Skip to main content

Workflow Branches

Lizzie Reese avatar
Written by Lizzie Reese
Updated this week

Branches give specific subscribers alternate paths in your keyword or automated workflow based on their previous interaction with your keyword or contact information (name, email, phone number, etc.). You can add steps to send them different texts, join a list, move them to another workflow, and even send them to a subaccount.

Creating Your Branch

You can choose a commonly-used branch from the list (First Time Using Keyword, Has Used Keyword Before, or Missing Name & Email) or create your own custom branch.

You can then click + Step or + Wait to add actions to your specific branch, just like you would in your workflow. Lastly, select if you'd like your subscribers to Return to main path after the steps are completed or choose Exit workflow.

For example, if the subscriber has used the keyword before, you can use that branch to route them off the main path. You can then add a Send Text step to send them a "welcome back" message before sending them back to the main workflow path. Check out the example below πŸ‘‡

Preview Your Workflow

When creating your workflow, you can use the message preview on the right to see exactly what your recipients will see. Use the arrows to switch between previewing your main path and your branch. If you have multiple branches, they'll be named branch #1, branch #2, and so on.

If you have any questions about creating workflow branches, reach out to our team in the chat. We're here for you!

Did this answer your question?