This is one of the most important and useful features of FluentCRM. In some situations, we need to check for conditions and take alternative actions depending on the conditions like branches. This feature will make the automation funnel super powerful and you can do lots of things based on different conditions. Using Multi-Path conditional automation, you can create as many branches as you want.
In this article, we will take a deeper look into creating multipath conditional automation blocks.
To get started, create an Automation Funnel by following the guide in Automation Editor. You can add & configure various Action Blocks according to your requirements. Now, you can add Conditions by which you can use the blocks to create a separate path for your segmented contacts.
Contact #
This conditional element checks for Contact Properties as discussed below.
- Name Prefix:
- First Name:
- Last Name:
- Email:
- Address Line 1:
- Address Line 2:
- City:
- State:
- Postal Code:
- Country:
- Phone:
- WP User ID:
- Type:
- Name Prefix(Title):
- Last Activity:
- Created At:
Contact Segment #
This conditional element checks for Contact segmentation as described in General & Dynamic Segments.
- Tags:
- Lists:
- WP User Role:
Contact Activities #
This conditional element checks for Email Activities against a user.
- Last Email Sent:
- Last Email Clicked:
- Last Email Opened(approximately):
Custom Fields #
This is dependent on the Admin of the FluentCRM and the configured Custom Contact Fields.
This is totally dependent on the Custom Contact Fields configured in the settings. the type of conditions is also dependent on the type of those Custom Contact Fields.
Any tutorial on how to correctly set up conditions would be great
Hi Robert,
We’ll be rolling out some free automation resources soon. For now, let us know what you’re trying to achieve here so that I can tell you how to do it.
HI Nazir,
If a customer makes a purchase in the middle of Email Sequence automation – how do we stop the email sequence from preceding? When we place WooCommerse purchase component after an email sequence, it seems to wait until sequence (10 emails) is over. We’d like to be able to interrupt it whenever a purchase is made and change some tags / lists for the user.
Thank you
Hi Zhenya, to cancal a sequence when a purchase is made, you need to add delay’s within the emails. To give you an idea of how you can properly make email sequences work, we have prepared a nice tutorial. Please check out no 3 and 4. 🙂
Hi,
Do you have a Gutenberg block “Conditional Section”? I see such a blog with your logo among other blog (see the attachment).
I am not sure if it’s your block, or it relates to WP Fusion plugin, because I have installed both Fluent CRM and WP Fusion. I am deciding now if I need WP Fusion. Probably not, if Fluent CRM has the same functionality.
Can you tell me if you have such a block?
Here is the description of the block’s functionality:
Add a conditional section that separates content, and put any other block into it. Show/hide this section based on visitors login state or available tags
Hi Александр,
Yes, that’s a FluentCRM block. However, note that this only works for users who are already logged in on your website.
Hi:
In the Condition “Check if the contact purchased a specific product”, the “Target Products” column could be kept blank to run as any product purchase ?
No, if you keep it blank, the automation won’t check the condition. All contacts will be directed to the ‘No’ side of the automation.