Lesson 1, Topic 1
In Progress

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:

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- 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.