If/Else Conditions Guide | Build Smart Workflow Branches

Conditions / If–Else

Through the If/Else Action step within the platform, you make workflows smart and customized for each individual customer. Instead of everyone following the same path, customer data is evaluated and they are automatically directed to the appropriate branch (Branch) based on their response and behavior.

How If/Else Works Inside the Platform

Evaluating Fields & Parameters

You select the field to evaluate (e.g., Tag, City, Email Event) then choose the operator (equals, does not equal, contains, greater than…) and the required value.

Fields & Operators
Logical Control (AND / OR)

The ability to combine multiple conditions using AND (all conditions must be met) or OR (at least one condition must be met).

AND / OR Logic
Custom Branches (Add Branch)

You can add multiple continuous branches with separate condition options to customize paths for several customer segments at the same time.

Multiple Branches
Fallback Path (None / Else)

The system automatically creates a default branch (None / Else) that the customer passes through when they do not match any of the conditions specified in other branches.

Fallback Path

Practical Example: Email Tracking

See how the If/Else option distributes customers based on their interaction with the email:

Trigger: Sending a promotional email for a specific campaign.
Condition (If/Else Condition): Email Event ➔ Is Opened.
Yes Branch: If the customer opened the email ➔ Send them a thank you email attached with a specific special offer.
No Branch (Else): If the customer did not open the email ➔ Resend the email with a different phrasing and subject line to encourage them.

Why Are Conditional Branches Crucial?

Strong Conditional Logic

Direct and live guidance for customers according to their current data and actions with extreme accuracy.

High Personalization

Every customer experiences a unique journey that suits their need without forcing unified steps on everyone.

Visual Clarity & Scalability

See decision points clearly within the workflow while building complex logic without repeating actions.

How to Add If/Else Step-by-Step?

Step 01

Click the plus button (+) to insert a new step inside the workflow.

Step 02

Choose If / Else from the Actions list.

Step 03

Define the field, operator, and value, and configure the logic using (AND / OR).

Step 04

Add extra branches via (Add Branch) if needed, and configure the default branch (None).

Step 05

Insert specific actions under each independent branch to start automation.

Talk to Media SaleX AI Assistant

Do you want to apply a specific condition for your business? (e.g., customers from a specific city, or a specific advertising campaign…) Let us know and our assistant will suggest If/Else conditions and ready paths for you!

Talk to Media SaleX AI Assistant