How to use the 'Field Value' block to make advanced field checks within the Automation Flow.
Introduction
The block Field Value is available in the Automation Flow builder and is used to validate information and direct the flow of actions based on the fields of Contact, Company, Opportunity or Task.
Among the commonly used conditions are: Equal to, Different from, Is not empty, Greater than or equal to and Less than. It is worth noting that some conditions are restricted to fields of the type Number, as they involve quantitative evaluations.
Due to the Auto Selectorsfeature, fields of Opportunity and Task are available only in the Automation Flow, not being accessible through the Chatbot.
Selecting the 'Field Value' block.
Example of a 'Field Value' block with defined conditions.
Classifying contact based on the opportunity value
In this example, the opportunity value will be checked in a travel agency CRM, corresponding to the estimated price of the package quoted by the customer. The role of the Flow is to analyze the ticket value and define the next actions automatically.
According to the identified value:
Greater than or equal to R$ 20,000: add the tag High-Ticket and create a follow-up task for the supervisor.
Greater than or equal to R$ 10,000: add the tag Medium-Ticket.
Less than R$ 10,000: add the tag Low-Ticket.
At the end, the contact will be automatically included in a newsletter segment, beginning to receive email campaigns.
It is important to highlight that conditions are evaluated from top to bottom, and the first one that is met determines the path followed in the Automation Flow.
