Using AND vs. OR to Set Conditions in Yotpo SMS & Email Flows

Goals and Outcomes

Understanding how to use the AND and OR connectors when adding conditions in Yotpo SMS & Email flows is crucial for accurately targeting your audience. These connectors allow you to define precise criteria for triggering your flows, ensuring your messages reach the right customers.

Conditions in Flows Overview

Conditions in flows define which customers will enter your flow and receive messages. Each flow trigger includes a set of conditions. Some are universal across all triggers, while others are tailored to the specific trigger, such as “Price drop”, “Abandoned checkout”, or “Customer winback”.

How you connect conditions determines your audience size. Using AND means customers must meet all conditions to trigger a response, narrowing the audience. In contrast, OR requires customers to meet just one of the specified conditions, broadening the audience.

Adding Conditions in Flows

To add a condition to a new flow:

1. In your Yotpo SMS & Email main menu, go to Flows > My Flows and click Create flow.

2. Select a trigger and start building your flow.

3. Click +Add step and select Add condition.

The step is added to your flow. You’re now ready to set it up.

Examples

Positive Conditions

Let’s say you want to target loyal customers who have been active on your site with a discount code. You select the “Active on site” trigger and add conditions. You decide to target customers who:

• Have an account in your store

• Have previously placed at least 5 orders

By using the AND connector, you ensure the discount code is sent only to loyal customers who meet both conditions, helping you focus on your most engaged audience. In other words, you’re narrowing the number of customers who can receive a discount.

By using the OR connector, the discount code will be sent to customers who meet at least one of the conditions, broadening your target audience.

Negative Conditions

In another scenario, you may want to target potential new customers who have been active on your site with a discount code. You select the “Active on site” trigger and add conditions. This time, you decide to target customers who:

• Do not have an account in your store

• Have never placed an order

By using the AND connector, the discount code will be sent only to customers who meet both conditions, encouraging first-time conversions with your discount offer. If a visitor on your site has an account or has placed an order, they will not receive the discount.

If you use the OR connector instead, the discount code will be sent to customers who meet at least one of the conditions, broadening your audience. In other words, the discount code can be sent to customers who:

• Do not have an account in your store but have placed an order in the past

• Do have an account in your store but have never placed an order

Complex Conditions Using Both Connectors

Sometimes, you may need to use both AND and OR connectors to target multiple groups of customers. In this example, you want to send a discount code to site visitors who meet the following conditions:

• SMS subscribers who have an account in your store

  OR

• SMS subscribers who have placed at least one order

In other words, the conditions in the flow can be summarized as:

(SMS subscribers AND have an account in your store) OR (SMS subscribers AND have placed at least 1 order)