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FunnelKit Automations

Conditions

You can specify rules when setting up conditional actions in automations.

The actions here will be performed only if the specified condition holds true. You can think of an If/Then/Else rule condition.

You can add multiple conditions (nested if-else statements) to achieve your business use cases.

To set a condition, you can choose from different parameters grouped into categories. However, not all groups are available for every event trigger. The available groups vary depending on the event triggers you select.

In this guide, later, we’ll also share a list of all the condition groups available for different event triggers in FunnelKit Automations.

First, let’s look at how to set up a condition for an action.

How to Set Conditions for Actions in FunnelKit Automations

Step 1: Set a condition in automation 

To select the condition, click on the (+) button under your event.

Then, click on Condition.

Next, hit on “Add New Condition,” and then you can select the group. Under each group, you will find multiple parameters.

To set a condition, first select the parameter, then choose the operator, and finally enter the value.

For example, you can create a condition where the Order Total is greater than or equal to $50. The Order Total parameter is located under the Current Woo Order group.

Step 2: Add multiple conditions for any action in automation (optional)

You can add multiple rules. You can use the AND and OR operators to create rule groups.

  • AND: The action will Checks only when all conditions in the group are met.
  • OR: The action will Checks if any one of the rule groups is met.

Example using AND:

For example, let's say we want to filter the contacts whose order total is greater than or equal to 50 AND total revenue is greater than or equal to 200. We will use the rules shown below.
Along with the previous order total rule, we can add another condition: if the user's total revenue is greater than or equal to $200. 

To set his hit “Add Condition”. 

Next, select the parameter, then the operator, and finally the value to set the rule.

We are using Total Revenue under the WooCommerce group to set a condition “Total Revenue greater than or equal to $200”.

Example using OR:
Using the OR operator, we can create a separate rule if the user has a VIP tag.

To set an OR rule, hit the option “OR.”

Next, select the group and then the parameter to set the condition. We selected the Tags parameter under Segement group. Then set the condition if the user has a VIP tag. 

Make sure to hit “Save” to add the conditions. 

Step 3: Set the action to Checks based on the condition 

Now, click the node and add an action to run when the condition is true.

Here, we will select our action as Send Email.

Now, compose your email.

You can even use the enhanced visual email builder and customize pre-designed templates to create attractive emails.

However, we'll use a simple email here for demonstration:

Turn the toggle active to make your automation go live!

Now, when a contact places an order of more than $50, an email will be sent to them.

Congratulations! Your automation works perfectly.

List of Available Condition Groups and Parameters in FunnelKit Automations

In this section, we will list all the condition groups, along with their parameters and example usage. 

Note: Most condition groups are available for all event triggers. If a group is limited to specific events, this is clearly mentioned.

Current Woo Order

These conditions let you check actions based on the details of the current WooCommerce order, including the products purchased, order value, coupons, payment method, shipping details, and customer information.

Note: This group is only available for all the order-related events. 

ConditionDescriptionExample Usage
Ordered ProductsProducts included in the current orderChecks  if the order contains the product “Wireless Headphones”
Past Purchased ProductsProducts the customer has purchased previouslyChecks  if the customer has previously purchased “Running Shoes”
Ordered Products CategoriesProduct categories included in the orderChecks  if the order contains products from the “Electronics” category
Ordered Products TagsProduct tags associated with items in the orderChecks  if the order includes products tagged with “Summer Sale”
Order TotalTotal value of the order including taxes and shippingChecks  if the order total exceeds $200
Order SubtotalOrder value before taxes and shippingChecks  if the order subtotal is greater than $150
Order CouponsCoupons applied to the orderChecks  if the coupon “WELCOME10” is applied
Order Has CouponCheck whether any coupon is appliedChecks  if the order has a coupon applied
Order Coupon TextMatch text within the coupon codeChecks  if the coupon code contains “SALE”
Order Payment GatewayPayment method used for the orderChecks  if the customer paid using PayPal
Order Shipping MethodShipping method selected for the orderChecks  if the customer selects “Express Delivery”
Order Shipping Method ZoneShipping zone used for the orderChecks  if the shipping zone is “United States”
Order Billing CountryBilling country of the orderChecks  if the billing country is “Canada”
Order Shipping CountryShipping country of the orderChecks  if the shipping country is “United Kingdom”
Order Custom FieldCustom fields added to the orderChecks  if the custom field “Gift Message” is filled
Is Guest OrderCheck whether the order was placed by a guestChecks  if the order is placed by a guest user
Is First OrderCheck whether this is the customer’s first orderChecks  if this is the customer’s first order
Order StatusCurrent status of the orderChecks  if the order status is “Processing”

Funnels

This is applicable if you are using FunnelKit Funnel Builder. These conditions let you check actions based on the funnel the customer is interacting with, such as a specific checkout page created inside FunnelKit Automations.

