Add the branch element to a web or dialog activity
if you want to split a single path in the activity into multiple paths.
Each path can then contain different triggers, targets, and actions
within the same activity. You can also add more paths, delete branch
elements, and nest branch elements within existing branch elements.
About this task
If you want to perform A/B testing by adding multiple paths
to an activity to determine the best path, see Creating marketing experiments instead of this topic.
Procedure
- If the activity to which you want to add a Branch element
is not already open in the Activity Builder, open it.
- To add a Branch element to an activity:
- Drag the Branch element from
the palette onto the flow connector at the location where you want
to split a single path into multiple paths.
The
path splits into two.
- To add more paths, right-click the Branch element;
then click Add Path.
- Click the Branch element to display
its properties in the lower half of the page.
- Set the following properties for the Branch element:
Property |
Description |
Name |
Type a name for the Branch element.
This name is displayed in analytics reports to help identify the branch. |
Branch type |
Choose the type of branch to specify how the server determines
which path a customer experiences. For more information, see Branches in marketing activities. |
Paths |
- In the Name column, type a name for each
path that extends from the Branch element. This name displays in the
Activity Builder and in analytics reports.
- If the Branch type is Random
path: in the Percentage column,
type a percentage for each path. The percentage determines the relative
frequency of each path. For example, if you have two paths, A and
B, and each is set at 50%, then 50% of customers experience path A
and the other 50% experience path B. The total percentage of all paths
must be 100 percent.
|
- On the new paths, add, change, or delete elements to
get the result you want.
- To change the properties of a Branch element,
click the Branch element to display its properties;
then set the properties as described in step 2.d.
- To delete a path, right-click the green arrow at the start
of the path; then click Delete.
- To delete a Branch element, right-click
it; then click Delete.
All
paths that extend from the Branch element are
deleted except for the top path.
- To create two identical branched paths that are nested
within the current Branch element:
- Right-click the Branch element;
then click Add to Branch.
- Click the new (parent) Branch element
to display its properties; then set the properties as described in
step 2.d.
- Set or change the properties of the nested branch elements.
- On the new paths, add, change, or delete elements to
get the result you want.
-
Click Save to save the activity, or click Close to close the
Activity Builder and return to the previous page.