Building effective marketing workflows requires sending the right message to the right person at exactly the right moment. By implementing these rule-based checkpoints, your team can seamlessly manage how contacts move through your lifecycle stages. Whether verifying an email click or checking a custom attribute, this functionality gives you total control over your automated customer journeys, resulting in sharper targeting and highly efficient workflows.
You can find all the Conditions modules in the
Conditions appear as orange blocks within the automation builder and act as smart filters for your data. They ask a real-time question about a contact - such as "Does this contact have a phone number?" - and instantly route them based on the answer.
Most conditions have a "YES" and a "NO" exit path. If the contact meets your specified criteria, they move down the primary path; if they do not, they follow a fallback route or exit the automation completely. This ensures your system evaluates contact data dynamically the exact millisecond a person reaches that specific checkpoint in your flowchart.
Positive User offers several categories of specialized modules to help you filter your contacts with high precision:
Interaction-Based Filters: Branch journeys based on live behaviors, such as when a contact submits a pop-up, visits a page, or responds to a conversation.
Email Engagement Filters: Route contacts depending on whether they received, opened, or clicked a specific email campaign.
Data and Time Filters: Compare custom attributes, check specific segments, use global variables, or verify if the current moment fits within specified business hours.
Testing Filters: Use the "A/B Split" module to distribute traffic evenly (e.g., 50/50) to test which message or path performs better.
Positive User provides a variety of condition blocks that you can drag into your workflow to filter contacts based on their properties, actions, or timing:
Filters
A/B split
Submitted pop-up
Received email
Visited page
Team member responded
Contact responded
Email action
IMAP Email
Segment
Compare attributes
Time
Global variable
When you need to build highly precise filters, you can combine multiple rules inside a single condition block. You control how these rules work together by choosing between two logic settings:
AND logic: Your contact must meet every single rule at the same time to move forward. For example, a contact must have visited your pricing page AND have their role recorded as a decision-maker before the system creates a task for your sales team.
OR logic: Your contact only needs to match at least one of your rules to pass through. For example, you can route a contact onto a premium path if they are on your pro plan OR if their lifetime spend is over $1,000.
Conditions evaluate live data at the exact millisecond a contact arrives at the block. If you place a 3-day delay before a filter, the system checks the contact's data on day 3, not day 1.
Introduction to Automation Actions [LINK]
