Add efficiency to workflows with branches

This article explains how to use branches in Workflows, including creating Yes and No paths based on whether a subscriber opened a message or clicked a link.

đź’ˇQuick answers

  • What does a branch step in a workflow do? It lets you decide what happens next based on whether a subscriber opened the previous message or clicked a link in it, using Any link or a specific link from a dropdown.
  • Why is a delay needed before a branch? A delay gives the server processing time to report whether a message was opened or a link was clicked, with at least 2 days recommended.
  • What appears in the workflow after adding a branch? A YES and NO box appear with two gray plus icons so you can add different steps for each scenario.
  • Can branches send different content to engaged versus unengaged subscribers? Yes, you can create one track for subscribers who open every message and another for less engaged subscribers, sending more emails to those who click links.

At its simplest, a workflow can be used to send multiple emails to subscribers on a delayed schedule, but you can also add complexity and customization for each subscriber’s experience with branches.

If you add a branch to your workflow, you can decide what to do next based on whether or not the subscriber has opened the previous message, or if they clicked on a link in that message. Use the dropdown menu to select Any link or a specific link that appears in the selected message. 

When adding branches, a delay needs to be added to the branch allowing server processing time to report if a message was opened or a link was clicked. We recommend at least a 2 day delay or a reasonable amount of time for recipients to check their email. 

Workflow branch message opened

A YES and NO box will appear in your workflow, with two gray + icons so you can add steps for each scenario.

You can use branches to create one track for highly engaged subscribers who open every message as soon as it’s sent, and another for those who aren’t as eager. Send more emails to the subscribers who clicked on links in your messages, and send fewer to those who haven’t been opening the messages at all.

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