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Use Conditional Split Rules
Marketing automation flow rules determine a contact's pace and path in your flow. Use conditional split branching rules in your automation flow to have contacts follow different paths depending on the conditions you set. This is useful to send different marketing material to contacts based on specific audience data, campaign activity, or other segmentation options.
In this article, you’ll learn how to use conditional split rules.
Before you start
Here are some things to know before you begin this process.
- Use conditional split rules with a Standard plan or higher.
- To learn more about automation flows, how they work, and what you can do with your plan, check out About Marketing Automation Flows.
- If a conditional split rule is based on whether contacts interacted with a previous email in the automation flow, we recommend you precede it with a minimum 4-hour time delay rule to give people time to open and click.
Add a conditional split rule
Conditional split rules create different paths for contacts in your automation flow. For example, add a conditional split rule to send contacts down different branches of your flow based on whether they opened a specific email.
To add a conditional split rule to an automation flow, follow these steps.
- Click and drag the Conditional Split rule into your flow from the side panel. Or, use the plus icon (+), then select the Conditional Split rule.
- Use the drop-down menus to choose the conditions contacts must meet to move down the Yes path. You can add up to 5 conditions to your branch.
- Click Save.
Well done! Repeat these steps to add additional conditional split rules to your flow as needed.
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