Automation (If/Else) check 2 fields - How to do that?

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1

I have 2 fields in my Contacts record; Industry (eg. Construction, Mining, etc.) & Lead Type (eg. government, system integrator, consultant, etc.)
I need to send an customized email to a Contact based on their Industry and Lead Type combined.
Example; a Contact is from the Construction (Industry) as well as a Government (Lead Type) which is different from a Contact from the Construction (Industry) as well as a Consultant (Lead Type) .
How do I set up my Automation to check this?
Thanks in advance.

2

Hi there! Just make sure your if/else condition has the AND toggled:

And then your automation can filter this way:

You can continue to create new if/else conditions down your No path so that you have several different campaigns/emails going out, as needed.

Let me know if you have more questions!!

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3

Hi Mika,
Many thanks for your reply. Will test it out. Thanks again. :slightly_smiling_face:

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4

Hi Mika,

I tried using the AND option within the If/Else function thanks to your suggestion. Much appreciated.
But the thing is I have several values under Industry & Lead Type to add these If/Else & AND.
I’ll end up with a lot of these nested If/Else & AND checks.
Is there a shorter way to do this?

As I’ve mentioned earlier, I have 2 fields in my Contacts record; Industry (eg. Construction, Mining, etc.) & Lead Type (eg. government, system integrator, consultant, etc.). And I need to send a customized email to a Contact based on their Industry and Lead Type combined.

Example; if a Contact is from the Construction (Industry) & is a Government (Lead Type) will be sent a different customized email to a Contact which from the Construction (Industry) & is a Consultant (Lead Type).

Is there another shorter alternative for me to consider, using the If/Else & AND function. Thanks.

5

Not a perfect solution, but one option is to create a category (using field or tag or list) to store all the contacts that match the criteria.

At least then you can keep all of your ‘categorizing’ logic decoupled in its own separate automation. And in your automation/campaign you only need to filter by that one category.

6

Hi,
Many thanks for your reply. Will study your recommendation.