Adding a specific contact to separate workflows for sorting or continuing a process can be automated. Letâs say that your lead submitted a form with a custom field and you want that information to determine if they go to an autoresponder. Another contact completes a product and you want to send them to a workflow to offer them a supplementary course automatically. Or a contact books an appointment and you want to send a confirmation then transfer them to a flow to follow up until the event and pass the input parameters to this new flow. You can accomplish this with the Add To Workflow action we will go over this and how to use it.
Step 3: Adding the If/Else Action and Add To Workflows Action
Click on the â+â symbol below the trigger to add an action.
Under Actions, select âIf/Elseâ in the âConditions and workflowâ section of the Actions Menu or use the search feature
Add branches and choose the segment parameters to filter for the individual workflow triggers and how the contact entered the flow. (see the article on if/else for more information)
Please Note: Passing input parameters will allow you to use values and wait steps of the event/appointment type in the new workflow to properly track an appointment and when communication happens. See our articles on appointment reminders for more information. (See screenshot below)