開始使用「最佳化」活動 journey-path-optimization

在此頁面上:​瞭解如何使用最佳化活動,根據實驗、目標定位和條件建立多個歷程路徑,取代先前的條件活動。

IMPORTANT
最佳化​活動是在歷程中建立條件式路徑的新工具。 它取代了先前的​ 條件 ​活動,此活動已從 UI 中移除。 所有條件式邏輯都會保留,而且現在會透過​ 最佳化 ​活動的條件處理。
如果您有使用​ 條件 ​活動的現有歷程,您可以像之前一樣繼續使用。 它們現在會以新圖示顯示,作為​ 使用 ​​條件​​ 方法最佳化 ​活動,但行為未變更。 您在節點上設定的任何自訂標籤都會保留。

最佳化​活動可讓您根據特定條件(包括實驗、目標定位和特定條件)建立多個​路徑,以定義個人在您的歷程中如何前進 — 確保最大程度的參與和成功,以建立高度自訂且有效的歷程。

歷程活動浮動視窗中的「最佳化」按鈕

什麼是歷程路徑? journey-path

歷程​ 路徑 ​可由下列任一專案組成:通訊順序、通訊時間、通訊次數或這三個變數的任意組合。

例如,一個路徑可能包含一封電子郵件,另一個路徑可能包含兩則簡訊,而第三個路徑可能包含一封電子郵件、兩個小時的「等待」節點,然後是一則簡訊。

最佳化歷程的三種方法 optimization-methods

透過​ 最佳化 ​活動,您可以對歷程路徑執行下列動作:

  • 執行路徑實驗 — 根據隨機分割測試不同的路徑,以根據預先定義的成功量度(例如:轉換率、收入、參與)判斷哪些路徑執行效果最佳。

  • 運用目標規則 — 根據對象區段、設定檔屬性或內容資料,定義客戶必須符合的特定規則,才有資格輸入其中一個歷程路徑。 這可確保正確的對象進入指定路徑。

  • 套用條件 — 根據特定條件建立條件路徑,例如資料來源、時間、日期、百分比分割或設定檔上限。 這等同於前一個「條件」活動。

運作方式 how-it-works

歷程上線後,會根據定義的條件評估設定檔,並根據比對條件,將設定檔從歷程傳送至適當的路徑。

後續步驟 next-steps

選取最適合您使用案例的最佳化方法:

  • 想要測試並瞭解哪個路徑效果最佳? →前往路徑實驗
  • 想要依特定路徑傳送不同對象? →前往路徑鎖定目標
  • 想要建立條件式邏輯(if/then案例)? →前往條件
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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