The If/Else workflow action enables you to route contacts through different paths based on defined conditions. It evaluates contact-specific data and branches workflows based on whether specified conditions are met.
Conditional Logic: Direct contacts along different paths using real-time data
Automation Efficiency: Minimize manual intervention and redundant workflow steps
Scalable Segmentation: Manage complex branching as workflows expand
Visual Clarity: Observe and control decision points within the workflow builder
The setup process involves five stages: adding the action, selecting a logic method, configuring the initial branch with field selection and operators, optionally adding supplementary branches, and establishing a default None (else) branch that executes when no conditions match.
A recent enhancement enables use of Dynamic Custom Values to compare live values from earlier workflow steps or stored fields, eliminating hard-coded values and reducing duplicate logic.
Dynamic values work with numeric fields, dates, dropdown selections (requiring option IDs), and monetary values.
Includes/Does Not Include Conditions: Use Includes and Does Not Include parameters for fields like tags and custom checkboxes, emphasizing that one of the two tags is present on the respective contact, then the condition will fail.
AND vs. OR Logic:
AND conditions: All specified criteria must be met
OR conditions: At least one criterion must be satisfied; these require separate condition rows with OR selected
If/Else Branches: The system supports up to 10 different outcomes per event. When multiple branches evaluate as true, the system will push the lead down the first correct path/branch in your setup in top-down order.
Time Comparison Operators: Six operators enable time-based automation:
Is and Is Not - exact matches