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.

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.

Steps to Adding an If/Else Event

1. Add Branch: Click on the add branch option to include a new branch.
2. Branch Name: Name the branch for quick identification.
3. Add Segment: Choose the segment based on your objective.
4. Select Operator: Pick the operator from the dropdown menu.
5. Add Condition: Utilize this to add one or more conditions within the branch.
6. Add more Segment: Add more segments as per task requirements.

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.

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.

Segments

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

Add Segment

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

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.

Condition

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

Select Operator

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

Add Condition

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

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.

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.

"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.

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.

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.

Interested Path

If the contact/lead DID reply within 24 hours, they are sent down the "Interested" path, receiving a "Black Friday Discount SMS."

No Path

If the contact/lead DID NOT reply in 24 hours, they are sent down the NO path, ending the workflow.