ConditionDescriptionExample Usage
Checkout PageThe FunnelKit checkout page is used for the orderChecks  if the order is placed through the “Black Friday Checkout” funnel

Segment

These conditions let you check actions based on customer segmentation, such as tags, lists, audience, or status.

ConditionDescriptionExample Usage
TagsContact tags assigned in FunnelKitChecks  if the customer has the tag “VIP”
ListsContact lists they belong toChecks  if the customer is part of the “Newsletter Subscribers” list
AudienceSpecific audience group in FunnelKit AutomationsChecks  if the customer belongs to the “High Spenders” audience
StatusContact  status in FunnelKit AutomationsChecks  if the customer status is “Active”

Contact Details

These conditions let you check/compare the values provided in the rules against the available information in the contact profile.

ConditionDescriptionExample Usage
First NameContact’s first nameChecks if the contact's first name is "John"
Last NameContact’s last nameCheck  the action if the contact’s last name is “Doe”
EmailContact’s email addressCheck if the contact’s email contains “@gmail.com”
PhoneContact’s phone numberCheck the action if the contact’s phone starts with “+1”
Contact CreatedExact date the contact was addedChecks  if the contact was created on “2026-03-01”
Contact Created (Days)Number of days since the contact was createdChecks  if the contact was created within the last 30 days
CompanyCompany name associated with the contactChecks  if the company is “Acme Corp”
GenderContact’s genderChecks  if the gender is “Female”
Date of BirthContact’s date of birthChecks  if the contact was born on “1990-05-15”

Contact Field

These conditions let you Checks actions based on custom contact fields in FunnelKit Automations.

ConditionDescriptionExample Usage
Campaign IDID of the campaign associated with the contactChecks  if the contact’s campaign ID is “101”
Campaign NameName of the campaign associated with the contactChecks  if the contact’s campaign name is “Spring Promo 2026”

Note: The two fields shown here are the default OptinMonster fields. If you create a custom contact field, your custom fields will appear in the rules instead. You can learn how to create custom contact fields here.

User

These conditions let you check actions based on the user account details in FunnelKit Automations.

ConditionDescriptionExample Usage
Is UserCheck whether the contact is a registered WordPress userChecks  if the contact is a registered user
User RoleWordPress role assigned to the userChecks  if the user role is “Subscriber.”

WooCommerce

These conditions let you check actions based on a customer’s overall WooCommerce purchase history in FunnelKit Automations.

ConditionDescriptionExample Usage
Total RevenueTotal revenue generated by the customerChecks  if the customer’s total revenue exceeds $500
Total Orders CountTotal number of orders placed by the customerChecks  if the customer has placed more than 5 orders
Purchased ProductsProducts the customer has purchasedChecks  if the customer has purchased “Wireless Headphones”
Purchased Products CategoriesCategories of products the customer has purchasedChecks  if the customer has purchased products from the “Electronics” category
Purchased Products TagsTags of products the customer has purchasedChecks  if the customer has purchased products tagged with “Summer Sale”
Has Made A PurchaseCheck whether the customer has made any purchaseChecks  if the customer has made at least one purchase
Has Used CouponsCheck whether the customer has used any couponsChecks  if the customer has used a coupon before
First Order WasDate of the customer’s first orderChecks  if the first order was placed on “2026-01-15”
Last Order WasDate of the customer’s last orderChecks  if the last order was placed on “2026-03-01”
Last Order DaysNumber of days since the last orderChecks  if the last order was within the past 30 days
Average Order ValueAverage value of all orders placed by the customerChecks  if the average order value exceeds $100
Used CouponsSpecific coupons used by the customerChecks  if the customer has used the coupon “WELCOME10”

Geography

These conditions let you Checks actions based on the customer’s location details in FunnelKit Automations.

ConditionDescriptionExample Usage
CountryCustomer’s billing or shipping countryChecks  if the country is “United States”
StateCustomer’s billing or shipping stateChecks  if the state is “California”
Address 1Customer’s first line of the addressChecks  if Address 1 contains “123 Main Street”
Address 2Customer’s second line of the addressChecks  if Address 2 contains “Apt 4B”
CityCustomer’s cityChecks  if the city is “New York”
Post CodeCustomer’s postal codeChecks  if the postal code is “10001”

Engagement

These conditions let you check actions based on the contact’s engagement and activity in FunnelKit Automations.

