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If/Else Condition (action)

The If/Else Event action is triggered upon the fulfillment of a specific condition, guiding contacts towards other workflow actions. Use this workflow action to bifurcate a workflow based on conditions like tags or custom values.

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In order to PUBLISH workflows, establishing both a workflow trigger and a workflow action is necessary. Without both, you can only save the workflow, not publish it.

Creating If/Else Conditional Logic

Naming an If/Else Condition

To incorporate If/Else conditional logic into a workflow, it's crucial to name the condition according to the intended objective. Once named, proceed to the next steps.

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Steps to Adding an If/Else Event

Add Branch: Click on the add branch option to include a new branch.

Branch Name: Name the branch for quick identification.

Add Segment: Choose the segment based on your objective.

Select Operator: Pick the operator from the dropdown menu.

Add Condition: Utilize this to add one or more conditions within the branch.

Add more Segment: Add more segments as per task requirements.

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Branches

Utilizing branches in a workflow enables the creation of advanced conditions and segments for building a sequence of workflow actions. A branch supports up to 10 different outcomes for each event.

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Labeling A Branch

Label the branch based on the objective and conditional logic for easy identification and quick reference. Labeled branches enhance organization and streamline the automation process.

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Segments

Segments are crucial when dividing a workflow into different paths, containing conditions and operators selectable according to the unique workflow journey.

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Add Segment

Click on the + Add Segment icon to add a new segment with additional conditions and filters.

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How to Use 'And' & 'Or' Segments

Enhance your workflow automation process using 'And' and 'Or' segments.

And - Use this to let the system use two different sets of segments together.

Or - Use this to let the system use either one of the multiple segments.

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Condition

Utilize Condition in your workflow by selecting your desired condition from the dropdown menu.

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Select Operator

Based on your condition selection, choose the required conditional parameters and add corresponding values.

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Add Condition

Click on Add Condition to add multiple sets of conditions in the same segment.

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How to Use the 'And' & 'Or' Conditions Within the Segment

Apply multiple conditional logics in a segment using 'And' and 'Or' conditions.

And Condition - Apply one or more sets of conditional logic simultaneously using "And."

Or Condition - Use "Or" conditional logic when wanting either set of conditions to be met.

Add Condition - Add an additional set of conditional logic.

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Examples:

Example of Using Segments with conditional logic

Include/ does not include

Workflow Builder offers conditional parameters where you can specify "Includes" or "Does not include," such as Tags and multiple-option custom fields.

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"AND" and "OR"

AND - Conditions with "Includes" or "Does not include" are processed as "does the contact have both the '20% Discount voucher' AND '50% Off Shipping fee?'"

OR - Choose the OR option to create an "OR" scenario with two separate conditions.

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Example of using If/Else Branches

If/Else branches allow building workflow actions based on additional conditions and events. Useful when one or more similar conditions require different actions when met.

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If/Else Actions Example:

Illustrates an If/Else workflow action sending contacts/leads down a path depending on whether they replied to the "Black Friday Promo Offer" within 24 hours.

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