How Conditions Work
A condition step evaluates a rule and routes contacts to different branches:Condition Types
Clicked Any Link
Did the contact click any link since enrolling?Clicked Specific Link
Did they click a specific offer/link?Custom Field Value
Does a field match a value?Time-Based
How long since enrollment?Setting Up a Condition
- Add a condition step
- Configure the rule
- Define the “Yes” branch steps
- Define the “No” branch steps
- Merge branches or exit separately
Visual Example
Multiple Conditions
Chain conditions for complex logic:Condition Operators
| Operator | Use With | Example |
|---|---|---|
| equals | Text, number | state = “CA” |
| not equals | Text, number | plan != “premium” |
| contains | Text | email contains “@gmail” |
| greater than | Number | revenue > 100 |
| less than | Number | clicks < 3 |
| is set | Any | phone_number is set |
| is not set | Any | email is not set |
Best Practices
Don't over-branch
Don't over-branch
Every branch doubles complexity. Keep journeys manageable with 1-2 conditions.
Always have an exit
Always have an exit
Every branch should eventually reach an exit step. Avoid infinite loops.
Test both paths
Test both paths
Ensure both Yes and No branches work correctly before activating.
Consider edge cases
Consider edge cases
What if the condition can’t be evaluated? (Missing data, etc.)