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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.
Using Condition/Control Steps Step 1 | Click on the + button


2. Make sure that you're on the Conditional / Control Steps tab on the pop-up that appears.
Using Condition/Control Steps Step 2 | Make sure you are on the correct tab

It's the default selection.

3. Click on the type of conditional / control step that you want to add to your workflow.
Using Condition/Control Steps Step 3 : Select the type of the conditional/control step

The available options are:

  • Filter by weather conditions in contact's location
  • Filter contacts
  • Wait a specific time interval

B. 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.
Filter by weather Step 1 : Select the filter by weather option


2. Choose one of the available weather conditions from the drop-down menu.
Filter by weather Step 2 : Choose one of the available weather conditions from the list

Your options are:

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

3. Click on the Save button.
Filter by weather Step 3 : Click on the Save button

B. Adding a contact filter

Let's examine how a condition of the Filter Contacts 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 contacts option.
Filter contact Step 1 : Select the Filter contacts option


2. Choose the mailing list to which this set of filters will apply to, from the drop-down list.
Filter contact Step 2 : Choose the mailing list to which this set of filters will apply

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 Add a condition button.
Filter contact Step 3 : Click on the Add a condition button

4. Set the criteria of your Filter, using the three drop-down menus available:
Filter contact Step 4 : Set the criteria of the filter

  • 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 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.
Filter contact Step 5 : Click Save

C. Adding a time interval

Let's examine how to add a control step of the Time Interval variety. A time duration of your choosing 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.
Wait time interval Step 1 : Click on the Wait a specific time interval option

2. 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. 
Wait time interval Step 2 : Fill in the time duration

Your options are:

  • minutes
  • hours
  • days

3. Click the Save button to add the time interval on your workflow.
Wait time interval Step 3 : Click the Save button