Automation Conditions

Conditions apply to form Mapping and automation, to determine when to apply values to the Visitor. A range of options are available to test different objects and properties.

Add Condition

Click Add Condition… to bring up the form. Enter the required values and click Save Condition. The changes will be reflected on screen immediately.

The fields will change depending on the selected Condition Test. Dropdown selections will also be provided relevant to the test where possible.

Condition Types

The matrix below shows the conditions available.

Condition	Form submission	Visitor	Session	Session Event

Condition	Form submission	Visitor	Session	Session Event
Form identifier	x
Form target field	x
Form raw data	x
Visitor Segment	x	x	x	x
Visitor Goal	x	x	x	x
Visitor Stat	x	x	x	x
Visitor field	x	x	x	x
Visitor raw data	x	x	x	x
Session Stat			x	x
Session field			x	x
Session raw data			x	x
Event type				x
Event raw data				x

The field and raw data conditions allow you to specify any mapped object field or available data accessor to compare. For example, a form submission mapped to a Lead may check the value of any mapped Lead field.

Visitor field conditions also allow checking values on related objects, e.g. Lead or Contact. The dropdown field helper will display related fields prefixed with the relationship name.

The Goal and Stat conditions check for the presence of a Goal or Stat by name, and compare the numeric value. The Segment condition checks for the presence of the Segment.

The Event conditions allow processing detailed Event data not normally saved to Salesforce.

Condition Operators

Each condition may compare the desired value in a few different ways:

Equal
Less than
Greater than
Includes
Contains

Operators are only supported for data types where they make sense; for example Contains is useful for strings but not so much for numbers or dates.

Comparison values

Data types are automatically detected and converted where possible, supporting numbers, date(/time)s and boolean values in addition to strings. You can also specify different types of values as below, depending on the type of condition.

The Form identifier condition automatically loads the identifiers from all saved mappings to choose from. You can still enter a value manually by choosing Specify: from the list.

Text

To supply multiple values for the Includes operator, separate the values with a comma, e.g. value1,value2.

This option can be used for Boolean values using true or false text.

Number

Numeric input only, e.g. for Goal values or Stat counts.

Date

Provides a date picker for setting a date and time value.

Field

Provides a dropdown of available Visitor and related object fields whose value can be used in a condition.

Values may not be available during form submissions if there is no identified Visitor or the Visitor is newly identified. Null values will be used for comparison in this case.