Branch Logic
Four of the boxes ask a question and take a different edge depending on the answer, and each answer is something the person on the other end did rather than something anyone guessed.
Four questions, and the row that answers each
port not_clicked- 1Every link is rewritten to a signed redirect
- 2Following one is verified, then forwarded on
- 3A clicked row and an opened row are written together
- clicked
- not_clickedtaken
Product figures from the platform’s own defaults - not customer averages
How it works.
Opened and clicked ride inside the message
Each send carries a one-pixel image and has its links rewritten to a signed redirect on our side. Fetching the image records an open. Following a rewritten link records a click and an open together, because clicking implies one. Each is written once per message, so a preview pane firing twice is still one.
Replied is matched on the person, not the thread
Mail arriving through the Gmail, Outlook or IMAP sync counts as a reply when it comes from somebody with a live run and a send behind them inside a month. It is a contact-level match rather than header threading, which is exactly why that window exists.
Call outcome routes on the word the rep chose
A call step raises a task. Closing that task with an outcome writes the outcome back against the run, and the outcome box downstream takes the port carrying that name. You type the port names yourself, separated by commas, and anything unmatched falls to the catch-all.
Each decision is written down as it is taken
Every question records which way it went and what it read, stamped with the box and the run. So a person sitting on an arm you did not expect can be traced back to the answer that put them there instead of argued about.
One moment in every run.
Every run passes through the same seven. Branch Logic is the lit one, and everything either side of it is a different page in this category.
- 01Trigger
the thing that happened first
- 02Enrol
how somebody gets onto it
- 03Wait
the pause, and what governs its length
- 04Branch
the fork, and which side is taken
- 05Act
the mail, the text, the task that goes out
- 06Measure
what counts as it having worked
- 07Exit
how somebody comes off it
The specifics.
7 facts- Questions
- Opened, clicked, replied, and the outcome logged on the last call
- What they look at
- Only the most recent message this sequence sent that person, never their wider history
- Reply window
- Thirty days from the send. Older mail from the same person is not counted
- Reply matching
- Contact level. Incoming mail is not tied to the outgoing message by its headers
- Outcomes a call step reports
- Answered, no answer, voicemail, busy, wrong number. Your port names have to match those words
- Placement
- A question only knows what has happened by the time it is reached, so a pause usually belongs in front of one
- Not the same as
- This asks about behaviour. Dividing an audience by weight is A/B Split Testing
What starts this, and what it starts.
Automation is only ever a middle. These are the things that set it running and the things that run because of it.
More in Automation & Flows
13 capabilitiesSequences, dispositions and webhooks that act without being asked.
A unique URL per integration with HMAC signing, rate limits, payload caps and idempotency - plus a log of every delivery it ever accepted or refused.
Enrol a lead once and the sequence carries them: sends, waits, branches and exits, with a ledger that makes a duplicate send structurally impossible.
Weighted splits assigned by a deterministic hash of the enrolment, so a lead always takes the same arm no matter how often that step is run again.
Hold a lead for minutes or days between steps, clamped to the sending window you set, so that an overnight wait never lands at four in the morning.
Set the hours a sequence may send inside, as a fixed offset you enter yourself, and every wait is pushed forward into them before it is stored.
One do-not-contact roll per workspace, checked when a lead is enrolled and again inside the send, straight after that send has taken its own claim.
New leads enrol themselves the moment they are created, and the four guards that can refuse an add are read on every single route into a cadence.
Twenty-six behaviours attach to wrap-up codes, and twenty codes ship already pointing at one, so ending a call the right way books the follow-up.
Six event types a CRM rule fires from: stage change, field update, new record, reassignment, schedule and inactivity, agreed in four places at once.
Send the email, assign the owner, raise the task, set the field, move the stage or call a webhook. Six modules, run in the order you stored them.
Eight comparison operators guarding each action, combined with AND and only AND, so a rule meaning either of two things is built twice, as two rules.
A text is a step on the same canvas as the email and the call task, written into the real thread and carried out by the number it is going out from.
A versioned path, a key minted once and kept as a hash, and the same role and profile model the interface runs on deciding what that key may touch.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Automation & Flows
See branch logic on your own floor.
Thirty minutes, your numbers and your data. We will set branch logic up live and you can decide from the thing itself rather than from this page.
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