Workflow automation is a powerful tool that allows you to perform certain actions in all your records as you select a trigger. But, you might want to further select contacts to perform actions based on certain criteria. In this article, you will learn how to filter your records in workflow automation and perform an action on only those meeting certain conditions.
Assume you have your list of customers and you have two fields, "Interested" which tells you information about the kind of products your customers are interested in; and "Purchased" which gives you information on the products your customers have bought from you. In this example, we are going to target customers who are interested in personal hygiene products and have purchased a shampoo or a hair conditioner and we will include them in an email sequence based on that information:
1. After you select your trigger (e.g. record created, order placed, etc) you need to select a filter from the HELPERS section:
2. You need to select fields you would like to filter and their values. You can nest different fields with "AND/OR" at your convenience. For this example we are filtering customers interested in personal hygiene AND who also purchased a shampoo OR a hair conditioner:
🆕 Workflow Filters now support Web forms, Webhooks, and API call data while previously only the records data from your folders was accessible
For example, you can:
Create records in different folders based on the lead's data in a web form
Perform different actions depending on whether a field was filled in or left empty
Check the record's data against an external service using an API call and perform different actions depending on the data returned. For example, you can run an email of your lead through an Email verification service to determine if it's an actual address or a disposable one
📌 Data from Webhooks, Web forms, and API calls is treated like plain text when using filters. This means you can only use regular text operations with this info, even if it originally came from a dropdown or a country field in NetHunt web forms
3. After the filter is set up, the system will separate the records between those that meet the conditions and those that do not. In this example, those that meet the conditions will be sent an email "Discount offer" while those that do not, would not get any emails:
⚠️ Even when not all branches of filters end with an action or 'End Workflow', the automation can still be published. This allows us to basically 'do nothing' and negate the unnecessary yes/no branch in the filter results.
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