Workflows

How do if/then branches work in the workflows tool?

Last updated: August 24, 2017

Available For:

Marketing: Pro, Enterprise
Sales: N/A
If/then branches in workflows allow you to set up criteria to have contacts execute different actions depending on if they satisfy the branch criteria or not. To set up an if/then branch:
  • In your HubSpot Marketing account, navigate to Contacts > Workflows.
  • Click on the name of a workflow in order to edit it.
  • Click the + button where you would like to add an action (in this case, an if/then branch.)
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  • Select Add if/then branch.
  • Select your filter criteria, the available criteria are:
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  • Click Save once you select the filter for your if/then branch.
    • In the screenshot below, the email criteria is selected, therefore anyone who reaches this branch and has been sent the "Download the 5 tips" email will proceed down the Yes branch. Anyone who has not been sent the "Download the 5 tips" email will proceed down the No branch.
  • Add actions to the Yes and No branches for contacts who have satisfied or have not satisfied the branch criteria.

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