Lesson 2: Part 3 – Conditions

Conditions run checks on any number of fields, criteria, actions (or inactions) and other data sets to determine the next step in a journey. These checks are imperative to determine the current status of a lead or client prior to an action being taken. For example, if a lead turns into a client, then the messaging and automation you currently have active will need to shift to accommodate the new status of that individual. Conditions ensure that when you take an action, that is the right action.

Tools in this Lesson

Key Takeaways