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In this article, we’ll list some of the most recurring topics, questions, or examples you may need when using/configuring smart rules in Upflow. You can refer to our main article for more insights on what smart rules are and how they work.

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Rules with multiple filters

If you need your rule to be triggered based on multiple filters, you can add as many filters as you need, and those will be additive (1) or independent from each other (2):
  • If you add multiple conditions, they will be additional:
Image Within the same field, multiple values will not be complementary*, but independent from each other:
  • If Country is US Or CA Or GB, then…
Image Filters apply to customer properties, including custom fields (cf. Filters in Upflow).

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Text type fields

For Text type fields, you will see the options “Contains” and “Does not contain”. The value you enter in this condition must have the exact same wording both in the rule and at the customer level. If in the rule you use “B2B” as value, the value in the customer custom field must be “B2B”. If it’s “b2b”, it will not apply. If your rule is set on “Contains = B2B, B2C”, it will not apply either, as the rule will look for customers with the exact value “B2B, B2C”. If you wish to use the same behavior for multiple values, please duplicate the rule. One rule per value.

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Counter rule

When using specific conditions in a rule, you might want to create an additional one to handle the reversed behavior. For example, if a rule is meant to assign a workflow based on a specific filter/condition, ensure the other rule(s) counter it. Rule #1: Capture D’écran 2026 06 02 À 09 58 21 Rule #2 Capture D’écran 2026 06 02 À 09 59 35

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Actions

Finally, you can select which action this rule should perform. Each rule only supports one action. When you are done, click the Save & Close button at the top right. Don’t forget to give your rule a name so you remember what’s in it.