{"id":7413,"date":"2025-02-05T13:16:50","date_gmt":"2025-02-05T13:16:50","guid":{"rendered":"https:\/\/support.spoki.com\/docs\/uncategorized\/guide-to-the-branching-option-in-automations\/"},"modified":"2025-08-08T12:35:11","modified_gmt":"2025-08-08T12:35:11","password":"","slug":"guide-to-the-branching-option-in-automations","status":"publish","type":"docs","link":"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/","title":{"rendered":"Guide to the Branching Option in Automations"},"content":{"rendered":"\n

Within the Automations section, you have the ability to create customized flows to improve contact management and engagement through the Branching<\/strong> option.<\/p>\n\n

What is the Branching Option?<\/strong><\/h3>\n\n

The Branching<\/strong> 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. <\/p>\n\n

\"\"<\/figure>\n\n

How Does Branching Work?<\/strong><\/h3>\n\n

To use the Branching<\/strong> option, follow these simple steps:<\/p>\n\n

    \n
  1. Access the Automations section<\/strong> of the platform and select a trigger.<\/li>\n\n\n\n
  2. Add a step<\/strong> and choose the Branching<\/strong> option.<\/li>\n\n\n\n
  3. Select the field<\/strong> you want to base the split on.<\/li>\n\n\n\n
  4. Enter the reference values<\/strong>:\n
      \n
    • If the value equals \u201cX\u201d, the contact will follow Path A.<\/strong><\/li>\n\n\n\n
    • If the value equals \u201cY\u201d, the contact will follow Path B<\/strong>.<\/li>\n\n\n\n
    • If the value equals \u201cZ\u201d, the contact will follow Path C<\/strong>.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
    • Define the actions<\/strong> for each path.<\/li>\n<\/ol>\n\n
      \"\"<\/figure>\n\n

      Advantages of the Branching Option<\/strong><\/h3>\n\n
        \n
      • More precise automations<\/strong>: Each contact receives communications and actions based on specific data, without the need for endless IF\/ELSE conditions.<\/li>\n\n\n\n
      • Greater personalization<\/strong>: Adapt the path according to the unique characteristics of the contact.<\/li>\n\n\n\n
      • Operational efficiency<\/strong>: Avoid manual processes and reduce the time spent managing automations.<\/li>\n<\/ul>\n\n
        \"\"<\/figure>\n\n

        Example Use Case<\/strong><\/h3>\n\n

        Suppose you have a field called Customer Type with three possible values: New Customer<\/strong>, Active Customer<\/strong>, and VIP Customer<\/strong>. Using the Branching<\/strong> option, you can create three distinct paths: <\/p>\n\n

          \n
        • Path A<\/strong>: If Customer Type = New Customer \u2192 send a welcome message.<\/li>\n\n\n\n
        • Path B<\/strong>: If Customer Type = Active Customer \u2192 send a message with product suggestions.<\/li>\n\n\n\n
        • Path C<\/strong>: If Customer Type = VIP Customer \u2192 assign a dedicated account manager.<\/li>\n<\/ul>\n\n

          Conclusion<\/strong><\/h3>\n\n

          The Branching <\/strong>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! <\/p>\n","protected":false},"excerpt":{"rendered":"

