Conditional Logic Within Email Automations
Megan Vasquez
I’d love to request the ability to use conditional logic inside email automations to create more personalized and responsive subscriber journeys.
Here’s what I’m envisioning:
Add If/Then branches directly within an automation (e.g., “If subscriber has Tag A → send Email X; If not → send Email Y”)
Conditions based on:
Tags (present or absent)
Custom field values (e.g., product type, interest, birthday)
Email engagement (opened, clicked, not clicked)
Purchase history or product type
Option to nest or stack conditions for more complex paths
This would allow:
Targeted follow-ups based on behavior or interest
Smarter upsells and cross-sells
Better support for evergreen funnels, challenges, and multi-offer ecosystems
Adding conditional branching would help reduce the number of separate automations I have to manage and make sequences more intuitive and dynamic—creating a much smoother experience for both the business and the subscriber.
Thanks so much for considering this!
J
Jacky Zhu
Merged in a post:
Product Based Email Options + Flexible Email Subject Controls
theshesuiteagency
Hello Beacons Team,
I’m a digital product seller using Beacons to sell tools and educational resources, and I would love to submit a feature request that would significantly improve the email marketing functionality of the platform.
- Ability to Email Customers Based on Specific Purchases
Currently, Beacons allows email sequences tied to the initial upsell funnel, but it does not appear to allow creators to segment or email customers later based on a specific product purchase or download.
This limits our ability to properly nurture customers.
Example use case:
If a customer purchases or downloads a specific product (for example, a calculator or workbook), I may later want to:
• Send updates related to that product
• Offer advanced versions or upgrades
• Provide additional training or education related to that purchase
• Send related products that complement what they already bought
Right now, without purchase-based segmentation, we cannot easily target those customers and must rely on broad broadcasts.
Suggested Feature:
Allow creators to segment email lists based on:
• Specific product purchases
• Specific downloads/freebies
• Tags assigned to customers
• Purchase history
This would allow much more effective customer nurturing and increase revenue for creators using Beacons.
⸻
- More Flexible Email Subject Line Controls
Another issue is that Beacons currently blocks certain subject lines due to spam risk, forcing users to change their subject line before sending.
While I understand the goal is to protect deliverability, sometimes the system blocks legitimate subject lines that are relevant to the creator’s niche.
For example:
“Your Profit Formula Is Here: How to Increase Your Income”
This type of subject line may be flagged even though it is normal language for educational or financial content.
Suggested Improvement:
Instead of forcing creators to change the subject line, consider:
• Showing a deliverability warning or suggestion
• Allowing the creator to override the recommendation
• Providing a spam score indicator instead of a hard restriction
This would give creators more flexibility while still educating them about email deliverability best practices.
⸻
Why This Matters
Many creators using Beacons are building digital product ecosystems, and the ability to:
• Segment customers by purchase
• Send targeted emails
• Maintain subject line flexibility
would significantly improve our ability to nurture customers, increase product adoption, and generate repeat sales.
Thank you for considering this request. These improvements would make Beacons an even stronger platform for digital product creators.
Jacob Choi-Durham
Hi theshesuiteagency — thanks for sharing this, it’s super helpful. We’re going to take a closer look at both the purchase-based email segmentation request and the subject line restriction behavior, and we’ll follow up once we have an update.
J
Jacky Zhu
Merged in a post:
Multi-path conditional email automations
beingmedigitally
I would love to be able to set up an email journey based on a customers entry point. The journey would include multiple entry points and can take them on a different email journey if they purchase something along the way
Autopilot
Merged in a post:
email automation logic implementation
n
nic.smith0710
A way to trigger an email funnel for audience members who either click on a product page but don't buy or who start filling out the purchase form but don't complete the purchase? Or who click on a link within the email. Basically so that one can have if/then logic in the email automations.
n
nic.smith0710
Exactly what I am after! Love this suggestion
J
Jacky Zhu
Merged in a post:
Dynamic Email Groups
itsyassylindsay
I would like the option to create my own dynamic email groups.
