Logical Nodes help you set up conditions and rules in a Workflow to make decisions based on past actions or inputs. These conditions help decide what happens next in the workflow, depending on the defined conditions and rules.
Below are the types of logical nodes used in a Workflow:
| Paths | Route records based on specific conditions. |
| Delay | A pause in the workflow tells the system to wait for a specific number of days, hours, and/or minutes before moving to the next step. |
| Splits | Divide records into separate branches, each with its own unique conditions. |
The important conditions used in these Logical Nodes are:
| Conditions | Used in Nodes | Definition |
| If | Path and Split | Records follow this branch if the specified actions or values are satisfied before deciding the next step. |
| Else If-1, Else If-2, and so on | Split | Mutually exclusive splits where each audience member can only be placed in one split at a time. |
| Else (Rest of all) | Split | Any remaining records that don’t meet the previous conditions will follow this path. |
Path
A Path node helps determine the next steps in a workflow by adding condition blocks that evaluate candidate actions or data. Paths are created using variables from previous nodes in the workflow.
By default, each Path contains an IF block. You can also add multiple OR IF blocks within the same Path to handle multiple mutually exclusive conditions without duplicating the same actions across different paths.
Each IF and OR IF block is evaluated independently, and they do not have any relationship with each other. This allows you to group multiple conditions that should trigger the same set of actions in a single Path.
For example, imagine you want to send the same Email and SMS to a candidate when any one of the following conditions is met:
The candidate source is Career Site and Resume Uploaded = TRUE, OR
The candidate Referral ID is not null, OR
The candidate Match Status = TRUE
Instead of creating multiple separate paths and duplicating the same nodes, you can now configure these conditions using one IF block and multiple OR IF blocks within a single Path.
This makes workflows easier to manage and reduces duplication and maintenance effort.
On the canvas, the Path node preview shows the configured IF and OR IF blocks so you can quickly understand the logic applied in that Path.
Path Configuration
You can follow the steps below to add a Path node:
Path Configuration
You can follow the steps below to add and configure a Path node:-
Click the ‘+’ option and then click Paths.
In the Path section that opens, the IF block is added by default.
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Click Add Variable inside the IF block.
You can type and search or select the variable from the list displayed.
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Configure your conditions by selecting the operator and entering the values. You can add multiple variables within the block.
To add more condition blocks, click + OR IF.
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You can add a maximum of 4 OR IF blocks (that is, up to 5 blocks total including the default IF block).
Configure each OR IF block with its own variables and conditions.
Click Save. The Path node will be created and appear on the canvas.
On the canvas, you can see ‘+’ options on the left and right of the node to connect it to other nodes in the workflow.
A candidate can follow multiple paths at the same time if the conditions in those paths are satisfied. Within a single Path, the IF and OR IF blocks are evaluated independently to determine whether the candidate should enter that Path.
Path Operator and Variable Conditions
- You can specify one or more variables within each IF or OR IF block and apply operators with multiple values.
- Each block (IF or OR IF) can contain multiple variables, and all rules inside a block are evaluated using the AND condition.
- You can add a maximum of 5 blocks in a Path (1 IF + up to 4 OR IF blocks).
- The IF and OR IF blocks are mutually exclusive and have no relation to each other.
- If any one of the blocks’ conditions is satisfied, the record will follow this Path.
For ABT events, each IF and OR IF block has a scope. By default, the scope in OR IF blocks is inherited from the IF block, but you can change the scope for each block if needed.
Delete a Path
To delete a Path, follow the steps below:
- On the canvas, locate the path node you want to delete.
- Click the three dots on the right side of the path node.
- A menu will appear—select Delete to remove the path from the workflow.
Wait/Delay Node
The Delay feature lets you set a waiting period before the next action is taken in a workflow. When certain conditions are met, the system can wait for a specific number of minutes, hours, or days before proceeding. This helps to track user behavior over time and adjust the next steps accordingly.
For example:
Imagine you're running an email campaign for a product launch. You want to follow up with people based on whether or not they open the first email within a certain number of days.
- Condition 1: If a person opens the email within 3 days, the system follows up with a discount offer.
- Condition 2: If a person doesn’t open the email within 3 days, the system will wait for those 3 days and then send them a reminder email to encourage them to open it.
The delay feature ensures that you’re giving people time to respond before moving on to the next action.
Delay Configuration
You can follow the steps below to add a Delay node:
- Click the '+' option and then click Delay.
- Enter the number of Days, Hours, and Minutes. You can also use the arrows to increase or decrease the numbers.
- Click Save. The Delay node will be created and appear on the canvas.
Delete a Delay
To delete a Delay, follow the steps below:
- On the canvas, locate the delay node you want to delete.
- Click the three dots on the right side of the node.
- A menu will appear—select Delete to remove it from the workflow.
Split Node
A Split node is never standalone; by default, it creates an If and Else (Rest of all).
You can add a maximum of 7 splits, including If and Else (Rest of all). Each split can have a maximum of 7 rule items, with each having its own variable selectors.
Examples for better understanding
- Imagine you sent an SMS with a link to 25 people, and now you want to split them into two groups based on whether they opened the link or not.
- If: The If group includes people who opened the link.
- Else (Rest of all): This group will include people who did not open the link.
- In another scenario, you send an email to 1,000 people and want to split them into three groups based on whether they opened the email on a specific date, after the specific date, or did not open the email.
- If: This group includes people who opened the email. On May 2nd, 300 people are in this group because they opened the email before that date.
- Else If-1: This group includes people who opened the email after May 2nd. 100 people are in this group because they opened the email after the specific date.
- Else (Rest of all): This group includes everyone else. There are 600 people here—these are people who didn't open the email, or it was skipped or bounced (meaning it didn’t reach them).
Split Configuration
You can follow the steps below to add a Split node:
- Click the '+' option and then click Splits.
- In the Conditional Splits section that opens, under the If tab, click Add Variable.
- You can type and search or select the variable from the list displayed.
- Now, configure your conditions by selecting the operator and entering the values. You can add up to 7 variables.
- To add multiple splits, click +Split and follow the previous steps.
- Click Save. The Split node will be created and appear on the canvas.
Split Operator and Variable Conditions
- The default operator used in a split is equals.
- For mutually exclusive splits, only the values can be changed.
- If there is an existing split and a new split is created, the new split will have all the variables from the first split. For example, when the If split has equals as a variable and 5 as a value, the same variable and value are created for Else if-1 split and so on.
- If a variable is removed from If split, it will automatically be removed from all other splits.
Delete a Split
You cannot delete a split if only one exists, and the delete button will be disabled. However, if there are multiple splits, only Else if-1 and so on can be deleted.
Duplicate Rules/ Conditions
You cannot use the same rule or logic across multiple split blocks. If duplicate rules are detected, the system will prevent you from saving. You’ll need to adjust the conditions to make them distinct.