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How to use Quality Filter and If/Else branching in FirstSales

Route contacts by a minimum quality score or by field conditions so only the right prospects continue down each branch of your campaign.

Tutorials
Campaigns
min read
8 min
steps
7 · Advanced

  1. Add a condition step

    In the campaign builder, add a Quality Filter or If/Else step wherever you want contacts to fork into two paths.

  2. Quality Filter: set Min Score Threshold

    Enter a Min Score Threshold between 0 and 100: it defaults to 70. Contacts scoring below the threshold take the “No” path and drop out of the main flow.

    Quality Filter: set Min Score Threshold

  3. Decide what the No-path does

    Leave the “No” output unconnected to simply stop low-score contacts, or wire it to a gentler follow-up branch if you still want to reach them differently.

  4. If/Else: name the Field

    In an If/Else step, enter the contact attribute to test in the Field input: for example company_size.

  5. Pick an Operator

    Choose an Operator: Equals, Not Equals, Contains, Greater Than, or Less Than.

  6. Set the Value

    Enter the Value to compare against: for example enterprise. Contacts that match take the “Yes” path; everyone else takes “No”.

    Set the Value

  7. Save and connect branches

    Wire the Yes/No outputs to the next steps you want each segment to hit, so every branch of contacts gets the right message.

Pro tips

  • Score-gate before you spend sends

    Put a Quality Filter early in the flow so low-fit contacts never consume your sending volume.

  • 70 is a starting line, not gospel

    The default Min Score Threshold is a reasonable baseline: tune it against your own reply data over time.

  • Field names must match your data

    If/Else compares the literal field key you type, so use the exact attribute name that exists on your contacts.

  • Greater/Less Than are numeric-minded

    Reach for them on sizes and counts; use Contains when you're matching free-text values instead.

Frequently asked questions

What happens to contacts below the Quality Filter threshold?

They take the “No” path and drop out of the main flow unless you've wired that path somewhere else.

What's the default Min Score Threshold?

70, on a 0–100 scale.

Which operators can If/Else use?

Equals, Not Equals, Contains, Greater Than, and Less Than.

What field names can I test in If/Else?

Any contact attribute key that exists on your data: the field name you type must match it exactly.

Can I branch on more than one condition at once?

Chain multiple If/Else steps in sequence to layer several conditions together.

Is there a switch / multi-way branch?

No: only Quality Filter and If/Else render in the condition panel today.

Do both paths keep sending, or does No stop the contact?

It depends entirely on what you wire to the No output: leave it unconnected to stop the contact, or connect it to continue down a different branch.

Campaigns

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Install with AI

Your coding agent sets up the FirstSales CLI and skills for you.

Prompt for Claude Code

I'm setting up FirstSales (https://firstsales.io), an AI outbound sales platform: campaigns, contacts, a reply inbox, deliverability and lead signals. Help me get my workspace sending real, good emails end to end, from Claude Code.

Read these first so you know how FirstSales works:
- Developer docs and API: https://developer.firstsales.io
- CLI: https://www.npmjs.com/package/@firstsales.io/cli
- Skills for coding agents: https://github.com/firstsalesio/firstsales-skills (read README.md and GUIDE.md)

Setup
1. Install the CLI: npm install -g @firstsales.io/cli
2. Install the FirstSales skills:
   claude plugin marketplace add firstsalesio/firstsales-skills
   claude plugin install firstsales@firstsales
3. Ask me if I already have a FirstSales account. If not, send me to https://app.firstsales.io to sign up.
4. Ask me to create an API key under Settings → API → API Keys, with only the scopes we need.
   Never ask me to paste the key into this chat. Tell me to run this in my own terminal, so the key stays hidden:
   read -rs FS_KEY && firstsales auth login --api-key "$FS_KEY"; unset FS_KEY
5. Run `firstsales whoami` and tell me which workspace and organisation we are connected to.

Then ask me about my business: what I sell, who I sell to (roles, company size, countries), my best customers, and what I use today for outbound (tools, lists, mailboxes). Walk me through:
1. Teaching FirstSales my business: website, offer, proof points and case studies in the knowledge base, so the AI writes like someone who knows the product.
2. Connecting my sending mailboxes and checking my sending domain: SPF, DKIM, DMARC and warm-up. If anything is unhealthy, tell me the exact DNS record to add.
3. Bringing in contacts: import my CSV or CRM export into a clean list, remove duplicates and bad emails, and block domains I must never email (customers, competitors, my own).
4. Building my first campaign: the right list, senders, steps and timing. Write the sequence with me, show me the drafts, and do not launch until I say yes.
5. Setting up Signals if it fits: find people engaging with LinkedIn posts about topics my buyers care about, and turn them into leads.
6. Inviting my team and giving each person the right access.

Once campaigns run, show me how to work the reply inbox from here: which replies need an answer, draft responses in my voice, and move good conversations into deals. If I use Cal.com, connect it so follow-ups can offer my booking link (not the first email).

Throughout, as you learn about my business, proactively suggest and help create:
- Reply templates for the questions and objections my prospects are likely to raise, based on my product, site and codebase if you can see them.
- Campaign ideas and segments worth testing, with the reason for each.

Safety rules:
- Show every change as a dry run (--dry-run) first and wait for my yes. Never send emails, launch campaigns or delete anything without my yes.
- Tell me before anything that spends credits, and how many.

Be opinionated. If the docs give a sensible default, just use it. Don't make me choose between five options.
Developer docs ↗npm: @firstsales.io/cli ↗GitHub: firstsales-skills ↗