Skip to main content
An If / Else step lets a single automation branch. Pick a Planning Center list, and people in the list go down one path while everyone else goes down the other. Each path has its own steps, so you can tailor the experience to where someone is.
An If / Else step splitting the canvas into In list and Not in list paths, each with its own steps

​
Setting It Up

Add an If / Else step and choose the list to check. The canvas splits below the step into two paths:
  • In list — for people who are in the list
  • Not in list — for people who aren’t
Each path can hold its own steps — emails, waits, notifications, even more If / Else conditions nested inside.

​
How Branching Works

  • Membership is checked live. We check Planning Center at the moment a person reaches the If / Else step — not when they entered the automation. If someone joins or leaves the list during an earlier wait, they’re routed based on where they are right now.
  • Paths run independently. A wait on one path never delays people on the other. If the “In list” path waits 5 days and the “Not in list” path waits 6, each group keeps its own timing.
  • Paths rejoin afterwards. Steps placed after the If / Else run for everyone, once their own path finishes. People rejoin whenever their path is done — they aren’t held for the other path to catch up. A person whose path has no steps skips straight to the shared steps (or finishes, if there aren’t any). This means a condition can sit in the middle of an automation, not just at the end.
  • Once routed, people stay on their path. Joining or leaving the list afterward doesn’t move them.

​
Combine with End Automation

Pair If / Else with an End Automation step to end the run early for one group — for example, skipping the rest of a welcome series for people who are already in your “Members” list.
If / Else steps aren’t available on weekly and monthly (scheduled) triggers, which send once to the whole list rather than running per person.