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In the Send To dropdown, select the personas from the transaction data that should become recipients of the campaign. Multiple personas can be selected if the campaign fits the needs and experiences of multiple parties in the transaction.
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Conditions
The Conditions section allows you to set additional criteria that must be met by transactions before triggering a campaign. For instance, you can send campaigns only to transactions in a specific city or those categorized as a particular transaction type, such as ‘refinance.' Several conditions can be created for one source type, and connectors, either ‘and’ or 'or’
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Geographical Conditions: Send campaigns exclusively to transactions from designated cities or states.
Transaction Type: Define conditions based on transaction types, such as 'refinance.'
Transaction Date: send campaigns to recipients based on the date of transaction (delay).
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Best Practices:
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