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Add Your Transitions

Zuora

Add Your Transitions

For this example, we add four transitions as follows:

  • Add a bi-directional transition between the Registered User state and the Engaged state

    We define the criteria as five or more page views in a day. To do this, complete the following steps:

    1. Drag from a white circle on the Registered user state to a white circle with an arrow inside on the Engaged state

      The New Criteria dialog box displays.

    2. Select Page Viewed from the Transition Criteria menu
    3. Select the More Than radio button
    4. Enter 5 in the Page Views text box
    5. Select the Day radio button from the In a options
    6. Select the bi-directional button from the Flow section
    7. Select the Save button

      The transition is added to the user state map canvas.

  • Add a bi-directional transition between the Registered User state and the VIP state

    We define the criteria as ten or more page views in a day and a Gold subscription. To do this, complete the following steps:

    1. Drag from another white circle on the Registered user state to a white circle with an arrow inside on the VIP state

      The New Criteria dialog box displays.

    2. Select Page Viewed from the Transition Criteria menu
    3. Select the More Than radio button
    4. Enter 10 in the Page Views text box
    5. Select the Day radio button from the In a options
    6. Select the plus (+) icon

      A New Criteria tab is added.

    7. Select Has Product from the Transition Criteria menu
    8. Select the Select Product radio button from the Choose Products options
    9. Select the checkbox beside the Gold product
    10. Select the bi-directional button from the Flow section
    11. Select the Save button

      The transition is added to the user state map canvas.

  • Add a one-way transition from the Engaged state to the VIP state

    We define the criteria as ten or more page views in a day and a Gold subscription. To do this, complete the following steps:

    1. Drag from another white circle on the Engaged user state to a white circle with an arrow inside on the VIP state

      The New Criteria dialog box displays.

    2. Select Page Viewed from the Transition Criteria menu
    3. Select the More Than radio button
    4. Enter 10 in the Page Views text box
    5. Select the Day radio button from the In a options
    6. Select the plus (+) icon

      A New Criteria tab is added.

    7. Select Has Product from the Transition Criteria menu
    8. Select the Select Product radio button from the Choose Products options
    9. Select the checkbox beside the Gold product
    10. Select the one-way button from the Flow section
    11. Select the Save button

      The transition is added to the user state map canvas.

  • Add a bi-directional transition between the Registered User state and the Lapsed state

    We define the criteria as no views in the last week. To do this, complete the following steps:

    1. Drag from a white circle on the Registered user state to a white circle with an arrow inside on the Lapsed state

      The New Criteria dialog box displays.

    2. Select Page Viewed from the Transition Criteria menu
    3. Select the Less Than radio button
    4. Enter 1 in the Page Views text box
    5. Select the Week radio button from the In a options
    6. Select the bi-directional button from the Flow section
    7. Select the Save button

      The transition is added to the user state map canvas.

Your user state map is similar to the following:

User-State-Map-Example-Map.png

Select the Save button under the user state map canvas to save the transitions you have created.

We are now ready to add our states to a rule. In this example, we are going to use a sub rule to reduce the complexity of our main rule.