Using conditional/control steps in a workflow

Using conditional and control steps is key when creating an automation workflow. 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 exactly when it should.

To add a Conditional /Control step in a workflow:

  1. Click + below any part of your workflow where you want to add a Conditional / Control step.Snag_610597d.png

  2. The Select action dialog opens with the Conditional/Control steps tab in the left menu.
  3. Click the arrow next to the type of conditional / control step that you want to add to your workflow.

    The available options are: