Add a conditional split to an automation based on contact details and behavior

The Conditional split rule lets you create advanced automations by directing contacts down different paths based on their details and behavior. Contacts who match a branch’s condition will move through that path, while those who don’t match any of the defined conditions will continue through the final branch.

How does a conditional split work in an automation?

When a contact reaches a conditional split, Brevo will check if they meet any of the conditions you set in the branches of the split. Contacts will then proceed through different steps based on the branch they are assigned to.

This example works as follows:

  • Contacts who meet the condition will go to Branch A and receive an email with a special offer.
  • Contacts who do not meet the condition will go to Branch B and receive a standard email with no special offer.
All automations examples (18).png

Add a conditional split to an automation

To add a conditional split to an automation:

  1. In an automation created using the new editor, open the Rules tab.
  2. Add the Conditional split step where you want to create the split. You can add it at the end of the sequence or insert it between existing steps.
    💡 Good to know

    If you insert a conditional split between existing steps, the steps below the split will automatically be placed in Branch A. You can move them to another branch manually if needed.

    automation_new_drag-and-drop_conditional-split_en-us.jpeg
  3. (Optional) Click Add branch to add more branches to the split.
    automation_new_drag-and-drop_conditional-split_add-branch_en-us.png
    ✅ Plan availability
    Adding more branches to a conditional split is available only on the Professional or Enterprise plans, where you can create up to 10 branches. For more information, check our pricing page or get in touch with our Sales team.
  4. Under each branch, click Add filter to define the condition that determines which contacts enter it. Contacts who meet the condition of a branch will follow that specific branch, while those who don’t match any conditions will automatically continue through the default branch.
    automation_new_conditional-split_filter_en-us.jpeg
    💡 Good to know
    The default branch has no conditions. Any contacts who don’t match the other branches will enter this one.
  5. (Optional) Click the pen icon 🖊️ next to a branch name to rename it and make it easier to recognize.
    automation_new_conditional-split_rename-branch_en-us.png
  6. Click Save

That's it! You've configured your conditional split. Now, continue configuring your automation and adding steps to the different branches of your split.

automation_new_conditional-split_example_en-us.png

❗️ Important
When using a conditional split, carefully consider the placement of your time delays. For example, if you want to split based on whether someone performs a certain action within a given timeframe, such as waiting a week to see if someone placed an order before sending an email, make sure you add the time delay before the split.

Delete a conditional split from an automation

To delete a conditional split from an automation:

  1. To delete a conditional split, click the three dots icon and select Delete.
    automation_new_delete_conditional-split_en-us.jpeg
  2. (Optional) If you added steps under the branches of the split, you can either:

    • Choose to keep one branch. All steps under this branch will remain in the automation.

    • Delete all branches. All steps after the conditional split will be removed.

  3. Click Delete conditional split to confirm.
    automation_new_delete_conditional-split_branches_en-us.jpeg
💡 Good to know
If you made a mistake while deleting your conditional split, click the undo arrow arrow.png in the header.

⏭️ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo Agency partner.

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