Boolean Helper - Introduction

Often times, you want to make a decision based on data you got in a previous step. This can be done with the Boolean Helper. Comparison types like greater, smaller, etc. are explained  below.


In the screenshot below, you see a typical example of where and how to use a boolean helper:


To get started, simply enter the data value you want to compare to in Value A and the to be compared with value in Value B. As for the Comparison Type select the one that suits your use-case:



Note: you can either select two relative values in Value A and Value B, meaning you can reference data from a previous step of the automation flow, or you can enter static data. E.g. in the example screenshot above, you can see Value A is a relative reference to a previous step indicated by the #sale1. Value B on the other hand, has just the word "true" which is static and not a reference. In total you can have these combinations:


#reference#reference
Common example
#reference
staticCommon example
static#referenceThe same  as line two so not really needed.
staticstatic
Not really needed, as it would not make sense, yet is technically possible.



Comparison types of the boolean helpers

The boolean helper has many comparison types for values:

  • greater - can be applied to any number or datetime format
  • smaller - can be applied to any number or datetime format
  • equal - can be applied to any number or datetime format
  • greater_equal - can be applied to any number or datetime format
  • string_is - can be applied to any string
  • string_begins - can be applied to any string
  • string_ends - can be applied to any string
  • string_includes - can be applied to any string (not visible on the screenshot below, but is in the app)


Screenshot from the dynamic insight:



Boolean helpers in Loops

Boolean helpers are often used as part of loops, (Loop helper is explained here) when there is a larger list, dict or array of data, where each data record has a particular information based on which the boolean helper can take a decision and do something.


Example: Let's suppose you have a list of users how contacted you on your website and depending on whether they already exist, you want to send a different email to them: