Guide to the Branching Option in Automations

Within the Automations section, you have the ability to create customized flows to improve contact management and engagement through the Branching option.

What is the Branching Option? #

The Branching option allows you to route contacts through different paths based on specific criteria. Essentially, you can check the value in a given field and, depending on its content, direct the contact down a particular path. This tool is essential for tailoring automations and ensuring that each contact receives the most relevant action for their needs.

How Does Branching Work? #

To use the Branching option, follow these simple steps:

1. Access the Automations section of the platform and select a trigger.
2. Add a step and choose the Branching option.
3. Select the field you want to base the split on.
4. Enter the reference values:
   • If the value equals “X”, the contact will follow Path A.
   • If the value equals “Y”, the contact will follow Path B.
   • If the value equals “Z”, the contact will follow Path C.
5. Define the actions for each path.

Advantages of the Branching Option #

• More precise automations: Each contact receives communications and actions based on specific data, without the need for endless IF/ELSE conditions.
• Greater personalization: Adapt the path according to the unique characteristics of the contact.
• Operational efficiency: Avoid manual processes and reduce the time spent managing automations.

Example Use Case #

Suppose you have a field called Customer Type with three possible values: New Customer, Active Customer, and VIP Customer. Using the Branching option, you can create three distinct paths:

• Path A: If Customer Type = New Customer → send a welcome message.
• Path B: If Customer Type = Active Customer → send a message with product suggestions.
• Path C: If Customer Type = VIP Customer → assign a dedicated account manager.

Conclusion #

The Branching option helps you build smarter, more targeted automations, improving contact management and optimizing customer communication. Take advantage of this feature to make your automations more effective and personalized!