Enhance Conditions System for Scheduled Notifications

Modified on Wed, 6 Aug at 3:15 AM

This article explains how to use the enhanced Conditions System for scheduled notifications in Momenta. Admins now have increased control over when messages are sent and to whom, using both primary and secondary conditions with dynamic and static triggers.



1. Overview of Conditions

  • Primary Condition: Required. Determines when the message is sent (based on date/time or user action).
  • Secondary Conditions: Optional. Up to 3 can be added to further filter the audience.
  • AND/OR Logic: Combine conditions using “Additionally” (AND) or “Alternatively” (OR).
  • Real-Time Summary: Plain-language logic preview helps avoid errors.
  • Conflict Detection: Warnings help catch conflicting or overly restrictive setups.


  1. Click “New Notification” from Journey, Cohort, or Team view
  2. Fill in required fields:
    • Title
    • Audience
    • Channel (Email/In-App)
    • Message Body
    • Primary Condition
  3. Optionally add up to 3 Secondary Conditions
  4. Use the Summary section to confirm logic reads clearly
  5. Click Save as Draft or Save & Enable

The new modal UI is cleaner, uses dropdowns and toggles, and validates entries in real time.


3. Defining a Primary Condition

Static Primary Condition:

  • Choose a specific date and time
  • Used for announcements or fixed-date reminders
  • Sent at midnight UTC if time is not set

Dynamic Primary Condition:

  • Triggered by a user action (e.g., completion, login, booking)
  • Components:
    • Time value (e.g., 3)
    • Unit (minutes, hours, days, weeks)
    • Moment (before, after, immediately)
    • Trigger (e.g., "user added to cohort", "module completed")
  • 0 = Immediately after the action occurs
  • Time is stored in UTC for consistency


4. Using Secondary Conditions

Secondary Conditions help filter the audience for more precision. You can define up to 3 per notification using AND or OR logic.

Available Filters Include:

  • Learner Score Range: e.g., “greater than 100”
  • User Added to Cohort: by date (before/after/equal)
  • Last Login Date: inactivity nudges or engagement filtering
  • Completion Status: based on activity/module/stage completion
  • Coaching Session Status: unbooked, missed, completed, etc.

Logic Type:

  • AND: All conditions must be true (“Additionally” in summary)
  • OR: At least one must be true (“Alternatively” in summary)

Warnings: The system will flag combinations that result in no recipients due to conflict or misalignment.


5. Reviewing the Condition Summary

As you define logic, a real-time summary appears at the bottom of the modal. This provides a plain-language description of the full logic setup.

Examples:

  • Primary Only: “Send this notification 1 day after module completion.”
  • Primary + Secondary (AND): “...only if score > 100 and login was before Jan 10.”
  • Primary + Secondary (OR): “...if score < 50 or they joined before March 1.”

This helps prevent delivery mistakes and provides a clear record for QA or reviews.


6. Tracking Conditions in the Notification Table

  • All configured conditions are shown in their own columns
  • Primary Condition: displayed as static or short-form dynamic description
  • Secondary Conditions: shown as simplified filter logic
  • Use the Notification Table filters to:
    • Search by condition type (static vs dynamic)
    • Find notifications using specific filters (e.g., “last login”)
    • QA logic for upcoming launches
  • To review filters, see: Scheduled Notifications


Visual Aids

  • New Notification Journey Level


  • New Notification Cohort Level


  • New Notification Team Level


  • New Notification Modal

  • Primary Condition Setup (Static vs. Dynamic)


  • Secondary Condition Options


  • AND/OR Logic


  • Summary Statement


  • Conflict Warning Example


  • Tracking in Notification Table


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