topic Re: Branching logic with nested filters in Lists, Lead Scoring & Workflows

Branching logic with nested filters

kylernixon — Fri, 26 Apr 2024 16:00:43 GMT

Hi all -

I have a reintroduction workflow, and at the end, I need contacts to branch to "engaged" or "unengaged" based on whether they click or open any of the emails in the workflow.

Based on the filters and nested filters in my screenshot below, is this accomplishing that?

OR - is this saying that the contact must click or open ALL of the emails in the workflow?

Re: Branching logic with nested filters

karstenkoehler — Fri, 26 Apr 2024 16:04:02 GMT

Hi @kylernixon,

A contact would have to open all emails to meet the criteria (AND operator). If you want them to meet the criteria by just opening one, you would have to split them into multiple filter groups, connected by the OR operator.

Best regards!

Re: Branching logic with nested filters

franksteiner79 — Fri, 26 Apr 2024 17:48:50 GMT

Hi @kylernixon

Plus 1 on @karstenkoehler's suggestion from me. Any particular reason why you are not just checking if a contact still is or isn't on HubSpot's "unengaged list"? It would make the branching logic and filters a lot easier.

Frank

Re: Branching logic with nested filters

kylernixon — Sat, 27 Apr 2024 01:13:13 GMT

Hey Frank - Good question. We set our own engagement rules and have some unique needs compared to the out of the box HubSpot setup. A bit more work obviously, but makes our list cleaner for our purposes.

Re: Branching logic with nested filters

MReif — Thu, 09 Oct 2025 18:32:45 GMT

If there are 3 groups separated by "OR" logic in a branch, are all 3 groups checked at once or are they checked one by one until one of the groups' conditions are met? I.e. if the first group's conditions are met, are the following not checked?

Re: Branching logic with nested filters

franksteiner79 — Thu, 09 Oct 2025 18:42:19 GMT

It's done sequential - whatever condition is first met that is the path an object (e.g. contact) takes.

Sometimes that is what you want and sometimes it is not, so depending on what exactly it is your are checking and why this might be exactly what you need to happen, or not.

Of you care to outline your actual use case, I can be more specific.

Re: Branching logic with nested filters

MReif — Thu, 09 Oct 2025 19:44:25 GMT

Basically our team is unsure whether the groups after the first group in this branch will be checked if the first group's conditions are met. The "This branch can evaluate multiple values" statement underneath the "Edit action tab" is causing confusion and we are wondering if that means all the groups in this branch will be checked.

Re: Branching logic with nested filters

STierney — Thu, 09 Oct 2025 19:46:47 GMT

Hey @MReif - thanks so much for following up here with a more detailed explanation of your team's process!

Looking forward to what insight @franksteiner79 has on the logic!

Shane, Senior Community Moderator

Re: Branching logic with nested filters

franksteiner79 — Thu, 09 Oct 2025 20:09:36 GMT

Hi @MReif

It is my understanding - but I can not provide actual documentation for this, rather years of first hand experience - that Groups do not matter but the order branches you have.

The whole point of Group 1 OR Group 2 OR Group 3 is to say if any of these are met it equals my first branch criteria, in your case "Opened but didn't click". All will be checked and if any is true HubSpot treats it your "Opened but didn't click" condition is met.

Frank