To launch any workflows, you must first define both a workflow trigger and a workflow action. Without these steps, workflows can only be saved and cannot be activated.1. Start by clicking 'Automation' to begin.
2. Then, click 'Create Workflow' to proceed.
3. Now, choose 'Start from Scratch'.
4. Next, add your desired action or condition.
5. Select the 'If / Else' condition option.
An If/Else event triggers when a specific condition is met. It helps direct contacts through further actions in the workflow.
6. Enter a name for this action.
Give a clear name to the condition to describe what the If/Else operation is about.
7. Set up branches to proceed.
Branches form the structure for organizing sets of workflow actions with advanced conditions and segments. Each branch can have customized automation at the end and can support up to 10 different outcomes per event.
8. Label your branch aptly.
Name branches based on their intended outcome and logical condition.
9. 'Segment'
A segment holds the condition. By choosing preferred conditions and operators within the segment, you can create specific paths in the workflow journey.
10. Now, add your new segment.
Click on the designated icon to add a new segment with additional conditions and filters.
11. Click 'AND' to include another condition.
This option lets two different segment sets work together.
12. Click 'OR' to diversify conditions.
This option allows one of several segments to operate.
13. Choose a condition from the list.
Select the condition you want the system to implement from the dropdown menu.
14. Select the appropriate operator.
Based on the chosen condition, choose from a selection of conditional parameters and add corresponding values.
15. Add more conditions
Click "Add Condition" to add another set of conditions to the existing ones.
16. "AND" is selected within the Segment
If you want to apply multiple sets of conditional logic simultaneously, use the "And" command, where both conditions apply together.
17. 'OR' is selected
If you have two different condition sets and either can be met, use "Or" logic.
18. Example of using segments with conditional logic
This segments using "AND" to combine two distinct conditions.
19. Example of using segments with conditional logic
If you want to create an "OR" scenario, choose two separate conditions and select the "OR" option.
