Marketing automation allows you to split processes into multiple branches. You can define conditional steps, which automatically determine how contacts continue through the process.

 

The process designer provides two types of steps that branch the process based on multiple conditions - multi-choice and first win.

 

Adding Multi-choice steps

 

Multi-choice steps can split the process into any number of branches. You need to define a set of cases for the step, each with its own condition. When a contact reaches the step in the process, the system automatically evaluates the conditions of the cases:

 

•If the condition is fulfilled for exactly one case, the process automatically moves the contact to the step connected to the corresponding source point.

•If multiple conditions are fulfilled, designated users need to manually choose the next step for the given contact.

•If none of the conditions are fulfilled, the process continues through the else branch.

 

To add Multi-choice steps to your process:

 

1.Place the Multi-choice step onto the grid from the designer toolbar.

2.Integrate the step into the flow of the process by connecting a preceding step.

3.Define cases for the step.

4.Connect the else source point (red) to another step.

5.Connect the source points of all cases to other steps.

 

Adding First win steps

 

First win steps can split the process into any number of branches. You need to define a set of cases for the step, each with its own condition. When a contact reaches the step in the process, the system evaluates the cases according to their order. If the step finds a matching condition, the contact moves forward to the step connected to the corresponding case (the remaining cases are not evaluated). If none of the conditions are fulfilled, the process continues through the else branch.

 

To add First win steps to your process:

 

1.Place the First win step onto the grid from the designer toolbar.

2.Integrate the step into the flow of the process by connecting a preceding step.

3.Define cases for the step.

4.Connect the else source point (red) to another step.

5.Connect the source points of all cases to other steps.

 

Defining cases

 

Cases represent individual branches of Multi-choice and First win steps. To set up cases for a step:

 

1. Click Add new case (plus sign in the step header) to create the required number of branches.

 

2. Click Edit case properties (pencil icon) for each case.

oThe Process step properties dialog opens.

 

3. Specify the case's condition in the Condition field.

 

4. (Optional) Fill in the User action text and User action tooltip for the case.

       Users can see these text values when manually managing the flow of the process for contacts in the given step.

 

5. Open the Security tab and choose which users or roles are allowed to manually move contacts through the given case.

oBy default, cases inherit the security settings of the step.

 

6. Click Save and close the Process step properties dialog.

 

You can see the cases listed inside the step. Each case provides a separate source point for connecting the decision step to the appropriate branch of the process.