Welcome to Zuora Product Documentation

Explore our rich library of product information

Build your sub rule

Learn how to build a sub rule by adding and configuring Journey State decision nodes and connecting them to create a logical flow.

  1. Navigate to the feature to which you want to add the Journey State decision node as follows:
    1. Select Products > Features from the main menu.
    2. Select the version to update. The rules builder is displayed.
  2. In the user type selector bar, select the circle beneath Registered. A blank canvas is displayed.
  3. Select the Sub Rules segment title.
  4. Drag a Sub Rule decision node to the canvas.
    1. Enter Journey State in the Title text box.
    2. Click Save. A blank sub rule canvas displays.
  5. Select the User segment title.
  6. Add Journey decision nodes for each state, as follows:
    1. Drag the Journey State decision node to the sub rule canvas. The State dialog box displays. Select Engaged from the State menu and click Save .
    2. Drag another Journey State decision node to the sub rule canvas. The State dialog box displays. Select VIP from the State menu and click Save .
    3. Drag another Journey State decision node to the sub rule canvas. The State dialog box displays. Select Lapsed from the menu and click Save .
    4. Drag another Journey State decision node to the sub rule canvas. The State dialog box displays. Select Registered from the State menu and click Save .
  7. Select the Sub Rules segment title.
  8. Create outputs for each state, as follows:
    1. Drag the Output Option decision node to the sub rule canvas. The Output Option dialog box displays. Enter Engaged in the Title text box and click Save . An Engaged output is added to the sub rules canvas.
    2. Drag another Output Option decision node to the sub rule canvas. The Output Option dialog box displays. Enter VIP in the Title text box and click Save . A VIP output is added to the sub rules canvas.
    3. Drag another Output Option decision node to the sub rule canvas The Output Option dialog box displays. Enter Lapsed in the Title text box and click Save . A Lapsed output is added to the sub rules canvas.
    4. Drag another Output Option decision node to the sub rule canvas The Output Option dialog box displays. Enter Registered in the Title text box and click Save . A Registered output is added to the sub rules canvas.
  9. Connect the nodes as follows: Connecting nodes sample
    • Connect the Start Sub Rule to the Engaged decision node.

    • Connect the No output of the Engaged decision node to the VIP decision node.

    • Connect the Yes output of the Engaged decision node to the Engaged Output Option.

    • Connect the No output of the VIP decision node to the Lapsed decision node.

    • Connect the Yes output of the VIP decision node to the VIP Output Option.

    • Connect the No output of the Lapsed decision node to the Registered decision node.

    • Connect the Yes output of the Lapsed decision node to the Lapsed Output Option.

    • Connect the No output of the Registered decision node to the Engaged decision node.

    • Connect the Yes output of the Registered decision node to the Registered Output Option.

  10. Click Done to save your sub-rule and return to the main rules canvas.

    You can now finish building the main rule.