If Conditions
Learn how to use if/else conditional logic in your workflow message templates
The if
helper allows you to conditionally include content based on whether a value exists. You can add an {{else}}
step to return a different value when the if
check is empty/false.
Empty values and zero (0
) are considered false when evaluating an if
condition.
You can add an optional setting to treat zero as true.
Basic Usage
If lead.company_name
exists:
If lead.company_name
is empty:
Multiple Conditions
You can check multiple conditions in the same template:
Nested Conditions
You can nest conditions for more complex logic:
Treat Zero as True
If you want the if statement to consider a value of 0
as true, use the optional includeZero
setting.
For example, if your if statement was {{#if 0 includeZero=true}}
, then a value of 0
would satisfy and trigger the value within the if
statement.
Best Practices
- Always provide an
else
block for critical information - Use nested conditions sparingly to maintain readability
- Test your templates with both filled and empty data
- Consider using the default helper for simpler fallback cases
Preview your templates with different quotes to ensure your conditional logic works as expected in all scenarios.
Common Use Cases
Company Information
Event Details
Service Information
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