Conditional Processing Steps

Form conditional processing steps let users configure multiple instances of each processing-step type and apply conditions based on data submitted through a form. When multiple conditions are met, processing follows the configured priority order.

Conditional Processing Configuration

Business Benefits

Redirect contacts to different pages based on form-field selections.
Write selected data to a contact only when the required fields are completed.
Apply granular conditions and priority ordering, including a default option when no other condition is met.

Steps to enable and configure

You don't need to do anything to enable this feature.

Tips and considerations

Try it out

Configure a form with processing steps.
Configure the required processing step.
Open the Conditions tab and add a condition based on submitted form data.
Set priority order for applicable processing steps.

Tips and Considerations

Configure priorities carefully because the highest-priority step is processed when multiple conditions are met.
Use a default option for cases where no configured condition is met.
No hard limits were identified.
Do not create conditions that may conflict, which may cause the step not to process.

Access requirements

Ensure users have appropriate roles:
- Access to Forms is required.

Note: Requires Fusion Marketing Orchestration Add-on for Fusion Unity Data Platform. Please contact your account manager for more information.