Workflow branches in Pageport allow you to create conditional paths within a workflow, ensuring that each lead follows the best course of action based on specific criteria. By setting up filters, you can check if a lead meets certain conditons - if none of the criteria is met, you can direct the workflow to another branch or simply end the process. This guide provides an overview of how to use workflow branches to add flexibility and precision to your automation.
To start, login to Pageport and navigate Workflows to create (or edit) a workflow. After you've added a trigger, you can add a branch.
1. Click the plus below your trigger
2. Select Branch from the Action name dropdown
3. Name your logic tree
4. Name your first branch
3. Fill out your criteria under Field, Condition, and Value for your first branch
You can add multiple criteria for one branch by using + AND or + OR to add more filters.
4. Click Add branch if you want to add multiple branches
5. Name and fill out your criteria for your branches
6. Name the branch where leads who meet none of your specified criteria will go, then click Create
7. After creating your branches, you can now add different actions for each branch
Read this article for more information on adding workflow actions.
