Knowledge Base

Get Expert Website Hosting

Choose website reliability and expertise with SiteGround!

Home / Email Marketing / How to Use Custom Fields in Automations

How to Use Custom Fields in Automations

Last update: Aug 26, 2025

In the Automation Builder, click the plus (+) icon to add a new step. From the Add Next Step menu, select Condition:

Email automation builder interface showing the option to add a next step. Available choices include sending an email, setting a delay, or creating a condition to split the flow with if/else logic.

The flow will then split into two branches, depending on the rules you set:

Automation flow with a condition block that splits into Yes and No paths. Each path shows a plus button for adding steps, ending with 'End of Automation' markers.

Once you’ve created a custom field, you can use it in your conditions, just like groups, to filter contacts more precisely.

Automation workflow with a condition based on custom fields. The condition checks if the subscription type is Free, branching contacts into Yes or No paths, each followed by a different email action.

 

NOTE:

If you add multiple filters, a contact must meet all conditions to continue along the Yes path.

Contacts that don’t match one or more conditions will be directed to the No path.

 

Share this article

Related Articles