Workflow Branches
Branches are a catch-all way for everyone to text the same keyword or enter the same workflow but receive different messages, join different lists, enter other workflows, or transfer to other subaccounts. If a person meets the criteria for a branch, they’ll enter a separate path. If they don’t, they’ll stay on the workflow's main path.
A branch can also include more than one condition. For example, someone enters a branch if they’re missing both first name and last name. Or you can add an alternate set of conditions. In this case, if someone meets either condition, they’ll enter the branch. Listed below are some common use cases of branches.
Send an alternate auto-response when keyword is used again
Send a different auto-response each time a keyword is used. This is great for promoting giveaways or collecting registration information. You can also use this during visitor follow-up to make sure guests aren't getting the same info twice.
Collect name and email only when necessary
If you don’t have someone's first or last name, or email address, add a branch to send a digital connect card. A common use-case is guest follow-up, but you can also use it for small group registrations, volunteer recruitment, or next steps classes.
Route people based on their campus
This option is great for funneling people to different campus subaccounts or sending campus-specific information. You can route people to different subaccounts or send targeted texts based on People IDs or Campus IDs in Planning Center or Rock RMS.