Reason being I want to start a newsletter but I only want to send that newsleetter to people who have choses to subscribe specifically to that newsletter.
I created a signup page for my newsletter using beacons website builder.
But then I realised there is not way to create a dynamic group for people who sign up specifically from that page to jion a newsletter group.
I would ideally like a solution for the example above.
Otherwise I will have to use a thrid party software like beehive, and that defeats the point of building my audience CRM and nurturing my leads if I have to do it outside of Beacons.
Is this something you can add, and how long would it take?
J
Jacky Zhu
Merged in a post:
A/B testing for email automation/marketing
thepassiveincomemethod
Hi, I would like A/B testing functionality to be added to the email automation workflow. An example of this would be customers who sign up for the freebie will be randomly split to group A vs. B. Within the same workflow, I would like to create sub workflow A vs. sub workflow B to test the messaging/content/tonality of my emails. Thanks.
Jacob Choi-Durham
Hello itsyassylindsay! I have a few more questions for you:
- What specific criteria or attributes would you like to use to define a 'dynamic email group'?
- How frequently do you anticipate updating or changing the membership of these dynamic email groups?
- Are there any specific integrations or third-party tools you currently use that you would like this feature to be compatible with?
itsyassylindsay
Jacob Choi-Durham
- What specific criteria or attributes would you like to use to define a 'dynamic email group'?
I would like the ability to create dynamic email groups based on specific actions or criteria, such as:
Users who signed up via a specific signup page (e.g., my newsletter signup page).
Tags or categories applied to users when they sign up (e.g., "Newsletter Subscriber").
Users who have opted into specific types of communication via checkboxes or preferences during the signup process.
Ideally, these groups should automatically update in real-time as users meet or no longer meet these criteria.
- How frequently do you anticipate updating or changing the membership of these dynamic email groups?
The membership of these groups would need to update dynamically and automatically as users sign up or unsubscribe.
For example:
When someone signs up via the newsletter page, they’re immediately added to the group.
When someone unsubscribes from the newsletter, they’re automatically removed.
The goal is to have these updates happen without manual intervention on my part to save time and ensure accuracy.
- Are there any specific integrations or third-party tools you currently use that you would like this feature to be compatible with?
Currently, I prefer to use Beacons as my primary CRM and email tool to build and nurture my audience.
However, I would like the option to use Zapier to automatically subscribe people to this newsletter after joining my Skool group.
Ideally, I’d like the feature to work seamlessly within Beacons itself.
If integrations are an option, it would be helpful if this feature could:
Work with Zapier to automate the contact subscription into the dynamic group from Skool. Based on the information they submitted on the Skool entry form for the group.
J
Jacky Zhu
Merged in a post:
More Customizable Email Workflows
G
Guest
I would be able to do all of my email marketing on Beacons except for the fact that it's missing some key features. For example, I want to be able to send a different email to the person depending on whether they opened the email or did not open the email. Other platforms allow for much more customization of these workflows and I would love to be able to have this level of customization in beacons email marketing, so I wouldn't have to use an outside platform.
Jacob Choi-Durham
Hello Guest! I have a few more questions for you:
- Can you provide examples of the specific types of email workflows you would like to see implemented?
- What other features from other platforms do you find useful that you would like to see in Beacons?
- How often do you plan to use these customizable email workflows?
G
Guest
Jacob Choi-Durham
- I'd like to see different triggers than "Joined Email" where you can setup different workflows depending on what the user does (these are called "conditionals". For example, you can have a different set of emails sent to the person on the condition of if they opened the previous email or not. Another example of some conditionals might be: did they submit a first name, did they click on the link, did they purchase a product...etc. All of these would allow me to better sort and tailor my emails depending on what the user did.
- I'd recommend looking at beehiiv. They have incredible customization when it comes to email workflows
- I would setup my entire email workflow differently on beacons if it had this feature. I plan to set it up once, but I would set it up way differently, and I would probably come back to it and change it every once in a while.
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