Navigate to Workflows
From your HubSpot Marketing Dashboard, navigate to Contacts > Workflows.
Create a new workflow
From the Workflows Dashboard, click the button at the top-right to create a New workflow or click on the name of an existing workflow to edit.
Name your workflow and select workflow type
Name your workflow, then select the type of workflow you wish to use. In this example, we will select the Standard workflow type. Once selected, click Create workflow.
Implement the first steps of your workflow
Begin building your workflow. Ensure that you've set your desired enrollment criteria and a goal, if applicable. You can also add actions or delays as needed before adding in your branching logic.
Note: If your branch criteria will be based on a contact engaging with an asset from a previous action within the workflow (i.e. contacts opening an email that is sent in a previous action), it's important to add a delay before your branch to ensure that your contacts have time to engage with your assets before being evaluated by the branching logic.
Add If/then branch
Now that you've already set your starting conditions and goal list, you can begin to identify where you'll want to use branching logic.
Choose the plus icon in the desired step location where you want to begin your branch, then select add if/then branch.
In the step below, you can see that If/then branch was selected from the action menu. The criteria was set in the same way you would set your enrollment criteria in a workflow.
This example criteria will look for any contacts that clicked a link within an email that was sent from a previous step in the workflow.
If YES or NO
Continue adding actions down the appropriate branches by clicking the plus sign to add an action under the YES branch or under the NO branch.
In the example below you'll see that, if the contact enrolled in this workflow clicks on the set link in the "90 Day - close opp" email, they will have their Lifecycle Stage contact property set to Marketing Qualified Lead. If they don't click on the link in that email, the workflow will send an internal email for follow-up.
After you've set up your workflow with your fancy new branching logic, make sure you toggle your workflow to ON.