Understanding Visual Workflow Branching

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. Article Contents Branching Workflows Branching Actions	Available with:
	Marketing Automation	✓
	CRM Ultimate
	CRM PRO
	CRM Free

	Toolbar:


	Users:
	Administrators	✓
	Company Managers	✓
	Marketing Managers	✓
	Sales Managers
	Salespersons
	Jr. Salespersons

Branching Workflows

Branching workflows are groups of actions originating from a single trigger. Workflows can branch in one of two ways:

Filter Branching: Multiple filters originating from a single trigger, each of which has specific action groups. For example, if a lead submits a form (the trigger), then the filters in place may be Open Lead, Qualified Lead, or Contact.		Click to enlarge.
Action/Trigger Branching: Branches that are created from an action in a parent action group. For example, if a group of leads are sent an email, and a subset of that group clicks a link in the email and visits our site, these recipients can be removed from the original action group and branched into separate communication. Action/trigger branching allows users the option to choose whether a lead continues on the parent group, or is removed from that action group once the action/trigger branch event has occurred.		Click to enlarge.

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.

Branching Actions

Only certain actions can be used to create branching triggers. These options are as follows:

Type	Action	Branching Triggers
Communication	Send the email	Visits from the email Views the media
Contact Edit	Assign contact owner Change contact field Increment the counter field Decrement the counter field Change contact status Change contact persona	Is owned by Has the field

Articles in this section

Article Contents

Branching Workflows

Branching Actions

Still didn't find what you are looking for?

Articles in this section

Article Contents

Branching Workflows

Branching Actions

Related articles

What's wrong with this help article?

Still didn't find what you are looking for?