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To add a condition to a sequence, add a Condition step, set each requirement to Must have or Exclude, and add the actions you want on the True and False paths.

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What this gets you

  • Each contact follows the path that fits them, automatically.
  • You can exclude people, such as a do-not-contact tag, without handling it by hand.
  • You can choose a channel based on what you know about the contact.

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Steps

  1. In the sequence editor, add a Condition step where you want the sequence to branch.
  2. For each requirement you care about, choose Must have or Exclude. Leave the rest unset. Requirements cover contact info (email, mobile, landline, website), social connection degree, profile links and status, and tags.
  3. For email, choose the address type: Auto, Private, Work, or Any.
  4. Use Must have tags to require every selected tag, and Exclude tags to send contacts with any selected tag down the False path.
  5. Add the steps for contacts who pass on the True path, and for everyone else on the False path.
  6. Save.

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Tips

  • True means every Must have is met and no Exclude matches. You can edit a condition at any time. Changes only reach contacts who haven’t been queued yet.

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Ideas to get more from it

  • Must have an email: send an email on True, and a social message on False.
  • Must be a 1st connection: send a direct message on True, and an invitation on False.
  • Exclude a do-not-contact tag and put your outreach on the True path.