Written by Joe Paradiso

Conditional Logic / Branching

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Conditional logic is the set of rules inside a workflow that evaluate contact attributes or behaviors and route individuals down different paths accordingly. This allows a single automation to deliver different content, frequency, or offers based on context.

  • Common conditions:
    • Behavioral: opened, clicked, purchased, visited specific URLs, used product features.
    • Demographic/firmographic: role, department, company size, industry, region.
    • Lifecycle: new subscriber vs. active user vs. churn-risk.
  • Outcomes:
    • Higher relevance and engagement through tailored paths.
    • Reduced message fatigue by suppressing contacts once they achieve an outcome (e.g., once they convert, they exit the journey).
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