Zephr User Guide

State Transitions

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You can link your states using transitions. The state transitions define the criteria that allow end users to move from one state to another.

To link states using a transition, complete the following steps:

  1. Drag from a white circle on the state from which you want to transition to a white circle with an arrow inside on the state to which you want to transition if the criteria are met

    The New Criteria dialog box displays, as illustrated below:

    New Criteria

  2. Select the criteria to match when triggering a transition from one state to another from the Transition Criteria menu. The options are as follows:
    • Page Viewed

      Select this to trigger the transition when the end user views a defined number of pages in a set period

      When selected, further options display, as illustrated below:

      New Criteria - Page Viewed

      Complete these fields as follows:

      1. Select the option against which you want to measure the viewed pages. The options are as follows:
        • Less Than

          Select this if you want to trigger the transition when an end user views fewer pages than entered in the Page Views text box

          For example, you might want to trigger a transition to prevent churn when an end user views fewer than two pages each day.

        • More Than

          Select this if you want to trigger the transition when an end user views more pages than entered in the Page Views text box

          For example, you might want to trigger a transition for engaged user when an end user views more than than ten pages each day.

      2. Enter the number of page views to count in the Page Views text box
      3. Select the period over which you want to count page views from the In a radio buttons. The options are as follows:
        • Day
        • Week
        • Month
        • Custom

          If you select Custom, further options display, as illustrated below:

          New Criteria - Page Viewed, Custom period

          Enter the number of days to include in the custom period in the Period text box

    • Logged In

      Select this to trigger the transition when the end user logs in a defined number of times in a set period

      When selected, further options display, as illustrated below:

      New Criteria - Logged In

      Complete these fields as follows:

      1. Select the option against which you want to measure the logins. The options are as follows:
        • Less Than

          Select this if you want to trigger the transition when an end user logs in less often than entered in the Number of Logins text box

          For example, you might want to trigger a transition to prevent churn when an end user logs in less than twice each week.

        • More Than

          Select this if you want to trigger the transition when an end user logs in more often than entered in the Number of Logins text box

          For example, you might want to trigger a transition for engaged user when an end user logs in each day.

      2. Enter the number of logins to count in the Number of Logins text box
      3. Select the period over which you want to count page views from the Within the Last radio buttons. The options are as follows:
        • 1 Week
        • 2 Weeks
        • 1 Month
        • 3 Months
        • 6 Months
        • 1 Year
        • Custom

          If you select Custom, further options display, as illustrated below:

          New Criteria - Logins, Custom period

          Enter the number of days to include in the custom period in the Period text box

    • Has Product

      Select this to to trigger the transition when the end user has the defined product grant

      When selected, further options display, as illustrated below:

      New Criteria - Has Product

      Select the option that matches the products you want to match from the Choose Products radio buttons. The options are as follows:

      • Any Product

        Select this if you want to trigger the transition if the end user has any product grant.

      • Select Product

        If you select Select Product, further options display, as illustrated below:

        New Criteria - Select Product

        You can select the product, or products, that you want to use to trigger the transition in any of the following ways:

        • Enter the name of the product in the search text box
        • Select the Select All checkbox to select all products
        • Select the checkbox next to the product you want to add
  3. If you want to add more criteria to the transition, select the plus (+) icon in the top right of the dialog box

    A New Criteria dialog box opens on a new tab. Complete this dialog box as described above.

  4. Select the arrow button that represents the direction of the transition

    The arrow buttons are as follows:

    • Bi-directional transition: Bi-directional transition

      This means that the end user can transition in both directions. For example, if they are considered Engaged when they view more than ten articles in a month, they can be transitioned back to the original state if they do not view more than ten articles in the next month.

    • One-way transition: One-way transition

      This means that the end user can only transition from the first state to the second. For example, if they are considered a VIP when they view more than 100 articles, they retain the VIP state even if their views drop in frequency.

    If you have tabbed criteria, you must also specify how to apply the criteria using the Type options, as follows:

    • Select the And radio button if all criteria from the tabbed criteria must be met to trigger the transition
    • Select the Or radio button if any criteria from the tabbed criteria must be met to trigger the transition
  5. Select the Save button to add the transition to the user state map canvas. Selecting the Cancel button displays the user state map canvas without adding the transition
  6. Select the Save button to save the changes to your user state map