Using our branching functionality, you can create distinct tracks within your path to further personalize experiences based on information that you've collected about your users. By default, users who don’t meet a Segment or User action step are automatically removed from the path. Additionally, Path Builder lets you filter the users users who don't meet the conditions of the step into a parallel branch.
- Create a branch
- Understand timing rules for branches
- Connect two branches
- Disconnect two joined branches
- Delete a branched step
Create a branch
Branching sets the conditions of a step to determine how users flow into subsequent steps in your path. Users who meet the Segment or User action criteria move to the "YES" branch; users who do not meet the criteria move to the "NO" branch.
- Click on any Segment or User action step in your path.
- Click the "Create branch for remaining users" toggle switch to enable it.
Any steps that follow the Segment or User action step are automatically moved into the "YES" branch. You can then drag-and-drop steps from the "YES" branch into the "NO" branch (and vice versa), and you can drag new Touch points and Conditions into either branch to further customize your path.
Understand timing rules for branches
When you split a Segment or User action step into distinct tracks, you can have different timing rules for each of your branches.
- Drag a Timing step into your path. Timing steps can be added into a "YES" or "NO" branch.
Follow these steps to further customize the timing of your step.
Connect two branches
When you reach a point where both the "YES" and "NO" branches follow the same set of steps, you can connect them together. You can only connect "YES" and "NO" branches that are split from the same Segment or User action.
- Drag-and-drop an Exit node to another available node in the path. When you drag the node, available nodes indicate the possible connections that you can make.
Once the branches are connected, they're marked with a link icon that indicates where the two branches meet.
Disconnect two joined branches
- Click on the link icon where the two branches meet.
- Choose to move all of the subsequent steps to the "YES" or "NO" branch, or delete all subsequent steps.
- Click Disconnect.
Delete a branched step
- Click the trash can icon on the Segment or User action step that was split into separate branches.
- Choose to delete all the steps in the "YES" or "NO" branch, or all of the steps in both branches.
- Click Delete.
If the two branches were connected, then any of the steps following the connector won't be deleted.