The Conditional split rule allows you to create more complex automations and guide contacts down different paths based on specific conditions. Depending on whether they meet these conditions, contacts will follow one of two branches and proceed through distinct steps.

How does a conditional split work in an automation?

Add a conditional split in an automation to direct contacts into two different branches based on past events or contact details, such as whether they spent over $100 on your website. 

When a contact reaches a conditional split, we will check if they meet these conditions:

Contacts meeting the conditions (e.g., spent over $100), proceed down the Yes branch. Contacts not meeting the conditions (e.g., spent less than $100), proceed down the No branch.

Depending on the branch they follow, contacts will then proceed through different steps. For example, you could send a special offer to contacts who spent over $100 (Yes branch) and a standard message to others (No branch).

Add a conditional split in an automation

To add a conditional split in an automation:

1. From the new automation editor, open the Rules tab.
2. Drag and drop the Conditional split step onto the canvas where you want to create the split. You can add it at the end of the sequence or insert it between existing steps.
   
   
   ❗️ 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.
3. Click Add filter.
   
4. Click + Add a 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.
   
   
   💡 Good to know

   You can add additional AND or OR conditions to refine the split further.
5. Click Add filters to confirm.
6. If you added the split between existing steps, choose whether the steps after the conditional split should be added to the Yes or No branch.
   
7. Click Save to save the split.
8. If you added the split between existing steps, confirm that you want to add the steps to the branch you previously selected by clicking Add to Yes/No branch. 
   
   💡 Good to know

   If you made a mistake, you can change the branch you previously selected by clicking Change branch instead.

That's it! You've configured your conditional split. Now, continue adding steps to the Yes and/or No branches of your automation to perform different actions based on whether contacts met or didn't meet the conditions.

Here's an example of an automation with a conditional split, where different emails are sent after 7 days based on whether the contact spent over $100 on their order:

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.
   

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.
   

💡 Good to know

If you made a mistake while deleting your conditional split, click the undo arrow in the header.

⏭️ What's next?

• About the new automation editor
• Available triggers, actions, and rules in an automation

🤔 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.

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