Adding action to pipeline message

Add an action to a data destination message to track whether customers reach a transaction goal and to send a fulfillment message when they do.

Before you begin

Configure the audience, the trigger, and at least one data destination for the pipeline. For more information, see Creating a Pipeline.

Procedure

  1. On the pipeline mindmap, go to the 4. Where to send this data?>Details. Under Does this message require a user action?, click + Action.

    Result: The What action to send with Message? (Optional) panel opens on the Select Action step.

  2. On the Select Action step, define the goal.
    1. Under Action Type, select Cumulative or Non-Cumulative.
    2. In the Feed Attribute list, select the attribute to evaluate, for example, transactionAmount.
      Note:
      For Cumulative actions, the Feed Attribute list includes 1. This option is not a feed attribute. Select it to count qualifying events: each incoming record that meets the action's filter condition adds 1 to the cumulative total. The action is fulfilled when the count reaches the Target within the configured duration. To calculate a sum instead of count, select a numeric feed attribute or derived enrichment, such as transactionAmount or sumOfTransaction. Only values or expressions that evaluate to Integer or Double are valid for cumulative actions.
    3. In the Target box, enter the target amount.
    4. In the Duration box, enter a value, and then select a unit in the Unit list.
    5. Click Next.
  3. Optional: On the Define Eligibility step, set the conditions that a customer must meet to receive the fulfillment message.
    1. Click Add Condition, and then select an attribute, an operator, and a value.

      For example, profile.roamingEnabled is equal to true.

    2. To add multiple conditions, define the first condition and click Add Condition to add the next condition.
    3. To combine conditions, select AND or OR.
    4. To create a nested set of conditions, click + Group.

      Each group has its own AND/OR setting.

    5. Click Next. To skip this step, click Next without adding conditions.
  4. On the Set Fulfillment Message step, configure the message that Detect sends when the customer fulfills the action.
    1. In the Event ID box, enter an identifier. You can use letters, numbers, and underscores.
    2. In the Destinations list, select one or more destinations. Currently, Detect supports only MariaDB.
    3. Under Select attributes you want to send to downstream, select the attributes. You can search the list or select Select All.

      The selected attributes appear in the Attributes Selected panel.

  5. Click Save.

Results

The mindmap shows an action block with event ID. The Optional: Do you want to send reminders? section appears below the action.

What to do next

To remove an action, click the menu icon on the Action along with message block, and then click Remove. The action's reminders are also removed, and the destination returns to a message-only configuration.

To remove a data destination, remove the destination block. Its actions and reminders are also removed. Other destinations aren't affected.