The Is in List Condition allows you to trigger specific actions in your Smart Flow based on whether a contact is included in a predefined list.
Topics Covered:
How to Configure Is in List Condition
- When setting up a Smart Flow, choose the Is in List condition.
After making your selection, you will need to set up the Is in List condition by entering the following details:
-
Name: Assign a clear and descriptive title for the condition to help you identify its purpose within the flow.
-
Description: Provide a brief overview of what this condition does, outlining its significance in the flow's logic.
-
List: Choose the specific list you want to evaluate against, determining whether the contact is a member of this list.
-
Select Record: Specify which record you want to use for the condition. You have two options here:
- Use the Contact record that has triggered the flow: This option will utilize the record that initiated the flow for the evaluation.
- Use the record provided here: This option allows you to select a different record that might be more appropriate for this condition.
- Once the configuration is completed, hit Save.
Practical Example
With the "Is in List" condition, you can tailor your promotional email flow based on contact profiles. For example, if you want to send an email to all contacts but handle high-profile ones differently, this condition can check if a contact is on your "High Profile" list. If they are, the flow branches off to provide personalized handling, while other contacts continue through the regular flow.
Comments
0 comments
Article is closed for comments.