Email Marketing

Branch

Also called conditional split, if/else step

A step that splits an automated sequence into different paths depending on what is true about each person at that moment.

Quick facts: Branch

Category
Email Marketing
Also called
conditional split, if/else step
Level
Intermediate
Affects
Message relevance, flow complexity, testing effort
Where to see it
Klaviyo, HubSpot, Mailchimp, n8n, Make — conditional split steps
In this article4
  1. How a branch works
  2. Why branches matter
  3. Where branches go wrong
  4. How to build them well

How a branch works

A branch asks a question and sends people down different paths depending on the answer. Has this person bought before? Did they open the last message? Which country are they in? Which item did they look at? Everyone who meets the condition takes one route; everyone else takes the other.

The important detail is when the question is asked. The platform checks the condition at the instant the person reaches the branch step, not when they entered the flow. Somebody who bought while sitting in a wait step is evaluated as a buyer; if the branch sat before that wait, they would have been evaluated as a non-buyer. Moving a branch by one step changes who goes where.

Branches can be nested, so a path can split again. They can also be split on a percentage of traffic for testing, though that is a different feature with a different purpose and mixing the two makes results impossible to read.

Why branches matter

They let one sequence serve several audiences without maintaining several sequences. A single post-purchase flow can thank a first-time buyer and treat a returning customer differently, rather than sending the same introduction to somebody on their fifth order.

They also stop the obvious mistakes that damage trust. A branch that checks whether an item is in stock before recommending it, or whether a client has already booked before chasing them, prevents the emails that make a business look as though it is not paying attention. Relevance of this kind costs nothing beyond thought — it is segmentation applied inside a sequence rather than across a list.

Where branches go wrong

Branching on data you do not reliably hold is the biggest one. If the industry field is only filled in for a handful of contacts, a branch on industry sends nearly everyone down the fallback path, and the tailored version you spent an afternoon writing is barely ever seen. Check how often a field is actually populated before you build a decision on it.

Over-branching is the other. Every split doubles the number of paths to write, proofread and test, and a flow with many nested conditions quickly reaches the point where nobody on the team can say with confidence what a given contact will receive. Complexity that cannot be tested is a fault waiting to surface in front of a customer.

How to build them well

Only branch where the message genuinely changes. If both paths end in nearly the same email, delete the branch and use a personalisation token instead — it achieves the same thing with none of the maintenance.

Before building, check the fill rate of every field you plan to test, and write the fallback path assuming the data is missing, because for many contacts it will be. Keep the number of paths small enough that you can walk each one end to end, and then actually walk them: create test contacts that match each condition, run them through, and read what arrives.

Do and do not

Do

  • Check how often a field is filled before branching on it
  • Write the fallback path as a complete message
  • Walk every path with a test contact before switching on

Do not

  • Branch when both paths end in nearly the same email
  • Confuse a conditional branch with a random test split
  • Nest so deeply that nobody can trace a contact's route

Questions people ask about this

What happens if the data a branch checks is missing?

The contact takes the fallback path, usually the no or else route. That is why a branch built on a field most contacts never filled in appears to do nothing: almost everybody fails the condition. Always write the fallback path as a complete, sensible message rather than an afterthought, because a large share of people will receive it.

Is a branch the same as an A/B test?

No. A branch routes people by something true about them, so the split is deliberate and repeatable. An A/B test routes people at random so that the two groups are comparable and the difference in results can be attributed to the message. Using a branch where you meant a test produces two groups that were never alike to begin with.

How many branches should a flow have?

As few as will do the job. Each split doubles the paths you have to write, check and maintain, and a flow nobody can trace is a flow nobody can fix when a customer complains. If you cannot walk every route end to end in one sitting, the sequence has grown past what it is worth.

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