With conditionals, you can create automated communication through text and email. You can also place individuals into workflow queues and change their statuses in the ChMS.

1. Click CSV > CSV Templates.
2. On the Template Dashboard screen, find the template and click .
3. Click Manage Conditionals.
4. Click Create A Conditional.
5. Select a person for this conditional to affect.
6. Drag and drop various conditional fields to the Fields section. You can set more than one conditional.
7. Drag and drop various conditional results to the Results section. You can set more than one result.
8. Enter a Conditional Name.
9. Click Save.