If / Else

If/else Event action fires when a condition is met. lt move contacts down the path to perform other workflow actions.

In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.

Creating If/Else Conditional Logic

Naming an If/Else Condition

Here you can name the condition based on the objective of the If/Else.

Steps to Adding an If/Else Event

Add Branch: Click on add branch option to add a new branch.
Branch Name: Name the branch for quick identification.
Add Segment: Select the segment as per your objective.
Add Segment: Select the segment as per your objective.
Add Condition: Use this to add one or more conditions within the branch.
Add more Segment: Use this to add more segments as per the task requirements.

Branches

Branches allow you to build a set of workflow actions with some advanced conditions and segments created in each branch. With every branch, you can add custom automation at the bottom. The Branch supports up to 10 different outcomes per event.

Labeling A Branch

You can label the branch based on objective and conditional logic.

Segments

The Segment houses the Condition. Selecting the conditions and operators you prefer in the segment section, allows you to split the workflow journey into paths.

Add Segment

Click on this icon to add a whole new segment with some additional conditions and filters.

How to Use 'And' & 'Or' Segments

And - Use this to let the system use two different sets of segments to work together.
Or - Use this to let the system use either one of the multiple segments to work.

Condition

From the drop-down menu, you can select the condition that you would like the system to apply.

Select Operator

Based on the condition you have selected, you will be provided with some conditional parameters you can select from and add the corresponding values.

Add Condition

By clicking on the "Add Condition" you can add another set of conditions to the one you have already created.

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

And Condition - If you want to apply one or more sets of conditional logic at the same time then you can use the "And" option so that both conditions will be applied at the same time. 1. Or Condition - If you have created two different sets of conditions and you would like either one out of those two sets of conditions to be met then you would use "Or' conditional logic.
Add Condition - Use this to add an additional set of conditional logic.

Examples:

Example of Using Segments with conditional logic

Include/ does not include

There are several conditional parameters in Workflow Builder where you'll have the option to specify "Includes" or "Does not include" such as Tags and multiple-option custom fields (checkbox fields, dropdown pickers, etc.).

The default logic when using multiple options with "Includes" or "Does not include" is 'AND', meaning that let's say you create a condition like this:

The system understands and processes this as "does the contact have both the '20% Discount voucher' AND '50% Off Shipping fee?"

"AND" and "OR"

AND- Since the system understands and processes conditions with "Includes" or "Does not include" as "does the contact have both the '20% Discount voucher' AND '50% Off Shipping fee?", You can also decide to break two separate conditions using "AND" as well

OR- If your intention is to create an "OR" scenario, you would want to select the two separate conditions and choose the OR option like this:

Example of using If/Else Branches

If/Else branches allow you to build workflow actions based on additional conditions and events. They are useful to build the workflow actions when you have one or more similar conditions but each condition requires a completely different set of actions performed when any of the conditions is met.

Let's say, you have scheduled an appointment for your client named John who offers home repair services. 1 hour after the scheduled appointment time, you would send a text message to John to check how the appointment with the contact went. In the text message, John is provided with 3 unique scenarios to choose from, and depending on what he has selected, there will be a set of workflow actions performed by the system.

As shown in the image below, John has one or more options such as 1. Showed and purchased 2. No-Show 3. Showed but did not purchase etc. When he selects "Showed and Purchased", the system will add it to the first branch, and depending on the actions you have set inside of the CRM, each workflow will be executed. As per the instructions you have provided to the system, it will perform a series of actions such as Adding a "Won" tag to the customer, sending him a 'thank you message', etc.

Similarly, when John clicks on option 2 which is "No show" then the system will perform a whole different set of workflow actions such as, adding a 'No Show' tag to the contact, Adding the contact to another email nurture sequence, etc. For each branch shown in the image down below, there will be a different path with the series of actions performed when any of the conditions are met.

If/Else Actions Example:

This example shows an If/Else workflow action that sends the contact/lead down to a path depending on whether or not that contact/lead replied to the "Black Friday Promo Offer" within a 24-hour time period.

Interested Path

If the contact/lead DID reply within 24 hours, they are sent down the "Interested" path, and we send them a "Black Friday Discount SMS". (See the Image below)