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:
- Administrators
- Marketing Managers
Article Contents
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.
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- 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.
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Branching Actions
Only certain actions can be used to create branching triggers. These options are as follows:
| Type |
Action |
Branching Triggers |
| Communication |
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- Visits from the email
- Views the media
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| Contact Edit |
- Assign contact to campaign
- Assign contact owner
- Change contact field
- Increment the counter field
- decrement the counter field
- Change contact status
- Change contact persona
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- Is owned by
- Has the field
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