Last updated: December 21, 2021
Use branches in workflows to send enrolled objects down multiple paths based on specific conditions.
In workflows, there are two types of branches:
Before setting up your workflow branches, please take note of the following:
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.
Value equals branches can be tested by testing all workflow actions.
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