Yes/No branches let you personalize your automated workflows by splitting subscribers into two paths based on their behavior or profile data.

In simple terms:

If this is true → send them down the Yes path.

If not → they follow the No path.

Use a Yes/No branch to check whether a subscriber:

• Opened a workflow email

• Clicked a link in a workflow email

• Belongs to specific segment(s)

• Matches custom data field values

• Has certain profile attributes (signup source, activity, email address, etc.) 

These steps replace the legacy Condition step in older workflows.

• If you’re branching based on email opens or clicks, your workflow must contain an email step before the Yes/No branch. 

• If you edit an old “Condition” step, it will automatically convert to a Yes/No branch once modified.

1. Hover over the line where you want to split subscribers.

2. Select + → Yes/No branch.

3. If steps exist below that point, choose where to move them. 

4. Use the right-hand panel to choose the condition type.

5. Build out the Yes and No paths below.

Example:
“Is this subscriber in Segment A and Segment B?”

• Yes → send niche content

• No → move them into a general nurture series

Step 1. Add a Yes/No branch.

Step 2. Under Move to “Yes” branch if subscribers…, choose Meet certain filter conditions → Add filters.

Step 3. Select Segments.

Step 4. Choose the segment(s) and specify whether the subscriber must match all (AND) or any (OR) of them. 

You may specify as many segments as you like. 

Step 5. Save and continue building both branches.

Example:

Check if subscribers opened Email 1 within one day:

• Yes → continue the workflow

• No → send a reminder or alternative message

Step 1. Add a Yes/No branch after an email step.

Step 2. Select Open a workflow email.

Step 3. Choose the specific email (listed by subject line, also visible on the workflow email step card).

Step 4. Select a timeframe (e.g., Within 1 day). This means that as soon as a subscriber opens the specified email, they will immediately move to the next step under the Yes branch if that happens within 1 day. 

After the 1 day timeframe expires, everyone who hasn’t opened the email yet will automatically move to the next step under the No branch.

Important: No separate time delay step is needed before the Yes/No branch as the timeframe is built in.

Step 5. Continue building your workflow below the Yes and No branches.

Example:

Check if subscribers clicked a product link:

• Yes → add them to a high-intent segment

• No → send a reminder or follow-up offer

Step 1. Add a Yes/No branch after an email step.

Step 2. Select Click a workflow email link.

Step 3. Choose the email, then select the specific link and set a timeframe (e.g., Within 1 day).

In the example below, we selected “Within 1 day”. This means that as soon as a subscriber clicks the specified email link, they will immediately move to the next step under the Yes branch if that happens within 1 day. 

After the 1 day timeframe expires, everyone who hasn’t clicked that email link yet will automatically move to the next step under the No branch.

Important: No separate time delay step is needed before the Yes/No branch as the timeframe is built in.

Step 4. Continue building your workflow below the Yes and No branches.

Note: If there is no email step before the Yes/No branch and you want to branch subscribers based on who opened a workflow email or clicked a workflow email, you will be prompted to add an email step first.

This is helpful for birthday months, purchase preferences, locations, or event-based marketing.

Example:

Custom data field: Wedding Month = May

• Yes → send May-specific planning emails

• No → send a general sequence

Step 1. Add a Yes/No branch.

Step 2. Choose Meet certain filter conditions → Add filters.

Step 3. Select Data fields.

Step 4. Choose your data field and specify the value. Hit Save.

Step 5. Continue building your workflow below the Yes and No branches.

You can add more than one set of conditions to a single Yes/No branch step using the +New filter group option.

Use the toggle to define it to be an AND or OR condition.

Then click “Add filter” to specify additional criteria. In the example below, we chose the subscriber’s signup source.

Older workflows may still show “Condition” instead of Yes/No branch. Here's what to expect:

• You cannot add new criteria to legacy condition steps.

• When you remove one of the conditions, Flodesk automatically converts the step to a Yes/No branch.

• The remaining condition is moved into the new interface.

You can create branches based on:

• Workflow Email opens

• Workflow Link clicks

• Segments

• Custom Data Fields

• Signup Source

• Email Address

• Signup Date

• Unsubscribe Date

• Last Activity

• Emails delivered

• Emails opened

• Open rate

• Emails clicked

• Click rate

No. When branching based on email opens or link clicks, the timeframe you select inside the Yes/No branch replaces a separate time-delay step. 

You can only check opens or clicks for workflow emails that appear before the Yes/No branch. Emails after the Yes/No branch won’t be available for selection. If you don’t see an email available, make sure you added an email step above the branch. 

Legacy Condition steps appear only in older workflows. Once you edit them:

• They convert to a Yes/No branch

• The remaining criteria move into the new interface

• You can no longer add additional conditions to the legacy version

Yes. Use + New filter group to combine conditions, and choose whether subscribers must match all (AND) or any (OR) of them. This allows for flexible and advanced targeting. 

It depends on your filter logic:

• Match all of these (AND) → Subscriber must meet every condition

• Match any of these (OR) → Subscriber only needs to meet one condition

Any action taken after the timeframe (e.g., opening the email too late) will not change their path. They will already have moved to the No branch following timeframe expiration. 

Yes. In addition to workflow-based opens/clicks, you can branch based on profile and behavior data such as:

• Signup source

• Email address

• Signup date

• Last activity

• Emails delivered/opened/clicked

• Open or click rate

Instead of a Yes/No branch, you can use Link Actions to automatically segment subscribers whenever they click a link—no timeframe needed. Learn more about how to use link actions here.