ConditionDescriptionExample Usage
Email OpensHas the contact opened the selected emailChecks  if the contact has opened the emails
Email ClicksHas the contact cliked on the selected emailHas the contact clicked on the selected email
EngagedCheck if the contact is considered engagedChecks  if the contact is marked as engaged
UnengagedCheck if the contact is considered unengagedChecks  if the contact is marked as unengaged
Link Checks ClickedWhether the contact clicked a specific link ChecksChecks  if the contact clicked the link “View Product”
Last LoginChecks whether the contact logged in during the given periodChecks  if the last login was within the past 7 days
Last OpenChecks whether the contact last opened an email in the given periodChecks  if the last open was within the past 5 days
Last SentChecks whether the  last email was sent to the contact in the given periodChecks  if the last email was sent more than 10 days ago
Last ClickedChecks whether the  contact last clicked an email link in the given periodChecks  if the last click was within the past 3 days

Broadcast

These conditions let you Checks actions based on broadcast email activity in FunnelKit Automations.

ConditionDescriptionExample Usage
Broadcast SentWhether the specified broadcast was sent to the contactChecks  if the contact has received at least 1 broadcast email
Broadcast OpenWhether the specified broadcast was sent to the contactChecks  if the contact opened the broadcast email “Spring Sale”
Broadcast ClickedWhether the specified broadcast was clickedChecks  if the contact clicked a link in the broadcast email “Spring Sale”

Automation

These conditions let you check actions based on a contact’s interaction with automations in FunnelKit Automations.

ConditionDescriptionExample Usage
Has Ever Entered in AutomationCheck if the contact has ever been added to a specific automationChecks  if the contact has ever entered the automation “Welcome Series”
Currently Active in AutomationCheck if the contact is currently active in a specific automationChecks  if the contact is currently active in the automation “Abandoned Cart Flow”
Completed the AutomationCheck if the contact has completed a specific automationChecks  if the contact has completed the automation “Post-Purchase Follow-Up”

Date & Time

These conditions let you Checks actions based on the current date and time in FunnelKit Automations.

ConditionDescriptionExample Usage
Current YearThe current calendar yearChecks  if the current year is 2026
Current MonthThe current monthChecks  if the current month is March
Current Day of MonthThe day number of the current monthChecks  if today is the 15th of the month
Current Day of WeekThe current day of the weekChecks  if today is Monday
Current TimeThe current timeChecks  if the current time is after 5:00 PM
Current Date TimeThe exact current date and timeChecks  if the current date and time is “2026-03-13 14:30”

Cart

These conditions let you check actions based on the customer’s cart details.

Note: This group is only available for cart abandonment event triggers in FunnelKit Automations.

ConditionDescriptionExample Usage
Cart TotalTotal value of items in the cartChecks  if the cart total exceeds $100
Cart ItemsProducts currently in the cartChecks  if the cart contains the product “Wireless Headphones”
Cart Items CategoryCategories of products in the cartChecks  if the cart contains items from the “Electronics” category
Cart Items TagsTags of products in the cartChecks  if the cart contains products tagged with “Summer Sale”
Cart CouponsCoupons applied to the cartChecks  if the coupon “WELCOME10” is applied
Cart Coupon TextMatch text within applied coupon codesChecks  if the cart coupon code contains “SALE”
All Cart Items Purchased (in past)Check if all items in the cart were purchased by the customer beforeChecks  if all cart items were previously purchased
Cart Contains Any CouponCheck if any coupon is applied to the cartChecks  if the cart contains any coupon
Cart Item CountNumber of items in the cartChecks  if the cart contains more than 3 items

Optin Groups

Note: This group is only available for the form submits event in FunnelKit Automations.

These conditions let you check actions based on opt-in form submissions.

ConditionDescriptionExample Usage
Form FieldsValues submitted in the opt-in form fieldsChecks  if the opt-in form field “Email” is “[email protected]

Product 

These conditions let you check actions based on the details of individual products in a newly created WooCommerce order. You can target specific products, their categories, tags, quantity, type, price, stock, SKU, and any custom fields.

Note: This group is only available for the Order Created – Per Product event.

ConditionDescriptionExample Usage
ProductSpecific product included in the order itemChecks  if the product “Wireless Headphones” is in the order
Product CategoriesCategories assigned to the ordered productChecks  if the product belongs to the “Electronics” category
Product TagsTags associated with the ordered productChecks  if the product has the tag “Summer Sale”
Product CountQuantity of the product in the orderChecks  if the customer orders 3 or more “Running Shoes”
Product TypeType of the product (Simple, Variable, etc.)Checks  if the product is a “Variable” product
Product PricePrice of the productChecks  if the product price is greater than $50
Product StockInventory status of the productChecks  if the product stock is less than 10
Product Custom FieldCustom fields associated with the productChecks  if the custom field “Gift Wrap” is selected
Product SKUSKU of the productChecks  if the product SKU is “WH-1234”

Order Item Data 

These conditions let you check different order item data. 

ConditionDescriptionExample Usage
Meta KeyEnter the order item meta key and a value to compare against. This checks product-level custom data stored with the order item.Checks if meta key _gift_wrap is “yes”
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