STAGE:
In Development
Flows Coaching

Enhanced Condition Logic for Flows, Automations, and Recommendations

STAGE: In Development

When adding condition logic to a Flow, Automation, or Recommendation, three condition types are getting upgrades:

  • Custom Field now supports a "Has any value" option, joining the existing "Unknown" (has no value). Together, these let you branch on whether a field is populated at all — regardless of what it contains.

  • Portal Group now supports selecting one or more portal groups in a single condition, instead of just one.

  • A new "Bookings" condition type lets you branch on session count (None, Equals, Not Equals, Greater Than, Greater Than or Equal, Less Than, Less Than or Equal) combined with a date range (All, Before, After, or Between specific start and end dates).

Why It Matters

  • Branch on presence, not just value. Trigger logic based on whether a custom field has any value, without needing to know what that value is.
    Example: Send a "complete your profile" nudge to any client missing a value in their "Primary Goal" field — no matter what other fields contain.

  • Multiple Portal Groups, not just one. Simplifies multi-group branching into a single condition, cutting down on redundant setup.
    Example: Instead of building separate branches for "VIP" and "Premium" clients, target both groups at once with one Portal Group condition.

  • Branch on booking activity. Target logic by how many coaching sessions someone has completed within a date range.
    Example: Trigger a re-engagement Flow for clients with zero sessions in the last 30 days, or surface a loyalty Recommendation for clients with 10+ sessions this quarter.

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