Send different follow-ups to different people
Use a Branch step to split one automation into named paths — big deals one way, everyone else the other.
Most automations start out doing one thing for everybody and quickly need to stop. A lead worth £50,000 should not get the same auto-reply as somebody downloading a checklist. A Branch step splits the automation into named paths, and each response goes down exactly one of them.
Adding a branch
- 1Add a "Branch" step where the automation should split.
- 2Name the first path something you will recognise on the canvas — "Enterprise", "Needs a call", "Everyone else".
- 3Set the conditions for that path: which answer, and what it has to be.
- 4Add more paths for the other cases. They are checked in order, top to bottom.
- 5Build out the steps under each path. They are separate from that point on.
The otherwise path
The last path is "Otherwise", and it catches everything that matched none of the others. It is worth connecting something to it even if that something is nothing much — an unconnected Otherwise is how a response quietly falls out of an automation and nobody hears about it.
Order matters. Put the narrowest path first: if "budget over 10,000" sits above "budget over 1,000", the big deals get caught by the right one.
Checking it splits the way you think
Open Test, pick a real response, and the canvas shows you which path it took. If you have no response that would take the path you care about, change one answer in the test panel and run it again — see "Test an automation before you publish it".
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