Automation Steps: Conditions


Purpose: Automations allow you to automate and personalize your customer's journey. Automations can be used to follow up with leads, remind customers of other purchase opportunities, remind team members to contact a lead, and even send a customer a happy birthday message! Conditions are specific steps in an automation that ensure the automation includes the right records

TABLE OF CONTENTS


Conditions Overview


Conditions are steps in an Automation that allow you to filter which records continue down a path. If the record matches all the conditions set, they will proceed down the "Yes" path. Otherwise, they will proceed down the "No" path.

 


The following Conditions are available to add to your Automations:


 

Is In Group(s) - Send the record down the "Yes" Path if it is included in a saved Group


Is Not In Group(s) - Send the record down the "Yes" Path if it is not included in a saved Group


Custom Filters - Send the record down the "Yes" Path if it meets the criteria included


Custom Filters

The following filters are available:


1. Tags


2. Activities


3. Surveys


4. Forms


5. Pipelines


6. Team Association


7. Commerce


8. Lead Sources


9. Automations


10. Messages


11. Interactions



Hint: If you have multiple Custom Filters setup, use the Any and All buttons. These allow you to control what criteria is needed for the record to be included

 


    Any - The contact must meet at least one of the filters to be included in the "Yes" path

    All  - The contact must meet all of the filters to the included in the "Yes" path

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