What are logic steps?
Logic steps give you options to delay or branch a workflow. For example, waiting 10 days between steps.
Delays
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Delay until an event happens
Conditions
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If/else branch
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Rate filter
Workflow
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A/B branch
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End this automation
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Jump to step
Delays
Delay -
Allows a workflow to pause for a specified amount of time. After the time has elapsed, the automation will continue to the next step in the workflow. This is useful when actions that caused a trigger take time to fully complete, for instance, populating a Snapshot Report. The time can be specified in minutes, hours, or days.
Example
When an account is created, wait 30 days, then start an email campaign to ask for a review.
How to set up a delay until an event happens step
Specify the amount of time and units you want the automation to delay before moving on to the next step.
Delay until an event happens
Allows a workflow to pause and wait for an additional event to happen for a specified amount of time. A time limit can be specified in minutes, hours, or days. If the event happens, the automation will continue down the ‘event happened’ branch. If the event doesn’t happen within this time limit, the automation will proceed down the ‘event didn’t happen' branch.
Example Automation Workflow
When an account is added, wait for seven days for a product to be activated. If a product is activated, mark it as a hot lead. If a product was not activated, send an email campaign.
How to set up a delay until an event happens step
Choose an event to wait for and specify the time limit. If the event doesn’t happen within this time limit, the automation will proceed to the next step. For a more in-depth example of a delay until step that uses data passing, view the Data Passing Article.
Conditions
If/Else filter
The if/else filters add a decision point, allowing the workflow to split into multiple branches. Specify one or more branches with conditions that need to be met before proceeding down that branch. In top-down order, as soon as a condition has been met, the workflow will continue onto that branch. If no conditions are met, the workflow will proceed in the ‘No conditions met’ branch. The workflow may “merge” back together after the branches are 2complete.
Example
If an account location is Canada, add the account to the Canada list. If the account location is the United States, add the account to the USA list. If the account location is in neither, then notify the assigned salesperson.
How to set up an if/else filter
Specify one or more branches with conditions that need to be met before proceeding down that branch. (click ‘+Add another branch’ to add more branches). Once you save the if/else branch options, use the ⊕ icons in the workflow to add steps within each branch.
Rate filter
Split the workflow into separate paths depending on the number of times that step has been reached. If you turn off the automation, the rate counts will be reset.
Example
Trigger automation every time an order is created. If an account has submitted more than 50 orders in the past 5 minutes, notify a salesperson of potential fraud.
How to set up a rate filter
Choose an entity that the rate filter will be checking on. ‘Any account' means as soon as this automation has reached this step X times, the requirements are fulfilled. ‘A specific account’ means that each account will be counted separately. The other entities work the same way, choosing ‘any order’ means as soon as this automation has reached this step X times, the requirements are fulfilled. While ‘a specific order' will count each order separately.
Then specify the number of times the entity can reach this step and the duration of time that we will be checking.
Workflow
A/B Branch
Split the workflow traffic into separate paths.
Example
When a new account is created, send 70% of new accounts the ‘tried and true’ email campaign. Send the other 30% of the ‘new experimental’ email campaign to see how it compares in effectiveness.
How to set up an A/B branch
Use the sliders to specify what percentage will go down branch A and what percentage will go down branch B.
End this automation
This step will end the automation. It will immediately jump to the “End” step.
Example
Within an If/Else: if an account location is Canada, add the account to the Canada list. If the account location is the United States, add the account to the USA list. After the branches merge back together, start a campaign for the account and create and activate freemium products. If the account location is in neither Canada nor the US, then notify the assigned salesperson and immediately end the automation (so that no products are activated).
How to set up an End-step
Simply add the end step to the workflow using the ⊕ icon. Optionally add a reason for ending the automation run.
Jump to step
Redirect to another workflow step in the automation up to a maximum number of times. The automation will end if the maximum is reached. There can only be a maximum of 10 jump steps in automation.
Example
When a product has been activated, delay up to 10 days until payment has been made. If no payment has been made, notify an admin, send a reminder email, and jump back to the delay step up to 3 times.
How to set up a jump step.
Simply add the end step to the workflow using the ⊕ icon. Choose a named step in the workflow to jump to and specify the maximum number of jumps made.