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Conditional steps enable you to execute a step only if a specific condition is fulfilled. This is beneficial for running steps on certain branches, such as when qualifying leads from a particular source or when a certain field is filled out. Conditional steps combine the conditions using an AND operator, meaning all conditions must be met for the step to be run. When you use a conditional step, two branches appear on the flow editor: one for when the conditions are met (THEN) and one for when they are not met (OTHERWISE). Conditional canvas view

Available conditions

For a condition, you can use four types of data:
  • Contact variables: information in a contact’s profile, such as their email, name, website, or custom attributes.
Contact variables Flow variables
  • Global variables: variables set by the system, like the current date, time, day of the week, and if you are in business hours or not.
System variables
  • Execution variables: variables passed when starting a flow.
When checking a conditional, you can look for:
  • if a value is empty or not
  • if a value contains another value
  • if a value matches the operators >, <, >=, <=
  • if a condition is met through a boolean, e.g. if the current time is in business hours.
Conditional conditions All conditions are evaluated with an AND operator, meaning all conditions in the conditional must be met for the THEN branch to run, or the OTHERWISE branch will be executed. Conditional canvas view