Automation Conditional Logic: If and Switch

Types of Control Flow

If

The If node routes workflow execution based on a single condition. When the condition evaluates to true, the workflow follows the True branch; otherwise, it follows the False branch.

Switch

The Switch node allows routing based on multiple conditions. It evaluates conditions in order and routes to the first matching branch. If no conditions match, the workflow follows the default branch.

Comparison Operators

The following operators are available for Data, Profile, and Step Ref conditions:

Operator	Description
is (eq)	Exact match
is not (neq)	Does not match
is one of (one_of)	Matches any value in a comma-separated list
contains	String contains substring, or array contains value
does not contain	String/array does not contain value
greater than (gt)	Numeric greater than
greater than or equal (gte)	Numeric greater than or equal
less than (lt)	Numeric less than
less than or equal (lte)	Numeric less than or equal
starts with	String starts with prefix
ends with	String ends with suffix

Condition Sources

The If and Switch nodes can evaluate boolean expressions from four different sources:

Source	Description
Data	Compare values from the automation context’s data object
Profile	Compare values from the automation context’s profile object
Step Ref	Monitor status of previous Send steps
JS Condition	Write custom JavaScript for complex logic

Data

Compare a field within the data key of the automation context with a value.

Property	Description	Example
`Field`	The data object to evaluate	`data.foo`
`Comparison`	The comparison operator to use	`is one of`
`Value`	The value to compare against	`bar, baz`

Profile

Compare a field within the profile key of the automation context with a value.

Property	Description	Example
`Field`	The profile object to evaluate	`address.country`
`Comparison`	The comparison operator to use	`is`
`Value`	The value to compare against	`Canada`

Profile conditions require profile data to be present in the automation context. Automations started by an audience trigger or a schedule do not automatically load stored profile fields. Add a GET Profile step before your If or Switch node so the user’s profile is available for comparison.

Step Ref

Check the current status of an upstream Send node, using it’s reference ID (Ref). The Ref value is defined in the Send node’s configuration.

Property	Description	Example
`Ref`	The send node’s status object	`welcome_email.status`
`Comparison`	The comparison operator to use	`is not`
`Value`	The value to compare against	`CLICKED`

Possible status values are: CLICKED, DELIVERED, ENQUEUED, FILTERED, OPENED, SENT, SIMULATED, UNDELIVERABLE, UNMAPPED, UNROUTABLE

JS Condition

Use JavaScript expressions when standard comparisons aren’t sufficient.

Property	Description	Example
`Expression`	The javascript expression to evaluate	`data.expiry < (new Date()).getTime()`

JS Condition examples

// Transform and compare values 
data.email.toLowerCase().includes('@company.com')

// Check for key existence or null values 
'preferences' in data && data.preferences !== null

// Compare date diffs as ISO strings 
Date.parse(data.lastLogin) < Date.now() - (30 * 24 * 60 * 60 * 1000)

// Manipulate nested arrays and objects 
data.orders.filter(order => order.total > 100).length > 0

Javascript Expressions in Value Fields

Javascript expressions can also be used in the Value field of Data, Profile, and Step Ref sources.

Examples

// Dynamic timestamps
${(new Date()).getTime()}

// Concatenate values
${data.firstName + ' ' + data.lastName}

// Default values
${profile.language || 'en'}

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Automation Conditional Logic: If and Switch

Types of Control Flow

If

Switch

Comparison Operators

Condition Sources

Data

Profile

Step Ref

JS Condition

Javascript Expressions in Value Fields

​Types of Control Flow

​If

​Switch

​Comparison Operators

​Condition Sources

​Data

​Profile

​Step Ref

​JS Condition

​Javascript Expressions in Value Fields

Types of Control Flow

If

Switch

Comparison Operators

Condition Sources

Data

Profile

Step Ref

JS Condition

Javascript Expressions in Value Fields