Multi-Path Conditional Automation Funnel

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, make sure you created an Automation Funnel, by clicking on the Create an Automation Funnel button. You can add & configure various Action Blocks according to your requirements. Now, you can add Conditional Blocks by which you can use the blocks to create a separate path for your segmented contacts.

Has Selected Tags Branching #

This block lets you check if the contacts in an automation funnel have specific tags or not and based on that you can set different branches for the contacts.

Select the tags that you want to check for a contact using the Has Selected Tags conditional block. If any of the selected tags are found in that contact then it will be as “Yes” otherwise it will be a “No”. Here, you can add different action blocks based on your preference.

Check Contact Properties #

This conditional block lets you check whether a user has specific contact values in FluentCRM and set different branches based on conditional logic.

To check the contact property value in FluentCRM and set different branches, select the block and specify the values you want to check. You can also check whether you want the contacts to meet all the conditions or not. In the below example, we are showing how to set different branches based on whether a contact’s country is Argentina or not:

Click Save Settings and then you can set different actions for contact that meets the conditions and for them who didn’t.

Has in Selected Lists #

Select the tags that you want to check for a contact using the Has in Selected Lists conditional block. You can also add new lists by clicking the Plus icon. If any of the selected lists are found in that contact then it will be as “Yes” or else it will be a “No”. So, there will be two branches for both “Yes” & “No”. Here, you can add different action blocks based on your preference. Then make sure to click the Save Settings button.

WooCommerce Conditionals #

Purchased a Specific Product or Not: This lets you set different branches based on whether the customers within the automation funnel purchased a specific product or not. To use this conditional logic, click the (+) icon, switch to Conditionals, and select “Purchased a Specific Product or Not.”

Next, simply select your Target Product and click Save Settings.

WooCommerce Conditions: This option lets you set different branches based on your WooCommerce customer data. To set different branches on your automation based on WooCommerce conditions, simply configure the conditions you want your customers to meet and click Save Settings. Here we are showing how to set different branches based on whether a customer is a guest buyer or not:

Has purchased Easy Digital Downloads product #

Using this, you can check if the user purchased EDD products and then run sequences conditionally. If any of the EDD product has been purchased by the contact it will result as YES or else it’s a NO. So, there will be two branches for both “Yes” & “No”. Here, you can add different action blocks based on your preference. Then make sure to click the Save Settings button.

Check if the contact enroll a course – Tutor LMS #

With this conditional block, you can conditionally check if your contact enrolled in a course in Tutor LMS. If any of the courses have been enrolled by the contact it will result as YES, otherwise, it will be a NO. So, there will be two branches for both “Yes” & “No”. Here, you can add different action blocks based on your preference. Then make sure to click the Save Settings button.

LifterLMS Conditionals #

[LifterLMS] Check if the Contact Enrolled or Completed a Course: With this conditional block, you can conditionally check if your contact enrolled or completed a course in LifterLMS. If any of the courses have been enrolled by the contact it will result as YES, otherwise, it will be a NO.

You can also set the condition to check whether your student has completed the course or not. Once you configure things and hit Save Settings, there will be two branches for both “Yes” & “No”. Here, you can add different action blocks based on your preference.

[LifterLMS] Check if the Contact has a Membership: With this conditional block, you can conditionally check if your contact has a membership in LifterLMS. If any of the contacts has a membership level, it will result as YES, otherwise, it will be a NO. So, there will be two branches for both “Yes” & “No”. Here, you can add different action blocks based on your preference. Then make sure to click the Save Settings button.

LearnDash Conditionals #

[Learndash] Check if the Contact Enroll a Course: With this conditional block, you can conditionally check if your contact enrolled in a course in Learndash. If any of the courses have been enrolled by the contact it will result as YES, otherwise, it will be a NO. So, there will be two branches for both “Yes” & “No”. Here, you can add different action blocks based on your preference. Then make sure to click the Save Settings button.

[Learndash] Check if the Contact is in a Group: With this conditional block, you can conditionally check if your contact is in a group in LearnDash. If any of the contacts are in a group it will result as YES, otherwise, it will be a NO. So, there will be two branches for both “Yes” & “No”. Here, you can add different action blocks based on your preference. Then make sure to click the Save Settings button.

Check if the contact has membership level- Paid Membership Pro #

You can check if a user in a membership level and run sequences conditionally. If the contact is in any of the selected levels then the result will be as YES or else it will be a NO. Here, you can add different action blocks based on your preference. Then make sure to click the Save Settings button.

Check if the contact has membership level- Wishlist #

You can check If user in a membership level and run sequences conditionally in Wishlist. If the contact is in any of the selected levels then the result will be as YES or else it will be a NO. Here, you can add different action blocks based on your preference. Then make sure to click the Save Settings button.

Check if the contact has membership level- Restrict Content Pro #

You can check if user has a membership level and run sequences conditionally in Restrict Content Pro. If the contact is in any of the selected levels then the result will be as YES or else it will be a NO. Here, you can add different action blocks based on your preference. Then make sure to click the Save Settings button.

Has User Role #

This conditional block lets you set different branches based on WordPress user roles of the contacts within an automation funnel. To set different branches, select Has User Role conditional.

In the pop-up window, select the roles you want the contacts to match and click Save Settings. If the contact has any WordPress user roles, then the result will be as YES or else it will be a NO. Here, you can add different action blocks based on your preference.

8 Comments

    1. 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.

      1. 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

        1. 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. 🙂

  1. 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

    1. Hi Александр,

      Yes, that’s a FluentCRM block. However, note that this only works for users who are already logged in on your website.

  2. 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 ?

    1. 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.

Leave a Reply

Your email address will not be published.