An automation is a series of pre-defined steps that include entry points, actions, and conditions. When a contact enters an automation, they start going through the steps until they exit the automation after completing the final step. However, it's possible to force a contact to exit or restart the automation, no matter which step the contact is at.
What are exit and restart conditions?
The exit and restart conditions cause a contact to immediately exit or restart your workflow once specific conditions are met, no matter which step the contact is at when these conditions are met.
The following exit and restart conditions are available in an automation:
|
Marketing and Transactional Email Activity |
Opens: exit or restart the automation when a contact opens a specific email or any email. |
|---|---|
|
Clicks: exit or restart the automation when a contact clicks a specific link or any link in an email. |
|
|
Unsubscribes: exit or restart the automation when a contact unsubscribes from a specific or any email. |
|
|
Contact details |
Anniversary: exit or restart the automation based on a date stored in a contact attribute (e.g. birthday). |
| Contact attributes condition: exit or restart the automation based on a value stored in a contact attribute. | |
| A contact is added to a list: exit or restart the automation when a contact is added to a specific list. | |
| A contact is in a segment at a given time: exit or restart the automation when a contact matches the conditions of a specific segment. | |
|
A contact submits a form |
Exit or restart the automation when a contact submits a specific or any of your Brevo forms. |
|
An event happens |
Exit or restart the automation when a specific event happens. It can be an event linked to a Brevo feature, to your website, or to your emails. |
|
Website Activity |
A contact visits a page: exit or restart the automation when a contact visits a specific page or any page on your website. |
| A contact clicks an external link: exit or restart the automation when a contact clicks a specific link or any link on your website. |
Examples of automations with exit or restart conditions
The abandoned cart automation is used to send an email to contacts who leave their cart on your website without purchasing the items inside:
| Entry point | An event happens: cart_updated (contact adds a product to their cart) |
|---|---|
| Condition |
Add a delay: 2 hours |
| Action |
Send an email: remind the contact of the products they left behind |
| Exit condition | An event happens: order_completed (contact purchases their cart) and cart_deleted (contact deletes the products from their cart) |
| Restart condition | An event happens: cart_updated (contact adds additional products to their cart or creates a new cart) |
Apply an exit condition when contacts pay their bill. You will need to create a custom event for when a bill is paid and then use the condition An event happens > Custom Event.
Apply an exit condition when contacts use the coupon code. You will need to create a custom event for when a coupon code is used and then use the condition An event happens > Custom Event.
Apply an exit condition when contacts make a purchase. You will need to install the Brevo tracker on your website and then use the condition An event happens > Custom Event (order_completed).
Add an exit or restart condition to an automation
You can add an exit or restart condition to an automation while creating or editing it:
- From the automation editor, scroll down to the end of the automation and click Add new Conditions.
- According to your needs, select an exit or restart condition.
- Select a condition between Email Activity, Contact Details, A Contact Submits a Form or Website Activity. Similar options are available for both exit and restart conditions.
- Set up your condition.
You can repeat these steps to add multiple exit or restart conditions to your automation. You can edit or delete your exit and restart conditions at any time.
What happens if no exit or restart conditions are applied to an automation?
- If no exit condition is applied to an automation, a contact will exit after after completing the final step.
- If no restart condition is applied to an automation, a contact will only restart the automation if:
- the entry conditions of the automation allow contacts to enter the automation more than once, AND
- the contact matches the conditions of the entry point of the automation another time.
- the entry conditions of the automation allow contacts to enter the automation more than once, AND
⏩ What's next?
- Available entry points, actions, and conditions
- Creating a custom Automation workflow
- Automation use cases (abandoned cart, welcome messages, birthday emails, etc.)
🤔 Have a question?
If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.
If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo expert partner.