Conditions & Filters

This guide shows how to configure conditions and filters in Sender automation workflows to control how contacts are routed through Yes/No logic branches.

Where to Find This Setting

In the Sender dashboard, go to: Automations (left sidebar) → select the workflow you want to edit → the workflow opens in the visual builder. Click any existing Define condition block on the canvas, or click a + icon between steps and select Condition from the ADD A NEW STEP menu. The Condition Setup panel opens on the right side of the screen.

Steps to Configure Conditions & Filters

Step 1 — Open the Condition Setup Panel

Click the Define condition block in your workflow canvas. The Condition Setup panel appears on the right. To add a new condition, click the + icon between any two steps and select Condition from the step menu (alongside Delay, Email, SMS, Action, and Split). You can optionally enter a label in the CONDITION TITLE (OPTIONAL) field to identify the block in your workflow.

Step 2 — Select a Condition Type

Open the WHAT TYPE SHOULD THE CONDITION BE? dropdown and choose one of the seven available condition types:

• Subscriber details — filter by contact field data (Email, Phone number, First name, Last name, Birthday).
• Subscriber status — filter by the contact's current status (ACTIVE, BOUNCED, UNSUBSCRIBED, SPAM REPORT).
• Workflow email activity — filter by whether a contact interacted with a specific email in the current workflow.
• Workflow SMS activity — filter by SMS interaction within the current workflow.
• Campaign activity — filter by engagement with a specific campaign.
• Group membership — filter by whether a contact belongs to a selected group.
• Segments — filter by segment membership.

Step 3 — Define the Comparison Rules

The fields that appear depend on the condition type you selected in Step 2.

For Subscriber details: Select a field from the SELECT A FIELD dropdown. Then choose a comparison operator from the HOW SHOULD THE VALUE BE COMPARED? dropdown — options include Equals, Does not equal, Contains, Does not contain, Starts with, Ends with, Is provided, and Is one of. For most operators, enter the target value in the ENTER COMPARISON VALUE text field.

For Subscriber status: Choose a comparison operator from HOW SHOULD THE VALUE BE COMPARED? (Is, Is not, or Is one of), then select a status from the WHICH STATUS? dropdown — ACTIVE, BOUNCED, UNSUBSCRIBED, or SPAM REPORT.

For Workflow email activity / Workflow SMS activity: Select the specific workflow email or SMS message from the dropdown. The condition then evaluates whether the contact interacted with that message.

For Campaign activity: Select a campaign from the SELECT CAMPAIGN dropdown.

For Group membership: Select a group from the SELECT GROUP dropdown, then set the MATCHES field to Include (contact is in the group) or Exclude (contact is not in the group).

Step 4 — Save and Review the Branch Paths

Click Save to apply the condition. On the canvas, the condition block displays two branch paths — a green Yes path (condition is met) and a red No path (condition is not met). You can add further steps under each branch by clicking the + icon below Yes or No.

What Happens After You Save

After saving, the updated condition logic applies to new contacts entering the workflow. Contacts already past the condition block continue under the logic that was active when they reached it. The workflow status remains Draft or Active unless you change it manually. The Completion indicator in the top-right corner of the builder updates to reflect configured steps.

Common Issues

Contacts are not following the expected branch → The comparison operator or value may be misconfigured. Open the condition block, verify the WHAT TYPE SHOULD THE CONDITION BE? selection, and confirm that the field, operator, and value match the intended filter criteria.

The Yes path receives no contacts → The condition may be too restrictive. Check that the comparison value is exact — for example, Equals is case-sensitive and requires an exact match, while Contains checks for partial matches.

Condition block still shows "Define condition" → The block was not saved. Click the block to open Condition Setup, complete all required fields, and click Save.

Group membership condition is not filtering correctly → Confirm the MATCHES field is set to Include or Exclude as intended, and verify that the correct group is selected in the SELECT GROUP dropdown.

FAQs

Can I use multiple conditions in sequence?

Yes. Add additional Condition blocks under any branch by clicking the + icon and selecting Condition. Each block evaluates independently.

What comparison operators are available for subscriber detail fields?

Eight operators: Equals, Does not equal, Contains, Does not contain, Starts with, Ends with, Is provided, and Is one of (comma-separated values).

Can I change a condition type after saving?

Yes. Click the condition block, select a new type from the WHAT TYPE SHOULD THE CONDITION BE? dropdown, reconfigure the fields, and click Save. Changes apply only to new contacts reaching that block.

Do existing contacts follow updated conditions?

No. Contacts already past the condition block continue on the branch they were originally routed to.

What happens if I delete a condition block?

Click the ✕ icon on the condition block to remove it. Any steps connected under the Yes/No branches will be disconnected. Review and reconnect your workflow before activating.

Can I add a condition immediately after the trigger?

Yes. Click the + icon directly below the trigger block and select Condition to filter contacts before any other step executes.