          Within the Automations section, you have the ability to create customized flows to improve contact management and engagement through the […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[45],"doc_tag":[],"class_list":["post-7413","docs","type-docs","status-publish","hentry","doc_category-how-to-en"],"year_month":"2026-04","word_count":319,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Daniela Pascale","author_nicename":"danielapascale","author_url":"https:\/\/support.spoki.com\/en\/author\/danielapascale\/"},"doc_category_info":[{"term_name":"How to","term_url":"https:\/\/support.spoki.com\/en\/docs-category\/how-to-en\/"}],"doc_tag_info":[],"yoast_head":"\nGuide to the Branching Option in Automations - Supporto Spoki<\/title>\n<meta name=\"description\" content=\"Use the Branching step in Spoki automations to create customized paths for your customers without having to use IF\/ELSE conditions.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Guide to the Branching Option in Automations - Supporto Spoki\" \/>\n<meta property=\"og:description\" content=\"Use the Branching step in Spoki automations to create customized paths for your customers without having to use IF\/ELSE conditions.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/\" \/>\n<meta property=\"og:site_name\" content=\"Supporto Spoki\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-08T12:35:11+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/support.spoki.com\/wp-content\/uploads\/2025\/02\/Screenshot-2025-02-05-alle-14.11.23.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1436\" \/>\n\t<meta property=\"og:image:height\" content=\"978\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/\",\"url\":\"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/\",\"name\":\"Guide to the Branching Option in Automations - Supporto Spoki\",\"isPartOf\":{\"@id\":\"https:\/\/support.spoki.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/support.spoki.com\/wp-content\/uploads\/2025\/02\/Screenshot-2025-02-05-alle-14.11.23-1024x697.png\",\"datePublished\":\"2025-02-05T13:16:50+00:00\",\"dateModified\":\"2025-08-08T12:35:11+00:00\",\"description\":\"Use the Branching step in Spoki automations to create customized paths for your customers without having to use IF\/ELSE conditions.\",\"breadcrumb\":{\"@id\":\"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/#primaryimage\",\"url\":\"https:\/\/support.spoki.com\/wp-content\/uploads\/2025\/02\/Screenshot-2025-02-05-alle-14.11.23-1024x697.png\",\"contentUrl\":\"https:\/\/support.spoki.com\/wp-content\/uploads\/2025\/02\/Screenshot-2025-02-05-alle-14.11.23-1024x697.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/support.spoki.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Docs\",\"item\":\"https:\/\/support.spoki.com\/docs\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Guide to the Branching Option in Automations\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/support.spoki.com\/#website\",\"url\":\"https:\/\/support.spoki.com\/\",\"name\":\"Supporto Spoki\",\"description\":\"Documentation for Spoki use\",\"publisher\":{\"@id\":\"https:\/\/support.spoki.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/support.spoki.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/support.spoki.com\/#organization\",\"name\":\"Supporto Spoki\",\"url\":\"https:\/\/support.spoki.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/support.spoki.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/support.spoki.com\/wp-content\/uploads\/2022\/11\/Logo_Spoki-Primary_Black-01-scaled.jpg\",\"contentUrl\":\"https:\/\/support.spoki.com\/wp-content\/uploads\/2022\/11\/Logo_Spoki-Primary_Black-01-scaled.jpg\",\"width\":2560,\"height\":761,\"caption\":\"Supporto Spoki\"},\"image\":{\"@id\":\"https:\/\/support.spoki.com\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.linkedin.com\/company\/spokiapp\/\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Guide to the Branching Option in Automations - Supporto Spoki","description":"Use the Branching step in Spoki automations to create customized paths for your customers without having to use IF\/ELSE conditions.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/","og_locale":"en_US","og_type":"article","og_title":"Guide to the Branching Option in Automations - Supporto Spoki","og_description":"Use the Branching step in Spoki automations to create customized paths for your customers without having to use IF\/ELSE conditions.","og_url":"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/","og_site_name":"Supporto Spoki","article_modified_time":"2025-08-08T12:35:11+00:00","og_image":[{"width":1436,"height":978,"url":"https:\/\/support.spoki.com\/wp-content\/uploads\/2025\/02\/Screenshot-2025-02-05-alle-14.11.23.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/","url":"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/","name":"Guide to the Branching Option in Automations - Supporto Spoki","isPartOf":{"@id":"https:\/\/support.spoki.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/#primaryimage"},"image":{"@id":"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/#primaryimage"},"thumbnailUrl":"https:\/\/support.spoki.com\/wp-content\/uploads\/2025\/02\/Screenshot-2025-02-05-alle-14.11.23-1024x697.png","datePublished":"2025-02-05T13:16:50+00:00","dateModified":"2025-08-08T12:35:11+00:00","description":"Use the Branching step in Spoki automations to create customized paths for your customers without having to use IF\/ELSE conditions.","breadcrumb":{"@id":"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/#primaryimage","url":"https:\/\/support.spoki.com\/wp-content\/uploads\/2025\/02\/Screenshot-2025-02-05-alle-14.11.23-1024x697.png","contentUrl":"https:\/\/support.spoki.com\/wp-content\/uploads\/2025\/02\/Screenshot-2025-02-05-alle-14.11.23-1024x697.png"},{"@type":"BreadcrumbList","@id":"https:\/\/support.spoki.com\/en\/docs\/how-to-en\/guide-to-the-branching-option-in-automations\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/support.spoki.com\/en\/"},{"@type":"ListItem","position":2,"name":"Docs","item":"https:\/\/support.spoki.com\/docs\/"},{"@type":"ListItem","position":3,"name":"Guide to the Branching Option in Automations"}]},{"@type":"WebSite","@id":"https:\/\/support.spoki.com\/#website","url":"https:\/\/support.spoki.com\/","name":"Supporto Spoki","description":"Documentation for Spoki use","publisher":{"@id":"https:\/\/support.spoki.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/support.spoki.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/support.spoki.com\/#organization","name":"Supporto Spoki","url":"https:\/\/support.spoki.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/support.spoki.com\/#\/schema\/logo\/image\/","url":"https:\/\/support.spoki.com\/wp-content\/uploads\/2022\/11\/Logo_Spoki-Primary_Black-01-scaled.jpg","contentUrl":"https:\/\/support.spoki.com\/wp-content\/uploads\/2022\/11\/Logo_Spoki-Primary_Black-01-scaled.jpg","width":2560,"height":761,"caption":"Supporto Spoki"},"image":{"@id":"https:\/\/support.spoki.com\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.linkedin.com\/company\/spokiapp\/"]}]}},"_links":{"self":[{"href":"https:\/\/support.spoki.com\/en\/wp-json\/wp\/v2\/docs\/7413","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.spoki.com\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/support.spoki.com\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/support.spoki.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/support.spoki.com\/en\/wp-json\/wp\/v2\/comments?post=7413"}],"version-history":[{"count":1,"href":"https:\/\/support.spoki.com\/en\/wp-json\/wp\/v2\/docs\/7413\/revisions"}],"predecessor-version":[{"id":7414,"href":"https:\/\/support.spoki.com\/en\/wp-json\/wp\/v2\/docs\/7413\/revisions\/7414"}],"wp:attachment":[{"href":"https:\/\/support.spoki.com\/en\/wp-json\/wp\/v2\/media?parent=7413"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/support.spoki.com\/en\/wp-json\/wp\/v2\/doc_category?post=7413"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/support.spoki.com\/en\/wp-json\/wp\/v2\/doc_tag?post=7413"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}