The If/Else workflow condition enables the creation of diverse paths within a workflow, allowing for customization tailored to customer behavior and business requirements. With a user-friendly interface and advanced branching capabilities, this feature enhances the adaptability of workflows. You can personalize the If/Else condition by incorporating multiple "and" and "or" filters to suit your specific needs.
Key Features and Benefits
Scenario Recipes
Scenario Recipes are pre-designed templates that streamline the setup of If/Else conditions in your automation workflows. These templates make it easy to branch based on customer interactions or other criteria.
Selection Made Simple: Choose from 10 ready-to-use recipes for various If/Else scenarios.
Prerequisite Alerts: Recipes inform you of any setup requirements upfront for a smooth implementation.
Enhanced Branch Functionality
The improved branch functionality enhances clarity and user experience in configuring conditional workflows.
Clear Summaries: Easily view summaries of each condition for quick navigation and editing.
Detailed Condition View: For branches with multiple conditions, access a comprehensive view by clicking on the "+x more conditions" button.
Focused Editing: Collapse other branches to isolate a specific one for adjustments, streamlining the customization process.
Drag-and-Drop Reordering: Rearrange branches effortlessly using a simple drag-and-drop interface.
"Time of the Day" Condition
A time-based condition option allows for:
Granular Control: Specify times down to 15-minute intervals for precise automation triggers.
How to Create a Workflow with the If/Else Action
Create or Edit a Workflow: Start a new workflow or modify an existing one.
Set up Workflow Triggers: Configure the initial triggers for your workflow.
Add the If/Else Condition Event:
Click the "+" icon to add an action to your workflow.
Select the If/Else condition.
Customize your conditions by adding segments and operators from the dropdowns. For example, set conditions to route contacts based on criteria like city or specific names.
Note: Toggle between “And” and “Or” to specify whether multiple conditions should function together or independently. "And" means all conditions must be met; "Or" means any one condition can be satisfied.
Add Additional Workflow Events/Actions: After implementing the If/Else condition, you'll see splits in the workflow path labeled “Yes,” “No,” and “None.” Customize further events based on the selected path.
Switch to Publish Mode: Change the workflow status from Draft to Publish for it to become active.
Save Changes: Confirm any modifications made to your workflow.
Pro Tips
Use Clear Naming Conventions: Implement descriptive names for your branches and conditions to facilitate troubleshooting and updates.
Test Your Workflow Thoroughly: Validate your workflow with various scenarios before publishing to ensure everything functions correctly.
Organize Multiple Workflows: For intricate setups, consider dividing your workflows into smaller ones for easier management and tracking.
Utilize the “None” Branch: Use the “None” branch to capture scenarios where no conditions are met, ensuring all contacts are processed appropriately.
FAQ
How many branches can I create in an If/Else condition?
You can have up to ten branches in a single If/Else condition. For complex scenarios, it’s best to use multiple workflows for better organization.
What does the “And” operator do in an If/Else condition?
The “And” operator requires all specified conditions to be met for the path to be followed. If any condition fails, the contact will not proceed down that route.
How does the “Or” operator work?
The “Or” operator allows the contact to proceed down the path if any one of the specified conditions is met. The first true “Or” condition will determine the path taken.
What should I do if none of the conditions are met?
Utilize the “None” branch option to handle unmatched scenarios, ensuring all contacts are processed appropriately.
How precise is the "Time of the Day" condition?
This condition allows for specific time selection down to 15-minute intervals, providing granular control over automation triggers.
Are there any prerequisites before using Scenario Recipes?
Some Scenario Recipes may have prerequisites, which will be displayed when you select a recipe to ensure correct functionality within your workflow.
