This step checks for the value of the activity fields to decide how to move further in the automation journey.
How to use this conditional step?
Let's drag-drop the Activity Field check condition step on the journey's canvas.
Click on the step to choose from the activity's default fields, custom fields and smart fields using our condition builder with logical operations and define your checkpoint.
Once the record reaches this step, it will be checked against selected conditions and immediately forwarded to the next step. This step has two output ports.
- Yes: This port triggers when all conditions match.
- No: This port triggers when any of the conditions fail to match.
Note: It is not required to connect both the output ports, but we suggest using Exit action when you don't want to record to continue the journey. It gives you a better idea of the record journey while checking action logs or timeline entries.
Suppose you just finished a call whereas the contact person was very positive about your offerings or has passed details to his c-level suite and waiting for the reply. In such a case, you want to set up a followup call after two days.
In the above example, when the activity is closed with a tag "Positive" or "C-Suite Waiting" then the next followup activity is auto-created.