Logical Nodes Overview

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:

The important conditions used in these Logical Nodes are:

Path

A Path node helps determine the next steps in a workflow by adding specific conditions and actions. Paths are created using variables from previous nodes in the workflow.

These conditions check for specific actions, such as clicking a link, or values, such as a person's status, to evaluate if the condition is met before moving forward in the workflow. 

For example, imagine you’re managing an email campaign for an event, and you want to tailor your follow-up communications based on how the audience interacts with your emails.

1. Path for Engaged Users:

If a user opens the email and their status is marked as "qualified." The system sends them the next set of communications, such as event details or special offers.

2. Path for Unengaged Users:

If a user hasn’t opened the email within 7 days. The system sends them a reminder email to encourage them to check out the original email.

This way, you can stay connected with users based on their actions. Interested people receive important updates, and those who missed the email receive a reminder.

Path Configuration

You can follow the steps below to add a Path node:

1. Click the '+' option and then click Paths. 
2. In the Path section that opens, click Add Variable.
3. You can type and search or select the variable from the list displayed.
4. Now, configure your conditions by selecting the operator and entering the values. You can add multiple variables.
5. 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. You can use them to create paths with different conditions.

Unlike mutually exclusive paths, candidates can follow multiple paths at the same time if they have different conditions. 

Path Operator and Variable Conditions

• You can specify a field, such as status, within the Path and apply different operators along with multiple values to it. 
• You can add up to 7 paths, and all the rules will be applied using the AND condition.
• You can add multiple variables.

Delete a Path

To delete a Path, follow the steps below:

1. On the canvas, locate the path node you want to delete.
2. Click the three dots on the right side of the path node.
3. 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.

1. Condition 1: If a person opens the email within 3 days, the system follows up with a discount offer.
2. 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:

1. Click the '+' option and then click Delay.
2. Enter the number of Days, Hours, and Minutes. You can also use the arrows to increase or decrease the numbers.
3. Click Save. The Delay node will be created and appear on the canvas.

Delete a Delay

To delete a Delay, follow the steps below:

1. On the canvas, locate the delay node you want to delete.
2. Click the three dots on the right side of the node.
3. 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

1. 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.
2. 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:

1. Click the '+' option and then click Splits. 
2. In the Conditional Splits section that opens, under the If tab, click Add Variable.
3. You can type and search or select the variable from the list displayed.
4. Now, configure your conditions by selecting the operator and entering the values. You can add up to 7 variables.
5. To add multiple splits, click +Split and follow the previous steps.
6. 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.