|SharpSpring allows you to leverage branching within the Visual Workflow Builder to automatically remove leads from an action group when specific events occur, or to begin different actions based on filters applied to a single trigger.
This article will detail the concept of visual workflow branching.
Branching workflows are groups of actions originating from a single trigger. Workflows can branch in one of two ways:
Repeatable Branch Content
Branches differ from action groups. Reusable action groups are a collection of standalone events that can be referenced within a visual workflow or be manually scheduled to a list. Branches are not action groups.
Branches refer to a collection of actions created for use only within a visual workflow. As the name implies, this collection of actions branch out from the action group and are dependent upon additional criteria in order to function. Branches will not be added as reusable, standalone action groups.
|You can make branches repeatable, however. When creating branch content in a visual workflow, clicking
Make Repeatable will set a branch as repeatable.
When creating repeatable branch content, be aware that setting the repeatability setting of the branch directly influences whether or not the content within the branch can be repeatable.
For example, if you add a non-repeatable action group to a repeatable branch, the action group will be repeatable for people who enter the automation via that branch. However, if you add a repeatable action group to a branch that is not set as repeatable, then the action group will not be repeatable.
Only certain actions can be used to create branching triggers. These options are as follows: