Working With Automation Series: How To Use IF, Random Split, and Other Conditions?

Last Updated: Aug 15 2017 09:13 am UTC

When building automation series you will be able to choose different conditions to build your series. In this article will look closely at the conditions.

In the builder under the first email block, you again will see a “+“ icon. By clicking on the icon you will see additional options like adding IF conditions, SMS message, Random Split,  Notify someone, Tag, Join, End.

IF condition

It will split your first message into two branches. The title of those branches will depend on what you have chosen while adding the condition. You change choose to split message by opens or by clicks if you choose clicks then you can also choose if subscribers click on any link or a specific link in the previous email.

For example, we chose to add IF opened an email. There will be one branch called OPENED and the other one will be called DIDN'T OPEN. You can add emails or SMS to each of the branches, or you can continue with one branch only. For example, if we chose to add email only to an OPENED branch, the ones that didn't click on a previous email won't receive any messages. 

So, what you can do with the IF condition is to separate your subscribers by those who opened/didn't open your message. And then based on that criteria send other messages.

IF condition also offers for you to check if the field value in the contact list matches a particular value. You can create more customization using one of these IF field value criteria: is, is not, contains, does not contain, starts with, ends with a particular word or symbol. 

SMS message (coming soon)

You can also add SMS messages in automation series. Just choose it from ''+'' icon drop down and enter message title, subject line and message in the left-side bar.

Random split

A random split will divide your message into two branches. You can select in the left-side bar the percentage of each branch. You can divide subscribers to 50/50 ratio or whatever you need.

For example, we added an email and after that, we have prepared two emails and want to test which one has better results (you can use random split to test as well). So, we add a random split after the email and divide our subscribers into two groups. As mentioned we can set the percentage of the each branch and then add our prepared emails.

Note: Emails don't always have to be prepared, you will be able to create one on the spot as well.

Notify someone (coming soon)

This is a condition that you can use to notify some people about different events in the automation series. 

For example, you have a Welcome series, and for the last message, you can add a Notification condition. You can add an email address, for example, your sales manager's email address, who will receive the notification message with information about people that have completed Welcome series. Afterward, the sales manager can contact them. 

Tag (coming soon)

You will be able to tag subscribers based on their actions in automation series. Just add a tag by selecting from a ''+'' icon. Then add a tag title. If a subscriber will pass the tag condition it will be automatically added to the list and you will be able to segment those subscribers.

Join

After the IF condition or Random Split, you can also join branches. You can use that to end series or continue to send messages to both branches. 

End

Every automation must be completed with the End condition. You can add it by yourself or if you forgot the system will add it automatically as soon as you activate your automation series.


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