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Filter Revalidation

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Written by Prashank Abhishek
Updated today

What is Revalidation?

When an automation runs, a filter checks a condition and sends the contact down one of two paths: Yes (pass) or No (fail). But what happens if the contact's data changes between the time the filter runs and the time a later action executes?

Revalidation re-checks the filter condition before executing any downstream action, ensuring the contact still belongs on that path. It's enabled by default on all filters and is indicated by a shield icon on the filter in the canvas.

How It Works

With revalidation on (default), the filter is re-checked before each downstream action runs. If the contact no longer matches, the remaining actions on that path are skipped.

With revalidation off, the filter result is locked in the moment it first runs. All downstream actions will execute regardless of whether the condition still holds.

Example

Imagine this automation:

  1. Filter: Is it Monday?

  2. Action 1: Send welcome email

  3. Wait: 1 day

  4. Action 2: Assign to sales rep

A contact enters the automation on Monday. The filter passes, Action 1 sends the welcome email, and the contact enters the 1-day wait. The next day (Tuesday), the automation resumes and is ready to execute Action 2.

With revalidation on: Before running Action 2, the filter re-checks: "Is it Monday?" It's Tuesday now, so Action 2 is skipped.

With revalidation off: The filter result was locked when it first passed on Monday. Action 2 executes on Tuesday regardless.

When to Turn Revalidation Off

In most cases, you want revalidation on. But there are cases where locking the result makes sense:

  • Time-sensitive offers: A contact qualifies for a promotion. Even if their data changes later, you still want them to receive the offer they originally qualified for.

  • Audit/compliance flows: You want a guaranteed record that the action was taken based on the condition at the time it was first evaluated.

How to Toggle

Open any filter step in the automation builder. At the bottom, you'll find the Revalidation section with a toggle. When the toggle is on, the filter revalidates before each downstream action. When off, the result is locked.

Filters with revalidation enabled show a small shield icon on the canvas for easy identification.

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