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Workflow editor showing multiple branches through the workflow graph

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What are Branches?

A branch is a unique execution path through a workflow, from a channel node to an output node. When a user triggers a workflow, the engine evaluates conditions and data to determine which branch to follow, then returns the output at the end of that branch. A single workflow typically has multiple branches — each one delivering a different experience based on the user’s context.

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Branch Qualification

You can qualify a branch by assigning it a category. This is useful for:
  • Analytics — Group results by branch category to compare performance across different strategies.
  • Organization — Label branches by their purpose (e.g., “Promotion”, “Loyalty”, “Default”).
  • Reporting — Filter dashboards by category to focus on specific campaign strategies.

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How to Qualify a Branch

  1. Right-click on an edge (the arrow connecting two nodes) in the workflow editor.
  2. Select Qualify branch from the context menu.
  3. The branch drawer opens, showing the branch path and available categories.
  4. Choose a category from the branch categories tree, and optionally give the branch a custom name.

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Branch Categories

The branch categories are a hierarchical tree of categories that you define in Workflow Settings. They provide a consistent vocabulary for qualifying branches across all your workflows.

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Structure

Categories are organized in a tree with multiple levels. For example: 
├── Personalized
│   ├── Product Recommendation
│   ├── Store Locator
│   └── Weather-based
├── Promotional
│   ├── Discount
│   └── New Arrivals
└── Default
    └── Generic Content
Each branch can be assigned a category at any level of the tree.

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Benefits

  • Consistency — All team members use the same vocabulary when qualifying branches.
  • Analytics — Analytics dashboards can filter and group metrics by category at any level of the hierarchy.
  • Upstream resolution — Branch categories are inherited downstream through the workflow graph. If a parent branch is qualified, child branches inherit that category context.

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Viewing Branch Statistics

Toggle the Statistics mode from the bottom toolbar to overlay traffic distribution data on the workflow canvas. In statistics mode:
  • Edges display the percentage of traffic flowing through each branch.
  • Individualized branches can be highlighted to distinguish personalized paths from default ones.
  • Use the Individualized branches toggle to visually differentiate personalized paths.

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Tips

  • Qualify branches early in your workflow design process — it makes analytics much more useful once the workflow is live.
  • Use a consistent naming convention for branches within a workflow to make them easy to identify.
  • Branch categories are shared across all workflows in your account. Design your category tree to be general enough to apply across campaigns.