Struggling with email workflow branch

Hi Hubspot friends,

I am banging my head against the wall trying to get my branch to work properly in an email workflow. Basically the branch is at the end of the Awareness phase of my flow and the way I want it to work is if a contact clicked a link on any of the previous emails they were sent, they will move to the Consideration phase, if not, they end the flow.

It’s an and/or branch with the engagement branch looking like the below, with an or for every email in the workflow up to that point. The problem is, when I test is and have the test click on at least one of the emails, the workflow always sends the contact to the does not meet criteria (end) branch.

What am I doing wrong?

Hi @KHatgas,

Branches check for the filter criteria immediately - unless they come after a delay. In other words, if the email send is placed right above this branch, a contact won’t have had the time to actually click anything. The email sends, the contact might not even have received it yet and the branch is already checking for the click. All contacts go down the “none met” branch.

(Workflow actions execute within seconds.)

Add a delay before the branch and you’ll probably see it work as expected. Most interactions in emails occur within a day so if that’s an acceptable delay for you, i’d recommend that.

If you already have delays, please share a screenshot of your entire workflow.

Best regards

For more context, here is what is leading up to the branch.

Sorry, I didn’t think about giving more context to where this lies in the workflow, but it happens 5 business days after the previous email is sent..

Oops, Saw that Karsten is already on it! :slight_smile: don’t want to repeat info, comment deleted. Thanks!

@KHatgas how exactly are you testing? The test preview feature in workflows might not be the best way.

Enroll your own contact for real and I would expect this to work.

If you have contacts that have clicked already, what happens of you test the branch for these contacts?

I was using the test preview. I’ll change the delays to something much lower and run it for real with just me. Thanks!

Confirmation that my branch actually does work after running it for real. It turns out the power was inside of me the whole time :laughing: . Thank you for suggesting a different test method otherwise I would have gone mad.

The Only Solution is to add delay. before adding branches. it will work for you for sure.

Mridul Ahmed
From HubXpert.