The six type of conditions are:

1. Check Attribute
2. Has Done Event
3. Reachable Channel
4. Split Action
5. Is In Segment
6. Is In List
7. Path Optimizer

Check Attribute

The Check attribute condition enables targeted communication and allows you to filter as per user details. Send your preferred communication based on whether these attributes meet the conditions you set. Using this condition ensures it reaches the right audience. For example, if you want to send an email to users with an email address in your contact master:

• Select the attribute: Email
• Select the operator: Exists

This configuration ensures that only users with email addresses receive the communication.

Follow the given steps to use this condition.

1. Drag & drop the Check attribute condition on the Journey canvas.
2. Click Check attribute to set the conditions. The Check attributes screen appears. Specify the attribute, operator, and value for each parameter. Refer to the given table to learn about the configuration options.

Click on + Add Parameters to add multiple attributes. Once done, click SAVE.

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Important Points

• Select ALL if all attributes must be satisfied.
• Select ANY if only one attributes needs to be true.
• Attribute checks do not apply to anonymous users.

Has Done Event

The Has done event condition checks if a user has performed a specific event within a specific time range. Use this condition to segment users based on their actions, such as opened, clicked, and so on.

Follow the given steps to use this condition.

1. Drag & drop the Has done event condition on the Journey canvas.
2. Click Has done event to set the conditions. Conditions - Has done an event screen appears. Refer to the given table to know the options available here.

Once done, click SAVE.

Reachable Channel

Set the priority to target reachable contacts. Drag and arrange the channels in your preferred order of priority. For example, if you set Email as the top priority, the system will first send communication via email. If the email fails, it will automatically try the next channel in your list, and so on.

Follow the given steps to use this condition.

1. Drag & drop the Reachable channel condition on the Journey canvas.
2. Condition- Reachable Channel screen appears. Set the priority of the channels and click SAVE.

Split Action

The Split action condition helps you to analyze which combination of variants works the best for your journey. Use at least one/two scenarios at a time. There are maximum of five variants available in split action to test the journey flow.

Follow the given steps to use this condition.

1. Drag & drop the Split action condition on the Journey canvas.
2. Map at least two variants to two different channels/ nodes.
3. Click on Split action to set the percentage. Distribute this journey in variants to measure a journey report and analyze the performance screen appears.
4. Set percentage for variants using the slider or manually add the value. Ensure that the sum off all the variants is 100 and click SAVE.

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Variant Distribution Logic

• List & Segment: Users are distributed based on the selected percentage for each variant.
• Triggers: Users are distributed randomly when they first enter the journey.
  If the journey is in repeat mode, users remain in the same variant for subsequent entries. For example, on day 1, User X enters variant A, and User Y enters variant B. On day 2 or later, both will stay in their original variants.
• Editing Distribution: You can modify the variant percentages after deployment. Previously entered users may move to a different variant and receive different communications. Total distribution must always equal 100%.

Is In Segment

The Is in segment condition helps you check if a user belongs to a specific segment you wish to send your preferred communication.

Follow the given steps to use this condition.

1. Drag & drop the Is in segment condition on the Journey canvas.
2. Click Is in segment to set the conditions. Conditions - Is in segment screen appears.
3. Select up to five segments from the dropdown and click SAVE.

Is In List

The Is in list condition helps you check if a user belongs to a specific segment you wish to send your preferred communication.

Follow the given steps to use this condition.

1. Drag & drop the Is in list condition on the Journey canvas.
2. Click Is in list to set the conditions. Conditions - Is in list screen appears.
3. Select up to five segments from the drop-down and click SAVE.

Path Optimizer

The Path Optimizer condition allows you to automatically direct users to the best-performing journey branch based on real-time engagement or conversion data.

Rather than distributing users equally across variants and manually checking performance, this node uses statistical learning to evaluate outcomes and adjust user routing in real time. You select a metric (Clicks or Conversions), and the system tracks each branch's performance, optimizing which variant gets more traffic as data accumulates.

Use this condition when you want to optimize user routing based on ongoing performance.

When users pass through the Path Optimizer node, they are initially distributed evenly across all defined branches. As real-time performance data (based on the selected success metric) begins to accumulate, the system automatically adjusts routing to favor the branches that are performing better.

Path Optimizer node is in beta phase & a configurable feature at present. Reach out to Netcore Support team to enable it for your panel.

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Note

Choose Clicks when the goal is to maximize engagement (e.g., message interactions), and choose Conversions when the goal is to drive specific outcomes like purchases or sign-ups.

Follow the given steps to use this condition.

1. Drag & Drop the Path optimizer conditions panel on the Journey canvas.
2. Click the Path Optimizer node to open the configuration modal.
3. Complete the following fields:

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Important Points to Remember:

• You must include at least one communication channel node (Email, SMS, WhatsApp, etc.) in each branch.
• For Conversions, ensure a Journey Goal is set. Without it, the optimizer cannot function.
• You cannot publish the journey until these conditions are satisfied.
• Re-deploying the journey resets the Path Optimizer node—treating it as a fresh start with no prior winner or metric data.

Reporting(Analytics on Path Optimizer Node)

Once your journey is published, the Path Optimizer node will display the following metrics in the node-wise view (on hover or in expanded analytics):

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Note

• These metrics update in near real time based on ongoing user interactions.
• The displayed success metric (Clicks or Conversions) corresponds to the one selected in configuration.

If you change the metric mid-journey, the analytics update accordingly, but only new user entries are considered under the new metric.

Business Use Cases for Path Optimizer

The Path Optimizer can be applied across various industries to test and improve message performance, timing, and conversion outcomes. Below are common real-world use cases categorized by vertical: