What Are Conditional Filters?

• Conditional filters can be added to any Lead Type Action - e.g. only run "this action" if it matches a condition.
• Conditions can check things like a specific status, a specific source, or the answer to an additional data field, plus many more options.

Adding a Filter

• Example: sending an email template to the customer at the status Welcome Pack Sent.
• Click the No Condition tab on the Lead Type Action, then click + Add New Condition.
• Choose what to filter on - e.g. standard customer details or any additional fields added to the Lead Group. In this example, choose Status.
• Choose a match parameter, such as:
  • is the value
  • is not the value
  • For numbers: less than or greater than
• Select is the value to require an exact match, then enter the status Welcome Pack Sent in the last box.
• Click Update to save the condition.
• Note: the value must match exactly - copy and paste the status to avoid spelling or case errors.

Using "Or" and "And"

• Or - triggers the action at several different points, e.g. Status1, Status2 or Status3 could each trigger the email.
• And - triggers the action only when both conditions are matched, e.g. status is Welcome Pack Sent and the lead came from a specific source.
• Important: "Or" is not exclusive - if any of the "Or" conditions are satisfied, the action runs.
• All conditions are grouped into one set. For example: Source is the value X AND Status is not the value Y OR Status is not the value Z - the action runs if Source is X and Status is Z, since this satisfies the AND condition (Source is X) plus one of the OR conditions (Status is not Y).
• Important: you won't need "Or" if all your conditions use "is not the value" - use "And" instead. For example: Status is not the value Contacted AND Status is not the value Callback - grouped as one set, ensuring the status is neither Contacted nor Callback.
• Conditional filters can be applied to any action, or any part of a workflow.