Keragon’s Branch logic allows you to control the flow of your workflows based on specific conditions. With this, you can create dynamic and intelligent automations that adapt to different scenarios by splitting the workflow into multiple paths.
When to Use the Branch Logic
-
Execute different actions based on user attributes (e.g., gender, subscription status).
-
Route leads or tickets to appropriate teams based on priority.
-
Handle different data scenarios without duplicating workflows.
How to Use the Branch Logic
1. Add the Branch Logic Step
-
Open your workflow editor.
-
Click the + icon to add a new step.
-
Navigate to the "Logic" tab.
-
Select the "Branch" action.
2. Configure Branches
-
Click on the "Branch" step in the editor.
-
Rename the branch paths to something meaningful. Example:
"Male","Female","Other".
Add Conditions to Branches
-
Click "If condition is true then..." to start configuring a condition.
-
Click "Add Condition".
-
Value 1: Map the variable you want to evaluate.
-
Comparison: Choose a comparison operator.
-
Example:
equals,does not equal,contains,starts with, etc.
-
-
Value 2: Enter the value you want to compare against. Example:
"Male". -
Click "Save" to apply the condition.
3. Add More Branches if Needed
-
Click "Add New Branch" to create additional paths.
-
Repeat the process of adding conditions for each branch.
4. Rename the Branch Step
-
Click on the title of the Branch step and rename it to clearly indicate its purpose.
5. Add Actions Under Each Branch
-
Based on the logic paths, add the relevant actions under each branch.
-
Example:
-
Male: Send a custom message.
-
Female: Assign a different set of actions.
-
Default: Handle cases that don’t match any specific criteria.
-
Available Comparison Operators
| Operator | Explanation |
|---|---|
| is true | Checks if a value is true |
| is false | Checks if a value is false |
| is null | Checks if a value is null |
| is not null | Checks if a value is not null |
| is empty | Checks if an array is empty |
| is not empty | Checks if an array is not empty |
| equals | Checks if two values are equal |
| does not equal | Checks if two values are not equal |
| greater than | Checks if a value is greater |
| greater than or equal | Checks if a value is >= another |
| less than | Checks if a value is less |
| less than or equal | Checks if a value is <= another |
| starts with | Checks if a string starts with value |
| does not start with | Checks if a string doesn't start with value |
| contains | Checks if a string contains value |
| does not contain | Checks if a string doesn’t contain value |
Example Use Case:
-
Check the patient’s gender and perform actions accordingly:
-
If
gender = Male, trigger a notification for a male-specific program. -
If
gender = Female, schedule a follow-up for a female wellness program. -
Else, send a general message.
-