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Add a "Split Flow" step in a workflow

Our platform's automation workflows include various useful actions, enabling you to optimize your sales. One such action is the Split Flow, which randomly splits your workflow based on a percentage that you set.  

To add a Split Flow step in a workflow:

  1. Click + below any part of your workflow where you want to add a Split Flow step.Snag_610597d.png

  2. The Select action dialog opens with the Conditional/Control steps tab in the left menu.
  3. Click the arrow next to Split Flow.Snag_6115477.png

  4. In the dialog that appears, toggle the cursor to the left or to the right, to set your desired percentage split (the default is a 50/50 split).
    Note: When the split flow occurs, the actual split percentages are likely to be a close approximation of the percentages that you have previously set.
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  5. Click Save. A pop-up message appears at the bottom of your screen, informing you that your automation was successfully updated.
  6. You can continue adding Actions and/or Conditional/ Control steps in both parts of your Split Flow (left and right) so that your automation performs exactly as you intend it to.