Please Note:
In the example below we are using the AND condition. The system is searching to make sure that the contact Tags - "Does NOT include" both the 'consultation_booked' AND 'consultation_confirmed' tags.
If one of the two tags is present on the respective contact, then the condition will fail.
In this example in order for this contact to go down the "YES" path, both tags would NOT be present on the contact profile/record.
Creating an Or Condition
If your intention is to create an "OR" scenario, you would want to break the two tags into separate conditions and choose the OR option like this:
In this case, if the contact meets ONE or both of the "Or tags" then the condition is true. The system is only looking for one or both conditions to be correct before pushing the contact down the "Yes" path.
If/ Else Branches
Click If/Else
Scroll down and click If/Else action under internal tools, you can add to tailor subsequent actions based on the contact's engagement or characteristics.
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Add "Action Name"
Add a name for your action based on your preferences.
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Fill Branches
Add branches name to create a unique set of actions for a new contact.
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Set Condition
Select the specific condition of the actions that you want to evaluate. Alternatively, you can select and choose the conditions from the drop-down menu.
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Select the "Contains" operator.
You can select the contains option by clicking on the drop-down arrow. With the "Contains" operator, you can check if a certain value or substring exists within a larger string. As a result, this operator is particularly useful when performing text search or filtering operations, it is also convenient and quick way to identify if an element is present in a dataset.
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Add Tag
Fill in this field with a tag. Adding a tag to a dataset can improve the efficiency to determine whether or not an element exists.
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Fill Non Branch
The non branch will be created automatically based on the conditions in the event that the conditions lead to failure.
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Click "Save Action"
To proceed to the next step, click on Save action.
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Click "Save"
After the action and rules have been added, click on the save button to save the workflow.
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Please Note:
What happens when two branches are both true? Will the lead go down both paths?
No, the system will push the lead down the first correct path/branch in your setup. So it goes top down in the order you built the conditions/branches.
Time Comparison Operators
Time Comparison Operators are essential components in workflows used to compare the current date and time with a specified input value. These operators enable workflow automation systems to make informed decisions based on time conditions. The different date and time units that can be compared using these operators include the current day of the week, the current day of the month, the current month, the current year, and the current hour.
Once you choose the specific Time Parameter for which you want to use a Time Comparison Operator for, you need to choose the Time Comparison Operator from the drop down forSelect Operator:
The "Is" Operator
The "Is" comparison operator checks whether the selected date unit is the same as the input value. For instance, "Current Day of the Week Is Monday" will only return true if today is Monday. Similarly, "Current Month Is January" will only return true if it is currently January. For the options like Current day of the Month is, you need to specify the date of the current month like the 1st, 2nd, 3rd .
The "Is Not" Operator
The "Is not" operator, on the other hand, checks if the selected date unit is different than the provided input. For instance, "Current Day of the Week Is Not Saturday" will return true for all days except Saturday.
The "Is After" Operator
The "Is after" operator checks if the selected date unit is after the provided input. However, in the case of hours, this operator only considers minutes that start on the next hour. For instance, "Current Hour Is After 6 PM" will only return true if the time is 7:00 PM onwards because 6:59 PM is still considered inside of 6 PM.
The "Is on or After" Operator
The "Is on or after" operator checks if the selected date unit is on or after the provided input. For hours, this operator considers minutes from the same hour and onwards. For instance, "Current Hour Is On or After 6 PM" will return true for 6:59 PM because it is considered to be "On" 6 PM. And it will also be true for any time after 6PM because of the on or After logic in it.
The "Is before" Operator
The "Is before" operator checks if the selected date unit is before the provided input. For example, "Current Month Is Before June" will return true for all months before June.
The "Is on or before" Operator
The "Is on or before" operator checks if the selected date unit is on or before the provided input. For hours, this operator also considers minutes from the same hour. For instance, "Current Hour Is On or Before 6 PM" will return true for 6:59 PM because it is considered to be "On" 6 PM.
The "Is not empty" or "Is empty" Operator
Lastly, the "Is not empty" operator checks if the field has a value, while the "Is empty" operator checks if the field does not have any value. These two operators are used to ensure that the workflow automation system receives valid input values.
In terms of conditions, here are some guidelines:
The only way it will go down to no path is if all conditions fail inside your history tab.
System is looking for any true result. If any conditions are true, system will go down yes path. Only way it will go down no path if all result are false.