Last updated: August 17, 2021
Use branches in workflows to send enrolled objects down multiple paths based on specific conditions.
In workflows, there are two types of branches:
Please note: if your branch criteria is based on analytics such as page views, it's recommended that you add an 80 minute delay before the branch. This provides sufficient time for the analytics to update, learn more about the frequency of HubSpot's analytics updates.
To add a branch action to a workflow:
After selecting your branch type, you'll then configure the branch.
After selecting the If/then branch action:
You can add up to 20 branches to an if/then branch action to consolidate your workflow. Enrolled records will be evaluated against each branch in the order that the branches are set. For example, if a contact meets the first branch criteria, they'll proceed down that YES branch without being evaluated against other branches. Learn how to reorder your if/then branches.
In the example screenshot below, contacts are being evaluated against 3 branches based on their Lifecycle stage property:
To add multiple branches to an if/then branch action:
At any time, you can reorder branches within an if/then branch:
After selecting the Value equals branch action:
After adding your branches, add actions below each branch.
Please note: if your branch criteria is based on a contact or associated contact engaging with content in a previous action in the workflow (e.g., contacts opening a marketing email sent in a previous action), add a delay before your branch to ensure that they have time to engage with your content.
Value equals branches can be tested by testing all workflow actions.
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