topic Re: Workflow Help - Branch based on ea mpty property in Tips, Tricks & Best Practices

Workflow Help - Branch based on ea mpty property

ERejto — Tue, 30 Jul 2024 16:37:48 GMT

I'm looking for help with a simple workflow. The workflow should do as follows:

1. Trigger when someone fills our form "Newsletter"

2. Add contact to a static list called "Newsletter sign-ups"

Branch

3a. If lead source is empty

3a. Set lead source to "Inbound - Newsletter"

3b. If lead source is NOT empty

3b. End

Does anyone know how to use a general search for contain rather than a specific string? It's strange that it's so easy to do this filtering in lists and reporting but not in Workflows.

Re: Workflow Help - Branch based on ea mpty property

franksteiner79 — Tue, 30 Jul 2024 16:49:00 GMT

Hi @ERejto

You'll need to use and if/then branch.

Filter by your property and the "is unknown" operator, then set your value on this branch and do nothing on the other one.

Also, word of advice - do not add these contacts to a static list, but rather use the opt-in to the subscription type from the form (assuming you are setting one) as a filter in an active list. That makes handling subscribers a lot easier because it is automatic rather than having to manually or semi-automatically manage a static list.

Frank

Re: Workflow Help - Branch based on ea mpty property

ERejto — Tue, 30 Jul 2024 19:31:59 GMT

Awesome, thanks for the help. Here is the final workflow to close the loop!!

Noted on the active list filter, my goal here is to understand how many leads a newsletter pop-up creates in a month on our webpage. I thought it would be easy enough to just track the number and who in a static list. I track all subscribers/marketing contacts in a different active list.

I guess it would have been simple enough to run an active list after the month was over also!