Select By Events Block

What's in this article

• When to use
• Best practices
• Tabs in this block

Summary

The Select By Events block selects contacts based on event activity (orders, check-ins, etc.) in a date range. It’s a fast way to build a behavior-based segment.

Important:  A Patch admin will need to add this block to your campaign. Reach out to your onboarding rep or customer success to learn more. Email: success@patchretention.com

When to use

• Build a list of recent visitors for a follow-up seasonal programaign
• Find customers who purchased a specific product
• Create a “recently active” segment

Best practices for businesses, programs, and classes

• Use relative date ranges (last 7 days) for daily/weekly automations.
• Keep the window tight so messages match what the customer remembers.
• Pair with Filter (members vs guests) and Throttle (frequency control).

Tabs in this block

Editor

This is where you configure the block. After you change settings, save the block so the automation uses the updated configuration.

Stats

Stats populate after the block runs for at least one contact. For most blocks, Stats are mainly for quick troubleshooting (example: times triggered and last completed).

Task Log

The Task Log is the best place to troubleshoot a specific run. Each row is one task (usually one contact) that passed through this block.

• Time: when the task ran
• Run Duration: how long it took
• Contact: click the person icon to open the contact profile
• View Payload: click VIEW PAYLOAD to see all data passed through the automation for that task
• Task ID: helpful for internal debugging and support

Warnings & Errors

• Errors must be fixed before the automation can be enabled.
• Warnings do not always block enabling, but they usually mean something is missing or risky.
• If you see an error or warning banner, fix it in the Editor, then re-open the block to confirm it is cleared.