Advanced Workflow Conditions: If-Then Logic for Smart Emails
How to use conditions and branching logic to send the right email to the right user at the right time.
Beyond Basic Automation
Simple automations are powerful. Advanced conditions make them intelligent.
Understanding Conditions
Conditions let you branch your workflow:
- IF user has activated → Send thank you
- IF user has NOT activated → Send help offer
Common Condition Types
User Status
- Signed up
- Activated
- Paid
- Churned
Time-Based
- Days since signup
- Days since last login
- Time of day (for send timing)
User Properties
- Plan type
- Company size
- Signup source
Example: Smart Onboarding
Flow:
- Trigger: New signup
- Wait 24 hours
- Check: Has user activated?
- NO → Send help offer email, then wait 3 days
- Check again: Has user activated?
- NO → Send final check-in
Best Practices
- Start simple: Add complexity gradually
- Test thoroughly: Check every branch
- Monitor results: See which paths perform best
- Iterate: Improve based on data
Avoiding Over-Automation
Don't send too many emails. Rules of thumb:
- Max 1 email per day
- Max 5-7 emails total in onboarding
- Always provide unsubscribe option
