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

The Conditional split rule allows you to create more advanced automations by guiding contacts down different paths based on their details and behavior. Contacts who meet the conditions you set will follow one branch, while those who don’t will take the other, each proceeding through distinct steps.

How does a conditional split work in an automation?

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

This example works as follows:

  • Contacts who meet the conditions will go to the Yes branch and receive an email with a special offer.
  • Contacts who do not meet the conditions will go to the No branch and receive a standard email with no special offer.
 All automations examples (18).png

Add a conditional split to an automation

💡 Good to know

Currently, a conditional split can only have two branches.

To add a conditional split to an automation:

  1. From the new automation 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.
    automation_new_drag-and-drop_conditional-split_en-us.jpeg
  3. (Optional) If you inserted the percentage split between existing steps, the steps below the split will automatically be placed in the Yes branch. To move them to the No branch, click the three dots icon next to the step and select Swap branch steps.
    automation_new_conditional-split_swap_en-us.png
  4. Next to Split conditions, click Add.
    automation_new_conditional-split_filter_en-us.jpeg
  5. Load an existing list or segment, or click Add filter and select a condition from the dropdown. Contacts who meet this condition will proceed through the Yes branch of the split, while those who don't will proceed through the No branch.
    automation_new_conditional-split_select-condition_en-us.jpeg
    💡 Good to know
    You can add additional AND or OR conditions to refine the split further.
  6. Click Save conditions to confirm.
  7. Click Save to save the split. 

That's it! You've configured your conditional split. Now, continue adding steps to the Yes and/or No branches of your automation.

❗️ 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 there are steps in the Yes or No branch of the split, you can choose to:

    • Delete the steps in the Yes branch. Only the steps in the No branch will remain in your automation.

    • Delete the steps in the No branch. Only the steps in the Yes branch will remain in your automation.

    • Delete both branches. All the steps after the conditional split will be deleted.

  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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