Conditional Logic & Branching
Use if/then branching to send the right message to the right contact.
Overview
Conditional logic is what separates a one-size-fits-all blast from an automation that actually feels personal. This lesson covers if/then branches based on contact fields, tags, and past behavior.
Lesson Details
You'll build a branch that routes new leads differently depending on the service they inquired about, and a second branch based on deal stage.
What You'll Do in This Lesson
Add an if/then condition based on a custom field (e.g. "service interest"). Create two diverging paths with distinct messaging for each branch. Test both branches with sample contacts before publishing the live automation.
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