Send your subscribers down the right path!

Like actions, conditions are also polite, waiting until the previous step has completed. But, there is a very cool difference between a condition and an action...

Conditions ask a 'yes' or 'no' question, and then direct the subscriber down the appropriate path based on which answer applies to them.

Think of them as the visual automation equivalent of a fork in the road!

And you guessed it: they're fully automated. Let's dive into how to utilize this powerful feature.

Adding a condition

To add a condition to your visual automation, click the plus (+) sign symbol, then select 'Condition':

You'll note there are 3 options for conditions: Tag, Custom Field, and Advanced filter.

Let's cover what each of those types do.

The 3 types of conditions

1. Tag

This option will check whether a subscriber has a particular tag of your choosing. If they do, they'll go down the 'yes' side of the automation. If they don't, they'll go down the 'no' side.

The below example checks whether the subscriber has the 'Purchased Photography Course' tag, and sends them down the correct 'yes' or 'no' path accordingly:

2. Custom Field

This option will check the value of a particular custom field against the criteria of your choosing.

For the top dropdown, select the custom field you'd like this condition to evaluate.

In the second dropdown, select what the condition is evaluating about that custom field. There are several options — here's a breakdown:

  • has a value: if the custom field is not blank, the subscriber will go down the 'yes' path.
  • is blank: if the custom field is blank, the subscriber will go down the 'yes' path.
  • matches: if the custom field matches the value that you enter, the subscriber will go down the 'yes' path.
  • contains: if the custom field contains the value that you enter, the subscriber will go down the 'yes' path.
  • is greater than / is greater than or equal to: if the custom field contains a numerical value and is > or ≥ the value that you enter, the subscriber will go down the 'yes' path.
  • is less than / is less than or equal to: if the custom field contains a numerical value and is < or ≤ the value that you enter, the subscriber will go down the 'yes' path.

In the example below, the condition will check whether the value of the 'Photography Experience' custom field matches 'Expert':

And here's what that condition would look like in your automation once you click 'Add Condition':

3. Advanced filter

The advanced filter allows you to select and combine different criteria. If your subscriber matches the criteria you select, they'll go down the 'yes' path, and vice versa.

NOTE: These filters are the same as those you'd use when creating a segment, with a few exceptions: products, segments, and engagement score cannot be used as filters within conditions.

Here's an example of a custom field using an advanced field:

In the above condition, the subscriber will proceed down the 'yes' path if they have both the 'Purchased Photography Course' tag and the 'Attended Webinar' tag.

☝️ Once added to your automation, this type of condition will simply say 'Matches Advanced filter'. To review or edit the filter, simply hover over the condition and then click 'Edit step':

NOTE: Want to brush up on what's possible with subscriber filtering? We'd recommend the video in our Lunch & Learn Video Series titled 'Tags & Segments'.

Be aware that modifying a condition will not reset its stats within your automation. Stats are cumulative, they will include subscribers of the previous condition in addition to the new version.


Potential use cases

Wondering how to use conditions within your visual automations? Here are some ideas to get the ball rolling!

You can check whether...

  • A subscriber has purchased a product
  • A subscriber attended a webinar
  • A subscriber has a tag from clicking a link trigger
  • A subscriber is located in a particular country or region
  • A subscriber is marked as cold

Customize the two separate paths in your automation accordingly. This might look like sending them a different version of a sequence, or adding a particular tag to keep track of where they are within the automation.

Using conditions is a great strategy to send personalized content that is still automated! ✨

Key takeaways

  • Conditions are polite, waiting for the previous step to be completed (just like actions)
  • Conditions ask a question, the answer to which defines the path the subscriber will take
  • Conditions can be defined based on the presence of a tag, the value of a particular custom field, or using advanced filters
  • Editing a condition will not reset its stats within your automation

Visual Automations: Actions

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