Logo

What’s the If/Else Conditional Event and How to Use It in Workflows for GoHighLevel

What's the If/Else Conditional Event and How to Use It in Workflows

Using the If/Else Workflow condition allows you to create different paths within a Workflow. This allows you to customize Workflows on a deeper level to enhance your business. There are numerous options for customizing the If/Else condition by adding one or multiple “and” & “or” filters to customize out the action as you need.

Perhaps you want one set of actions to happen for contacts who live in a certain geographic area, and you want a different set of actions for those in another area. Or maybe you want people with an email address to receive a series of email follow ups, and people without an email address to be scheduled for a series of call follow ups. Again, there are several options for customizing this condition in Workflows. Let’s take a look at how to set it up.

Step 1: Create a Workflow

  • Create a new Workflow or edit an existing one.
  • Set up your Workflow triggers.

Step 2: Add the If/Else Condition Event

  • Click the + to add an action to the Workflow.
  • Choose the “If/Else” condition.
  • Add one or more Segment and Operator, choosing from the dropdowns to customize the action. (In the GIF above, I set the condition so anyone with “Los Angeles” as their City, and anyone without the name Bob, would go down 1 path of the workflow. Anyone else would go down the 2nd path.)
    • NOTE: You can toggle between “And” and “Or” to decide if you want 1 or more operator to function together or independently. AND implies that both conditions must be met. OR implies any one of the conditions must be met.

Step 3: Add Additional Workflow Events

  • Once you’ve added the If/Else condition, you will see a split in the Workflow path with “Yes” and “No”. Based on the filters from your If/Else condition, contacts will go down one of the two paths, and you can customize additional events. In this example, anyone with Los Angeles as their city and not having Bob as their first name, would receive a SMS under the “Yes” path. Anyone in the “No” path would receive an email and a manual call.
  • Save and confirm any changes to your Workflow.
  • Switch it from Draft > Publish mode in order for it to function.

Related Articles

Facebook / Instagram – User comments on a Post trigger on Workflow in GoHighLevel

What are the new Triggers? To initiate a workflow, simply select “Add Trigger.” Explore comment automation triggers conveniently housed under the “Facebook/Instagram events” category. Easily locate your desired trigger through direct search or by scrolling within the category. 1. New Triggers Navigate to triggers and choose from the assortment of available options tailored to your […]

John Mamado

IVR (Triggers and Actions) on Workflow in GoHighLevel

Transforming your business communication landscape, our Interactive Voice Response (IVR) system represents a paradigm shift. By harmonizing state-of-the-art technology with user-friendly design, our IVR capabilities elevate customer interactions to unprecedented levels of efficiency and satisfaction. Here’s how: – Available only for LC Phone customers – Pro Tip: Use the “IVR” Workflow Recipe for a head […]

John Mamado

How to use the Workflow Slack Premium Action in GoHighLevel

The Workflow Slack Premium Action feature empowers users to automate message delivery to Slack channels and users, enhancing communication efficiency and fostering team synergy. With three primary functions, it allows for messaging individuals, private channels, or public channels, facilitating seamless collaboration within teams. Agencies on Any Plan  ($97, $970, $297, $2970, $497, $4970) can access […]

John Mamado

How to use Facebook comment automation for Facebook Groups on Workflows in GoHighLevel

The functionality of triggering user comments on a post in Facebook and Instagram extends seamlessly to Facebook Groups as well. Prerequisite How to use this feature for Facebook Groups? When setting up a workflow, simply select “Add Trigger” to proceed. You’ll find triggers associated with comment automation under the “Facebook/Instagram events” category. Navigate directly to […]

John Mamado

How to Create a Birthday Reminder Workflow in GoHighLevel

Elevate your customer engagement with a Birthday Reminder Workflow Trigger that enables personalized experiences for your clients. This tutorial teaches how to create and customize this versatile trigger for tailored birthday greetings or promotions. Enhance your marketing strategy with a personalized touch through this comprehensive guide. What is the Birthday Reminder Workflow trigger? Please Note: […]

John Mamado

How to use the Date/Time Formatter Workflow Action in GoHighLevel

Experience the Date/Time Formatter action, a dynamic utility empowering users to reshape date or date and time configurations and analyze dates within workflows. Seamlessly transform date formats to align with various applications, database systems, or communication platforms such as email, SMS, or Slack. Moreover, effortlessly assess date disparities to streamline date-centric computations and strategic planning. […]

John Mamado
Logo
Go HighLevel Onboarding, Training, Education, Coaching, Support, Products and Services. Enabling Customer Success for GHL Agencies Worldwide
Copyright Growthable 2023 | All Rights Reserved

Grab our free techincal onboarding checklist