Please note that programs with Advanced participation settings will be deleted on January 2, 2023. Please consider copying the program and use one of the suggested alternatives described in Advanced participation settings.
If you need further assistance, please contact Emarsys Support.
Why should I be using the Participation check node?
Besides providing you with the same functionality as Participation settings, the Participation check node comes with the following benefits:
- The control is in your hands: you can place the Participation check node wherever you want within the journey. It allows you to flexibly control the program’s participation frequency limit. You can make sure that only the right contacts receive your treatment by inserting the Participation check node right before the channel or treatment nodes.
- It’s more transparent: you can check how many contacts met the requirements on the Program Summary page (i.e. how many of them proceeded along the Yes and No branches of the Participation check node). It’s easier to follow how contacts travel through your program and you can see where participation filters are applied in the program.
- It’s more sophisticated: you can choose from more options when specifying the time period after which contacts can proceed along the Yes path again. In addition, you can fine-tune the journey by specifying how to treat contacts continuing their journey on the No path.
- Shared Participation check settings: you can share your Participation check settings across multiple Automation Center and Interactions programs.
- Edit your Participation check without limits: you can edit the Participation check settings even in active programs.
What is the difference between the Participation check node and Participation settings?
Participation check node
You can insert the Participation check node wherever you need it in your program. It also allows you to set your program’s participation requirements on a node level (as opposed to Participation settings that are applied on a program level). The Participation check node splits the journey into two branches wherever you put it:
- Contacts who meet the requirements continue their journey on the Yes path.
- Contacts who do not meet the requirements proceed along the No path.
Emarsys recommends inserting the Participation check node right before your channel or treatment nodes to make sure your message, incentive, voucher or treatment gets to all contacts who are eligible to receive it.
In the following example, contacts can proceed along the Yes path only once ever. Otherwise, they will continue their journey on the No path.
Participation settings work on a program-level basis and filter your contacts based on the time when they entered the program (as opposed to the Participation check node that filters contacts based on the participation requirements on a node level).
When you are using Participation settings, an invisible filter is added to your program as follows:
- If your program starts with recurring entry points, then Participation settings are applied after the first Segment node.
Sending a valuable discount to contacts once ever
Suppose you would like to send your defecting customers a 30% discount and make sure they receive it only once. Contacts who have already received the discount can get a free shipping voucher every 30 days. You need to add the following Participation check nodes to your program:
- Insert a Participation check node and set it to Only once ever.
- Contacts can proceed along the Yes path only once, so they cannot receive this valuable discount multiple times.
- Those contacts who have already received your discount will continue their journey on the No path.
- Put another Participation check node after the No branch and use the If the elapsed time since the contact last proceeded along the Yes path is at least option and set it to 30 days. This is required to ensure contacts will get the free shipping voucher only once every 30 days.
This is how your program will look:
Using the same voucher Participation check settings in multiple programs
Suppose that you would like to send your contacts vouchers from multiple programs using the same voucher pool. To make sure contacts only receive a voucher once every 30 days from all your programs, you need to create a shared Participation check setting as follows:
1. Switch the Make this check available in other programs toggle in the Participation check node.
2. Create a new Participation check and give it a name.
3. Select the If the elapsed time since the contact last proceeded along the Yes path is at least option and set it to 30 days.
4. Insert a Participation check node before the channel node that sends vouchers to your customers in all programs using the same voucher pool and select your shared Participation check settings.
Does the Participation check node work the same way as the Participation settings?
Yes, the Participation check node works the same way as the program-level Participation settings and it provides you with more flexibility: you can put it wherever you need it. For more information, see sections Why should I be using the Participation check node? and What is the difference between the Participation check node and Participation settings?
How will the Program Summary page change?
Using the Participation check node will result in more transparent reporting:
- When using Participation settings, you can only see the filtered results because Participation settings are already applied at the entry node.
- When using the Participation check node, you can see all contacts who entered the program and also the ones who took the No branch (e.g. those who already participated in the program in the given timeframe) of the Participation check node.
What happens if a program contains Participation settings and Participation checks nodes? Which one will be calculated first?
In this case, program-level Participation settings will be applied first even if the Participation check node comes right after the entry node. Please note that we don’t recommend inserting the Participation check node after the entry node and using Participation settings at the same time because the delay caused by both solutions may result in suboptimal performance.
How does the Automation Center handle contact lists arriving at the Participation check node?
The Participation check node starts to process the contacts in the contact list. This processing means that it checks if they have already proceeded along the Yes path of this particular Participation check within the selected timeframe; if not, then it creates a record. Automation Center programs wait until all the results come back, and then a contact list will continue the journey on the Yes branch, while another will take the No branch depending on the contacts’ participation history within the selected timeframe.