# Understanding workflow conditions

<figure><img src="/files/Ke5VndspZakNK9A9YBlX" alt=""><figcaption></figcaption></figure>

## What are the conditions

A condition checks whether certain criteria are met before the workflow continues. Based on the result, the workflow can follow different paths or decide whether to run specific actions.

{% hint style="info" %}
A workflow can have multiple conditions that determine which path to follow.
{% endhint %}

## Types of conditions

<table><thead><tr><th width="152.15814208984375">Condition</th><th width="154.079833984375">Evaluates</th><th width="243.94512939453125">Available options</th><th>Configuration</th></tr></thead><tbody><tr><td><p>An event occurred</p><p>(Event-based)</p></td><td>Has a specific event happened?</td><td><ul><li>Email opened</li><li>Email clicked</li><li>Customer unsubscribed</li><li>Customer purchased</li></ul></td><td><ul><li>Event type</li><li>Time email selection (optional)</li></ul></td></tr><tr><td><p>Customer criteria</p><p>(Data comparison)</p></td><td>Does customer data match criteria?</td><td><ul><li>8 customer fields with flexible operators</li></ul></td><td><ul><li>Field selector</li><li>Operator</li><li>Compare value</li><li>AND/OR logic</li></ul></td></tr></tbody></table>

{% tabs %}
{% tab title="An event occured" %}

<figure><img src="/files/D0Ef5sdVCeP8OFpEEN1B" alt=""><figcaption></figcaption></figure>

* **Event:** Select the event you want to check for.
* **Email:** Choose the specific email associated with the event, or leave it as **Any email** to check whether the event occurred for any customer.

{% hint style="info" %}
*Examples:*

**Trigger:** New customer sign-up

**→ Action:** Send email (Send promotional email with CTA links)

**→ Action:** Wait (Wait for email delivery and potential click)

**→ Condition:** An event occurred - **Email clicked** (Check if customer clicked email link)

**→ Action (If True):** Add customer tags (Tag customer as `engaged`)\
\
\&#xNAN;*Suggested reading:* [Tag engaged customers after email click](/xflow-app/workflows/get-started-with-workflow-templates-library/tag-engaged-customers-after-email-click.md)
{% endhint %}

{% hint style="success" %}
📝 Learn more: [Workflow condition: An event occurred](/xflow-app/workflows/understanding-workflow-conditions/workflow-condition-an-event-occurred.md)
{% endhint %}
{% endtab %}

{% tab title="Customer criteria" %}

<figure><img src="/files/GukLPbsAiFMcvEkkWULS" alt=""><figcaption></figcaption></figure>

* **Select variable:** Choose the customer attribute you want to evaluate.
* **Operator:** Pick the comparison rule (Equal to, Not equal to, Greater than, Less than, Greater than or equal to, Less than or equal to).
* **Compare value:** Enter the value you want to compare against the selected variable.
* **AND / OR:** Combine multiple criteria to create more advanced conditions—use **AND** when all conditions must be true, or **OR** when any single condition can trigger the branch.
* **Add criteria:** Click *Add criteria* to include additional conditions as needed.

{% hint style="info" %}
*Examples:*

**Trigger:** New customer sign up

**→ Condition:** Customer criteria - **Order count > Greater than or equal to > 1**

**→ Action (If True):** Add customer tags (automatically adds the "loyalty member" tag to the customer's profile)

**→ Action:** Send email (sends a loyalty program welcome email to the customer)\
\
\&#xNAN;*Suggested reading*: [Loyalty program enrollment](/xflow-app/workflows/get-started-with-workflow-templates-library/loyalty-program-enrollment.md)
{% endhint %}

{% hint style="success" %}
📝 Learn more: [Workflow condition: Customer criteria](/xflow-app/workflows/understanding-workflow-conditions/workflow-condition-customer-criteria.md)
{% endhint %}
{% endtab %}
{% endtabs %}

### Get to know each condition type in more detail

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Workflow condition: An event occurred</strong></td><td>Check if specific customer engagement events have happened</td><td></td><td><a href="/pages/tHc1zs5mWPxKAQVVbTzY">/pages/tHc1zs5mWPxKAQVVbTzY</a></td></tr><tr><td><strong>Workflow condition: Customer criteria</strong></td><td>Filter based on customer profile data and behavior patterns</td><td></td><td><a href="/pages/udpTXo3Wev04gF8mECIj">/pages/udpTXo3Wev04gF8mECIj</a></td></tr></tbody></table>

## Order of conditions

Conditions are checked one by one, in the order they appear in the workflow. The system starts from the top and moves down step by step.

{% hint style="success" %}
You can build workflows with multiple conditions, where each condition can lead to a different action.
{% endhint %}

{% hint style="info" %}

#### *Examples:*

**Trigger:** New customer sign up\
\&#xNAN;**→ Condition:** Customer criteria (Check if subscriber has past orders)

\
If **True**

→ **Action:** Create discount code (Create exclusive VIP discount code)

→ **Action:** Send email (Send VIP welcome email with discount)\
\
If **False** \
→ **Action:** Send email (Send standard welcome email)

→ **Condition:** An event occurred – **Email clicked** (Check if customer clicked a link in the welcome email)

→ **Action (If True):** Add customer tags (Tag customer as **engaged**)\
\
Conditions are evaluated one by one, in the order they appear in the workflow. Each True or False branch can trigger different actions or lead to another condition.
{% endhint %}

<figure><img src="/files/ZOEnf50gABwKXO1e8x1p" alt=""><figcaption></figcaption></figure>

## How conditions work

{% stepper %}
{% step %}
A workflow reaches a condition step.
{% endstep %}

{% step %}
The condition evaluates data from the trigger or previous actions.
{% endstep %}

{% step %}
If the condition is met, the workflow continues along the **Yes** path.
{% endstep %}

{% step %}
If the condition is not met, the workflow follows the **No** path or stops, depending on your setup.
{% endstep %}
{% endstepper %}

{% hint style="success" %}
Want a full picture? Learn more about how workflows work: [How workflows work](/xflow-app/workflows/how-workflows-work.md)
{% endhint %}

## Related articles

{% content-ref url="/pages/3ajXS0dZtcdbezZlA3XI" %}
[Available triggers, actions, and conditions](/xflow-app/workflows/available-triggers-actions-and-conditions.md)
{% endcontent-ref %}

{% content-ref url="/pages/NWmkFOfstlDd2472afEb" %}
[Create a workflow](/xflow-app/workflows/create-a-workflow.md)
{% endcontent-ref %}

{% content-ref url="/pages/2vPjRx3iv0sn0W8FiqsT" %}
[Assign a workflow to your campaign](/xflow-app/workflows/assign-a-workflow-to-your-campaign.md)
{% endcontent-ref %}

***

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