Plays: Branching Skills

Updated by Zoe Ngan

Plays: Branching Skills

This guide will walk you through the process of setting up branching skills in the plays.

Go to app.getsignals.ai

1. Introduction

There are four different branching skills. Bot Signal, Website Signal, Company Segment, and Visitor Location.
Introduction

2. Click "Bot Signal"

Drag out the Bot Signal skill.
Click 'Bot Signal'

3. Add a Filter

Click select filter to add your branching criteria
Add a Filter

4. Click "Interacted with bots"

The first branching option is "Interacted with bots" This allows you to route based on their previous interactions with other bots.
Click 'Interacted with bots'

5. Select the bot you'd like to route by.

Select the bot you'd like to route by.
Select the bot you'd like to route by.

6. Click "Booked a meeting"

The other option in bot signals is "Booked a meeting"
Click 'Booked a meeting'

7. Select a time frame you'd like to route by.

Select a time frame you'd like to route by.
Select a time frame you'd like to route by.

8. Click "Website Signal"

Drag the "Website Signal" skill out
Click 'Website Signal'

9. Click "URL"

Access the URL section
Click 'URL'

10. Select a routing option

Within the website signals, you have different logical options
Select a routing option

11. Contains

Contains lets you choose any part of a URL to route by
Contains

12. Does not contain

Does not contain lets you avoid certain URLs
Does not contain

13. Exact match

Exact match requires and routes by the singular URL you put in
Exact match

14. High Intent Page(s)

The High Intent Page option lets you route by your grouped high intent pages.
High Intent Page(s)

15. Total website visits

Website visits let you route by how many times they have previously come to your site.
Total website visits

16. Days since last visit

Days since last visit lets you route for frequent visitors or for people that haven't been around in a while.
Days since last visit

17. Traffic source

Traffic source lets you route by where visitors are coming from, like email, google, or social media platforms.
Traffic source

18. Click "Company Segment"

Drag the "Company Segment" skill out.
Click 'Company Segment'

19. Create a new branch

Choose the segment you'd like to route by.
Create a new branch

20. Click "Visitor Location"

Drag the "Visitor Location" skill out.
Click 'Visitor Location'

21. Choose the location you'd like to route by

Choose the location you'd like to route by
Choose the location you'd like to route by

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