开始使用优化活动 journey-path-optimization

在此页面上:​了解如何使用优化活动,根据实验、定位和条件创建多个历程路径,并替换以前的条件活动。

IMPORTANT
优化​活动是在历程中创建条件路径的新工具。 它取代了以前的​ 条件 ​活动,该活动已从 UI 中移除。 所有条件逻辑都将保留,并且现在通过​ Optimize ​活动的条件进行处理。
如果您现有历程使用了​ 条件 ​活动,则可以继续像以前一样使用它们。 它们现在有一个新图标,显示为​ 使用 ​​ Condition ​​ 方法优化 ​活动,但行为保持不变。 您在节点上设置的任何自定义标签都将保留。

通过​ 优化 ​活动,您可以根据特定条件(包括试验、定位和特定条件)创建多个​路径,从而定义个人如何完成您的历程 — 确保最大程度的参与并成功创建高度自定义且有效的历程。

历程活动面板中的 优化按钮

什么是历程路径? journey-path

历程​ 路径 ​可由以下任意项组成:通信排序、通信间隔时间、通信次数或这三个变量的任意组合。

例如,一个路径可以包含一封电子邮件,另一个路径可以包含两封短信消息,第三个路径可以包含一封电子邮件,两个小时的“等待”节点,然后是一封短信消息。

优化历程的三种方法 optimization-methods

通过​ 优化 ​活动,您可以对历程路径执行以下操作:

  • 运行路径实验 — 根据随机拆分测试不同的路径,以确定哪些路径根据预定义的成功量度(例如:转化率、收入、参与度)表现最佳。

  • 利用定位规则 — 根据受众区段、用户档案属性或上下文数据,定义客户必须符合的特定规则,以便有资格输入历程路径之一。 这可确保正确的受众进入指定的路径。

  • 应用条件 — 根据特定条件(如数据源、时间、日期、百分比拆分或配置文件上限)创建条件路径。 这与之前的Condition活动相同。

工作原理 how-it-works

历程上线后,系统会根据定义的标准评估用户档案,并根据匹配标准,将用户档案沿历程中的相应路径发送。

后续步骤 next-steps

选择最适合您的用例的优化方法:

  • 想要测试并了解哪条路径效果最佳? →转到路径试验
  • 希望通过特定路径发送不同受众? →转至路径定位
  • 要创建条件逻辑(if/then方案)? →转至条件
AI Knowledge Reference

This section contains structured knowledge intended to support interpretation, retrieval, and question answering related to this topic.

For complete understanding, this information should be combined with the documentation on this page. Neither source is intended to stand alone; the page describes the feature, while this section provides additional context that helps disambiguate terminology, intent, applicability, and constraints.

  • TL;DR: This page introduces the Optimize activity, the replacement for the former Condition activity, which lets users create multiple journey paths using experimentation, targeting rules, or conditional logic.

Intents:

  • Understand what the Optimize activity does and how it replaces the former Condition activity
  • Create multiple journey paths using path experimentation (A/B testing)
  • Define targeting rules to route specific audience segments or profile attributes down separate paths
  • Apply conditional logic (if/then) using the Conditions method within the Optimize activity
  • Migrate existing journeys that used the Condition activity to the new Optimize activity

Glossary:

  • Optimize activity: The journey canvas activity that replaces the former Condition activity and enables creation of multiple paths via experimentation, targeting, or conditions. (product-specific)
  • Journey path: A sequence within a journey that can consist of communications, wait times, number of messages, or any combination; profiles are routed to a path based on criteria defined in the Optimize activity. (product-specific)
  • Path experimentation: An Optimize method that randomly splits profiles across paths to determine which performs best against predefined success metrics such as conversion rate or revenue. (product-specific)
  • Path targeting: An Optimize method that routes profiles to paths based on audience segments, profile attributes, or contextual data. (product-specific)
  • Conditions: An Optimize method equivalent to the former Condition activity, creating conditional paths based on data sources, time, date, percentage splits, or profile caps. (product-specific)

Guardrails:

  • The former Condition activity has been removed from the UI; existing journeys using it continue to work and now display with a new icon as Optimize activities using the Conditions method
  • Custom labels set on former Condition nodes are preserved after the migration to Optimize

Terminology:

  • Canonical name: Optimize activity — Acronym: none — variants: journey path optimization, Optimize node
  • Synonyms: “Optimize activity (Conditions method)” = “former Condition activity”
  • Do not confuse: “Path experimentation” ≠ “Path targeting” — Path experimentation uses random splits to test which path performs best; path targeting uses defined rules to route specific audiences to specific paths

FAQ:

  • Q: What happened to the Condition activity? — It has been replaced by the Optimize activity and removed from the UI. Existing journeys that used Condition activities continue to work unchanged; they now display with a new icon as Optimize activities using the Conditions method.
  • Q: What are the three methods available in the Optimize activity? — Path experimentation (random A/B splits to find the best-performing path), Path targeting (rule-based routing by audience or profile attributes), and Conditions (if/then conditional logic equivalent to the former Condition activity).
  • Q: How does path experimentation differ from path targeting? — Path experimentation randomly splits profiles to test and compare path performance against success metrics; path targeting routes specific audiences or profile types down designated paths based on defined criteria.
  • Q: Is path targeting generally available? — Yes, as of June 8, 2026.
  • Q: What is a journey path? — A path is a sequence within a journey that can include a combination of communications, wait periods, and message counts; profiles are evaluated and routed to the appropriate path by the Optimize activity criteria.
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