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Automation AND conditions

Conditions add an AND parameter to basic or advanced automation rule triggers.

Available conditions for each asset type include:

Leads

  • AND: Source is

  • AND: Level of engagement

Lists

  • AND: Lead is subscribed to list

  • AND: Lead is not subscribed to list

Tags

  • AND: Lead has tag

  • AND: Lead does not have tag

Custom Fields

  • AND: Lead's custom field value

Forms

  • AND: Lead has filled form

  • AND: Lead has not filled form

Sequences

  • AND: Lead is subscribed to sequence

  • AND: Lead is not subscribed to sequence

  • AND: Lead has completed sequence

  • AND: Lead has not completed sequence

  • AND: Lead has reached step in sequence

  • AND: Lead has not reached step in sequence

Email / SMS (only in sequence step or broadcast configuration)

  • AND: Lead has opened email

  • AND: Lead has not opened email

  • AND: Lead has clicked on link

  • AND: Lead has not clicked on link

Tracking

  • AND: Lead has clicked on tracking link

  • AND: Lead has not clicked on tracking link

  • AND: Lead has clicked on page split test link

  • AND: Lead has not clicked on page split test link

  • AND: Lead has visited page

  • AND: Lead has not visited page

Products

  • AND: Customer has bought product

  • AND: Customer has not bought product

  • AND: Customer has refunded product

  • AND: Customer has partially refunded product

  • AND: Customer has cancelled subscription

  • AND: Customer has active subscription

  • AND: Customer does not have active subscription

Videos

  • AND: Lead has played video

  • AND: Lead has not played video

  • AND: Lead has completed video

Lead Score

  • AND: Lead score is

Membership

  • AND: Lead has access to membership

  • AND: Lead does not have access to membership

  • AND: Lead has completed access level

Webinars

  • AND: Lead is registered for a webinar

  • AND: Lead has not registered for a webinar

  • AND: Lead attended a webinar

  • AND: Lead did not attend a webinar

  • AND: Lead has watched the entire webinar

  • AND: Lead has not watched the entire webinar

Calendars

  • AND: Lead is registered AND: active to calendar

  • AND: Lead has completed subscription to calendar

  • AND: Lead has canceled subscription to calendar

Surveys

  • AND: Lead has completed survey

  • AND: Lead has not completed survey

  • AND: Lead's response to a survey question is

  • AND: Lead's response to a survey question is not

  • AND: Lead's response to a survey question contains

  • AND: Lead's response to a survey question does not contain

  • AND: Lead's survey score is

Affiliates

  • AND: Lead is an active affiliate

  • AND: Lead is not an active affiliate

  • AND: Lead is an active JV broker

  • AND: Lead is not an active JV broker

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