The Action module becomes even more powerful when you combine it with conditions. With them, the same automation can work differently for different groups of participants, for example, run only for speakers or people with a VIP ticket.
From this article you will learn:
What is the "Action execution conditions" section and where to find it?
How to set up a condition based on the participant's role step by step?
How does the condition work when you select multiple roles in it?
In what practical situations is it useful to filter actions by role?
Part 1: Where to find and how does a role condition work?
A condition is an additional filter that makes the Action run only if the participant has a specific role. This is the only type of condition available, which allows you to precisely target automation to the right people.
You'll find the condition section when creating or editing any Action, right below its basic configuration.
In the event admin panel, in the left-hand menu, go to Settings → Actions.
Create a new Action or edit an existing one by clicking the pencil icon.
Scroll down to the Conditions for performing the action. This is where you can specify the required role(s).
💡 Tip:
Think of a condition as a guard. The trigger (e.g., "Create participant") tries to trigger an Action, but the guard (condition) will only let it pass further if the participant has the appropriate "pass" (i.e., the required role).
Part 2: Step by step - Configuring the role condition.
Suppose we want to automatically send a certificate of attendance, but only to people who had the "Trainer" role.
Step 1: Prepare an Action
Create an Action with the following parameters:
Name:
Certificate for TrainersTrigger:
Manual(or other, such asCompletion of a task)Action type:
Issue certificate.Certificate: Select the appropriate certificate template from the list.
At this stage, do not save the Action yet.
Step 2: Set the role condition
While you are still in the edit form, find the section Conditions for performing the action.
There you will see the field Role. Click on it to expand the list, and then select all the roles you want to authorize to trigger this Action. In our example, we will select
Trainer.
Step 3: Save Action
Click the Save button at the bottom of the form.
Done! From now on, your automation will work only for participants who have the "Trainer" role at the time of its launch.
FAQ
Can I select multiple roles in a single condition?
Can I select multiple roles in a single condition?
Yes. You can select multiple roles in the "Role" field. The action will be triggered if the participant has at least one of the roles selected in the list. This works like an "OR" condition. - you just need to meet one of the criteria.
What happens if a participant receives the required role only after the action trigger has already been activated?
What happens if a participant receives the required role only after the action trigger has already been activated?
The action will not trigger for that participant. The role condition is checked exactly when the trigger is activated (e.g., when the account is created).
Can I set a condition “if the participant does NOT have a given role”?
Can I set a condition “if the participant does NOT have a given role”?
No. The condition only allows you to check whether the participant has the selected role.
How to combine a role condition with other types of Actions?
How to combine a role condition with other types of Actions?
Any way you want! For example, you can automatically assign tags, but only to participants with the "Partner" and "Sponsor" roles, or deactivate accounts after the event, but excluding "Exhibitors."