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.
The following user roles can create branching workflows in the Visual Workflow Builder:
- Company Managers
- Marketing Managers
Automation features are accessed through the toolbar.
Branching workflows are groups of actions originating from a single trigger. Workflows can branch in one of two ways:
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.
Only certain actions can be used to create branching triggers. These options are as follows: