🌟 NEW: We recently implemented the addition of Split Paths, which allow you to check multiple criteria in a single condition! This tutorial has been updated accordingly.

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 'yes' or 'no' questions, 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 do.

1. Tag conditions

This option will check whether a subscriber has a particular tag of your choosing. Selecting the tag option will also reveal a toggle for you to select between Yes/No or Split Path:

Whether you choose Yes/No or Split Path depends on whether you want to check for just one tag or multiple. Here's how each of those options work, with examples:

Yes/No

The Yes/No option will check for the presence of a single tag. Simply select the tag you want to check for from the dropdown, and then click 'Add Condition'.

For example, the condition in the screenshot below will check whether the subscriber has the 'Purchased Photography Course' tag, and send them down the correct path accordingly:

Split Path

Split paths allow you to check whether a subscriber has one of multiple tags in a single automation step.

First select 'Split path' from the toggle, and then select each of the tags you want to check for, like follows:

Once you click 'Add Condition', the split path will look something like the following once added to your automation:

The tags will be checked for from left-to-right in the automation (which corresponds to top-to-bottom in the UI chooser), and the subscriber will be sent down the path of the first positive match.

If they don't have any of the selected tags they'll be sent down the last 'Everyone else' path. (Inclusion of this path avoids subscribers getting stuck in your automations, so it's not possible to remove it.)

TIP: Since the first positive match will take precedence, make sure you order the tags accordingly if you want one to take priority over another.

2. Custom field conditions

This option will check the value of a particular custom field against the criteria of your choosing. Same as with tags above, you'll have the option to toggle between Yes/No and Split Path:

Again, keep on reading for how each option works, with examples:

Yes/No

The Yes/No option will check the value of a single custom field against a logical operator of your choosing.

From the top dropdown, select the custom field you'd like this condition to evaluate. From the second dropdown, select the logical operator that the condition should evaluate 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

For example, the condition below 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 the 'Add Condition' button:

Split Path

A custom field split path will check whether the custom field you select matches one of several possible values.

NOTE: Only the 'Matches' operator is available for custom field split paths.

Building on the example above, say you want to check whether the 'Photography Experience' custom field matches 'Beginner', 'Intermediate' or 'Expert'. You could set your custom field split path up like follows:

Then once added to your automation, it'll look like the following:

NOTE: Same as with tag conditions, the 'Everything else' option on the far right is a non-removable catch-all for subscribers who don't qualify for any of the other paths.

3. Advanced filter conditions

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: Split paths are not available for advanced filter conditions.

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 how the setup for an advanced custom field might look:

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':

TIP: 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'.


How to edit conditions

To review or edit the condition criteria, simply hover over the condition and then click 'Edit step':

(The same goes for editing any other steps in your automation!)

☝️ Please 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
  • Has attended a webinar
  • Has a tag from clicking a link trigger
  • Is located in a particular country or region
  • Is marked as cold

...and much, much more! Then, customize the different 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
  • Tag & custom field conditions can be in the format of a yes/no check on a single criterion, or a split path that checks multiple criteria
  • Editing a condition will not reset its stats within your automation

Visual Automations: Actions

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