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State transitions

State Transitions in a Zephr User State Map define the rules for user movement between states based on behavior, activity, or product access.

State Transitions define how and when users move between states in a Zephr User State Map. They are the rules that determine whether a user advances, reverts, or shifts into a new state based on behavior, activity, or product access.

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

  1. Drag from the white circle on the state you want to transition from to the white circle with an arrow inside on the state you want to transition to.
  2. In the New Criteria dialog box, open the Transition Criteria menu.
  3. Select the trigger type:
    • Page Viewed: Choose Less Than or More Than, enter the number of page views, and select the period (Day, Week, Month, or Custom). If Custom, enter the number of days.

      • Less Than: Trigger when an end user views fewer pages than the number entered (e.g., fewer than 2 pages/day → churn prevention).

      • More Than: Trigger when an end user views more pages than the number entered (e.g., more than 10 pages/day → engaged users).

    • Logged In: Choose Less Than or More Than, enter the number of logins, and select the period (1 Week, 2 Weeks, 1 Month, 3 Months, 6 Months, 1 Year, or Custom). If Custom, enter the number of days.

    • Has Product: Choose Any Product or Select Product. If selecting products, search or check the products you want.

      • Any product: Trigger if the user has any product grant.

      • Select Product: Choose one or more specific products by:

        • Entering the product name in the search box.

        • Checking Select All to include all products.

        • Selecting checkboxes next to specific products.

  4. (Optional) To add more criteria, select the + icon. Define the extra criteria, then choose whether all must be met (And) or if any are enough (Or).
  5. Select the arrow type to define the transition direction:
  6. Select Save to add the transition to the user state map, or Cancel to exit without saving.