✅ How to Use Conditions in an Automation Journey – Geta.ai
In Geta.ai, Conditions are smart filters that help you fine-tune your automation journeys by checking if certain criteria are met before continuing to the next step. They allow you to deliver personalised, timely, and relevant content to the right people automatically.
🚦 What Are Conditions?
Think of Conditions as decision-making checkpoints in your automation journey.
They work like traffic lights — guiding each contact based on whether they meet a defined rule.
Example:
A contact with a verified mobile number goes down the “Yes” path to receive an SMS.
A contact who hasn't opened an email goes down the “No” path to receive a reminder.
🔍 Where to Find Conditions
Go to the Automation module in your Geta.ai dashboard.
Create or edit a journey.
After adding a Trigger, insert a Condition block to evaluate contacts mid-flow.
🧠 Types of Conditions You Can Use
Here’s a breakdown of all the conditions available in Geta.ai:
1️⃣ Check Contact Field
What it does:
Evaluates whether a specific contact field matches your criteria.
Use Case:
Only continue the flow if a contact's mobile number is not empty.
Example:
Condition: The Mobile Number is not empty
Outcome: Send SMS only to contacts with valid numbers.
💡 Pro Tip: Combine multiple field checks with AND/OR logic to build smarter filters.
2️⃣ Is in the List
What it does:
Checks if a contact is part of a particular marketing list.
Use Case:
Send updates only to users who are in your “Demo Booked” list.
Example:
If “Contact is in Demo List” → Send product onboarding message.
3️⃣ Is in a Segment
What it does:
Filters contacts based on whether they belong to a dynamic segment.
Use Case:
Trigger exclusive campaigns for high-value customers.
Example:
If “Contact is in High-Value Segment” → Start a loyalty campaign.
4️⃣ Check Email Status
What it does:
Checks the delivery or open status of an email sent in the journey.
Use Case:
Send a reminder only if the original email was not opened.
Example:
If “Email Not Opened” → Send follow-up email or SMS.
5️⃣ Check SMS Status
What it does:
Evaluates the status of an SMS sent earlier in the automation.
Use Case:
Retry sending a message if the first SMS was not delivered.
Example:
If “SMS Status is Failed” → Trigger a second SMS or email.
6️⃣ WhatsApp Active Bot Sessions
What it does:
Checks whether a contact has an active WhatsApp bot session.
Use Case:
Send a message only if a session is active; otherwise, wait or escalate.
Example:
If the session is active → Send bot reply
If not active → Assign to a live agent
7️⃣ Google Sheet Field
What it does:
Checks whether a selected Google Sheet field matches the criteria you define in the automation journey.
This condition helps you filter records based on values coming directly from your connected Google Sheet, so your automation continues only when the required sheet data matches your rule.
Use Case:
Continue the flow only if a specific Google Sheet field contains valid data.
Example:
Condition: The Mobile Number field is not empty
Outcome: Send WhatsApp messages only to configured Google Sheet contacts with valid numbers.
💡 Pro Tip: Combine multiple Google Sheet field checks using AND/OR logic to create smarter and more precise filters.
Important to Remember:
Only Google Sheet columns will be visible inside this condition.
To use Google Sheet Field as a condition, you must first configure the Google Sheet Trigger in your automation journey. Once the trigger is properly configured, the available columns from that selected Google Sheet will appear here for condition setup.
🎯 Why Use Conditions in Your Journey?
Using Conditions helps you:
✨ Deliver personalised content to the right people
🛡️ Avoid irrelevant messages that could annoy contacts
⚡ Respond in real-time to user actions
🎯 Keep your flows clean and efficient
✅ Quick Recap: How to Add a Condition
Inside your automation journey, click the ➕ icon.
Choose Condition.
Select the type (e.g., contact field, list, segment).
Define your rule (e.g., "Email not opened").
Connect the Yes and No branches to the next actions.
🧪 Final Tip: Always Test Before You Go Live!
Before launching your journey:
Use sample contacts to walk through each path
Ensure all Yes/No branches lead to a meaningful next step
If you're using Google Sheet Field, make sure your Google Sheet Trigger is configured first, so the sheet columns are available while setting conditions.
🎉 Now you’re ready to create smart, responsive, and efficient workflows using Conditions in Geta.ai!
If you're new to automations, be sure to check out our guides on Triggers and Actions to build full, dynamic journeys.