Conditional actions allow you to perform actions for specific visitors, that meet the conditions you've defined when they complete a form, button, or survey element of a campaign.
To add a conditional action, go to the "Manage Actions" button in the builder panel while editing a form, button, or survey, and click "+ Add Conditional Action".
Defining conditions
Once you've added a conditional action, you'll be able to add conditions that must be met for the actions to be performed.
For example, if you were surveying your visitors on how many push-ups they can do, whether they can only do 0-5, or 6-15 push-ups, you could direct them to a product recommendation based on their fitness level.
So you would add conditions for if their "push-ups" survey selection is either "0 to 5 push-ups" or "6 to 15 push-ups".
Pro tips:
Using Campaign scoring, conditional actions can be used to route people to different outcomes based on scores assigned to their survey answers and/or form custom field selections.
For conditional actions, you can also use the same condition types you use for targeting campaigns to website visitors. This means conditional actions can be performed in very specific scenarios you define, such as if a form is submitted on a specific page, or if the person is already tagged as a customer, etc. This helps you personalize the outcomes of your campaigns and landing page funnels for any type of visitor segment you may define.
Setting the action type
When the conditions of a conditional action have been met, when someone completes the form, button, or survey, the action type of that conditional action will be performed instead of the default action.
Here are some of the action types you can choose to perform:
You can choose to redirect your visitors to a URL
Show another step in the campaign
Display a thank you message
Display another campaign you've created in ConvertFlow
Open an SMS message to a phone number
Select the action type you want to perform if the visitor meets the conditions, and you'll be able to enter the details.
Adding conditional automations and custom code
The default automations added to your form, button, or survey will always run for visitors when it's completed.
However, if a conditional action is performed because a visitor has met the conditions, the automations added to that conditional action will run as well.
This helps you conditionally run automations in your tools, such as applying segmentation tags depending on the options entered into a form or survey.