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What is a conditional / control step and how can I use it in a workflow?

Automations are the Kung fu moves of email marketing: they need to happen without much thinking, as a reaction to an external trigger, at the precise time and to the exact target that you've set. With that in mind, conditional and control steps are the key to achieving email-Kung-fu mastery!

Conditional steps focus your automation on specific targets by filtering down the number of recipients who receive it. Control steps create time intervals between the different stages of your Automation workflow, making sure each step takes place when it needs to.

Creating an automation workflow is very easy. At any point of the process you can set up conditional / control steps. Just follow the steps below:

A. Finding the Conditional / Control Step option

1. Click on the + button, located at every intersection of your workflow.
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2. Make sure that you're on the Conditional / Control Steps tab on the pop-up that appears.

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It's the default selection.

3. Click on the type of conditional / control step that you want to add to your workflow.
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The available options are:


B. Adding a Split Flow step

When you add a Split Flow step to your automation's workflow, your flow will be randomly split, based on a percentage that you set. First, reach the conditional/control steps pop-up as seen above (section A), then do the following:

1. Click on the Split Flow option.
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2. In the window that appears, toggle the cursor to the left or to the right, to set your desired percentage split (the default is a 50/50 split), then click on the Save button.
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A pop-up message will appear at the top of your screen, informing you that you have successfully added a 
Split Flow action to your automation's workflow!

Keep in mind that when the split flow occurs, the actual split percentages are likely to be a close approximation of the percentages that you had previously set.

You can continue adding Actions and/or Conditional/ Control steps both parts of your Split Flow (left and right), so that your automation performs exactly as you want it to!

C. Adding a weather condition filter

Let's examine how to add a conditional step based on the weather in the contact's location. First reach the conditional / control steps pop-up as seen above (A.) and then do the following:

1. Click on the Filter by weather conditions in contact's location option.
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2. Choose one of the available weather conditions from the drop-down menu.
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Your options are:

  • Fog
  • Rains
  • Snows
  • Clear Skies
  • Clouds
  • Extreme Conditions

3. Click on the Save button.
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D. Adding a contact filter

Let's examine how a condition of the Filter (If condition / Else)  variety is set up. First reach the conditional / control steps pop-up as seen above (A.) and then do the following:

1. Click on the Filter (If condition / Else) option.
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2. Choose the mailing list to which this set of filters will apply to, from the drop-down list.
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Your options are:

  • Apply to all mailing lists
  • Apply to mailing list of the recipient performing the action
  • Apply to mailing list <mailing list name>
  • Apply to mailing list <mailing list name>
  • ...

3. Click on the Add a condition button.
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4. Set the criteria for your Filter, using the three drop-down menus available:
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  • The first box lets you choose the type of criteria by which you will narrow down your target audience (e.g. Recipient’s Name, Email Address, Date they were Added, Campaigns they have Opened, Links they have Clicked, and other parameters which you can find in this list).
  • The second drop-down box helps you choose how the type of criteria you have chosen on the first box narrows down your condition (e.g. is, is not, is before, is after, contains, does not contain etc). It's like making a small sentence that describes what your condition filters!
  • The third box defines the specific criteria that have to be fulfilled by the previous two boxes. The options available depend on your previous choices: it can be a drop-down list (e.g. if you have chosen Opened Campaign Name on the first box), date options (e.g. on Date Added), time spans or time intervals (e.g. on Number of Campaigns Opened).

You can click on the Add more conditions button if you need to narrow-down the recipients of your automation further by adding more conditions to the filter.

5. Click on the Save button to add the Control Step to your workflow.
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E. Adding a time interval

Let's examine how to add a control step of the Time Interval variety. A time duration of your choosing (or a specific date that needs to be reached) is added between two steps of your automation by first going to the control steps pop-up as seen above (A.) and then doing the following:

1. Click on the Wait a specific time interval option.
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2. Click on the
Wait For A Time Interval tab (this is the default option), fill in the time duration you want to wait until the next step in your automation takes place, and then select the measurement of time you want to use from the ones available in the drop-down menu. 

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Your options are:

  • minutes
  • hours
  • days

3. Click the Save button to add the time interval to your workflow.
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4. To wait for a specific date between two steps within your workflow, click on the Wait For A Specific Date tab.
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5. Use the Select Hour, Select Minute and Timezone drop-downs to specify the exact time, and timezone, for the next step in your workflow.
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6. Toggle the Day option to the right, if you wish to specify a specific day, or days, for the next step to occur, at the time that you already specified.
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Your options are:

  • Sunday
  • Monday
  • Tuesday
  • Wednesday
  • Thursday
  • Friday
  • Saturday

Check the box next to a day in order to select it. You may select as many of the days of the week as you like! Note that if you don't enable this option, all days will be considered.


7. If you wish the step to repeat on a specific day each month, toggle the Date option to the right, and then use the drop-down menu to select the day, from the 1st to the 31st of every month, that you wish the step to be repeated on.
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Note that if you don't enable this option, all days will be considered.


8. Click the Save button to add the specific date/time you specified to your workflow.
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