Flows
Conditions
The operators a condition can use, how groups of conditions join, and the blank rule that decides where a lead with missing data goes.
A condition tests one field: a field, an operator and a value. For example, sopro.headcount is less than 11.
If / else and Branch steps route by conditions. A Score step uses them to add points.
Operators
Section titled “Operators”| Operator | Holds when | If the field is blank |
|---|---|---|
| is | The field is the value | Does not hold |
| is not | The field is not the value | Holds |
| is any of | The field is one of the values in the list | Does not hold |
| is not any of | The field is none of the values in the list | Holds |
| is less than | The field is a number below the value | Does not hold |
| is more than | The field is a number above the value | Does not hold |
| is blank | The field is blank | Holds |
| is not blank | The field has a value | Does not hold |
| contains | The field holds the value somewhere in it | Does not hold |
| starts with | The field starts with the value | Does not hold |
| ends with | The field ends with the value | Does not hold |
| domain matches | The field’s domain is one of the domains in the list | Does not hold |
“is blank” and “is not blank” take no value.
How values are compared
Section titled “How values are compared”- Text ignores case.
Acmeisacme. - Spaces at either end are dropped from the field and from the value.
- A list is separated by commas:
UK, Ireland, France. - Numbers may hold a thousands comma, a decimal point or a percent sign.
1,200,38.5and12%are numbers.201-500is not, so test a band with “is” or “is any of”, or testsopro.headcount, which is a number. - A number test on something that is not a number does not hold.
- “contains”, “starts with” and “ends with” need a value. With an empty value they do not hold.
- “domain matches” reduces both sides to the main domain.
https://www.acme.com/pricingmatchesacme.com. The value may be a list of domains.
The blank rule
Section titled “The blank rule”A blank field makes every positive test false, and makes “is not” and “is not any of” true.
This matters most when a company is not found. Every sopro. field is then blank, so the lead falls through each positive test to the last exit. Decide what that exit does. “Is not” tests need the same care: sopro.country is not UK holds for a lead with no country at all.
To treat missing data on its own, test for it first: sopro.matched is no, or the field “is blank”.
Groups: all or any
Section titled “Groups: all or any”Conditions sit in a group. The group holds when all of its conditions hold, or when any of them does. You choose which.
A group with no conditions never holds.
If / else and Branch
Section titled “If / else and Branch”- If / else has one group. The lead takes Yes when it holds, and No when it does not.
- Branch has several groups, each with a name and its own exit. They are tried in order. The lead takes the exit of the first that holds. If none holds, it takes Else.
Order the branches of a Branch step from the most specific to the least.
In the trace
Section titled “In the trace”A lead’s trace shows each group that was tried, each condition in it and whether it held. That is how you, or an agent, can say why a lead went where it did.