- STAGE:
- In Development
Enhanced Condition Logic for Flows, Automations, and Recommendations
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.