---
title: Set up workflow branching to route records down different paths
description: Create flexible workflows that automatically send records through different follow-up sequences
---

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# Set up workflow branching to route records down different paths

## Create flexible workflows that automatically send records through different follow-up sequences

Workflow Branching lets you create different paths within a single workflow based on a record’s information. Instead of creating separate workflows for each type of record, you can create one workflow and use branches to decide which follow-up actions each record should receive.

For example, you could use a branch to send absentee owners an SMS sequence while sending owner-occupied properties an email sequence—all from the same workflow.

You can add a branch anywhere in a workflow, including as the very first step. Each branch can have up to 20 paths, and you can nest branches up to three levels deep.

---

### How workflow branching works

Think of a branch as a decision point in your workflow.

When a record reaches a branch, Invelo checks the paths from **top to bottom**. The record enters the **first path whose filter it matches**.

If the record doesn't match any of the configured paths, it automatically goes into the **default path**.

Once the record enters a path, it stays on that path for the rest of that workflow run. When the path is finished, the record continues with the next steps in the main workflow.

For example:

**Workflow starts → Branch → Path actions → Continue main workflow**

📌 **Important:** A record only chooses one path.

Invelo checks a record's information when it reaches the branch. After the record enters a path, it will not switch to another path if the record's information changes later.

If the record is enrolled in the workflow again, its information is checked again and it may take a different path.

---

### Set up a branch

#### 1. Add a branch to your workflow

You can add a branch **anywhere in your workflow**, including:

- Before the first action
- Between existing actions
- Inside another branch path

When you add a branch, Invelo automatically creates:

- One **configured path** for you to set up
- One **default path**

A branch added as the first step routes records as soon as they enroll in the workflow.

#### 2. Create and configure your paths

For each configured path, you can:

- Give the path a name
- Add a filter to determine which records enter the path
- Add actions that should run for those records

You can create up to **20 paths per branch**.

You must always have at least **one configured path and the default path**.

#### 3. Use the default path

Every branch has a **default path**.

The default path does not have a filter. Instead, it catches any record that doesn't match the filters of your other paths.

The default path:

- Cannot be deleted
- Always stays at the bottom of the path list
- Can be renamed
- Can contain its own actions
- Can be left empty

You can save and activate a path even if it doesn't contain any actions. Records that enter an empty path simply continue to the next step after the branch.

#### 4. Arrange your paths in the right order

You can drag and drop your paths to change their order.

**The order is important.** If a record matches more than one path, it will always enter the path that appears **first**.

For example, if your paths are:

1. High Equity
2. Absentee Owner
3. Vacant Property
4. Default

And a record matches both **High Equity** and **Absentee Owner**, it will enter the **High Equity** path because it appears first.

The default path will always remain last.

#### 5. Add actions to each path

Each path can have its own actions.

For example:

**High Equity path**

- Send an SMS
- Wait 2 days
- Create a task

**Absentee Owner path**

- Send an email
- Wait 5 days
- Create a task

After the record finishes the actions in its path, it continues to the steps that come **after the branch** in your main workflow.

---

### Add branches within other branches

You can add another branch inside an existing path if you need more specific routing.

For example:

**Branch 1: Owner Type**

- Absentee Owner 
    - **Branch 2: Equity** 
          - High Equity
          - Low Equity
- Owner Occupied
- Default

You can nest branches up to three levels deep. Once a branch is three levels deep, you cannot add another branch inside it.

---

### How records choose a path

When a record reaches a branch, it follows these rules:

- If it matches one path: The record enters that path and runs its actions. Once the path ends, the record continues with the rest of the workflow.
- If it matches multiple paths: The record enters the **first matching path** based on the order of your paths.
  
  This is why it's important to place your paths in the correct order.
- If it doesn't match any path: The record enters the **default path**.
- If the path has no actions: The record simply passes through the path and continues with the rest of the workflow.
- If the record changes after entering a path: The record **stays on its original path**.
  
  For example, imagine a record enters your "Low Equity" path. Later, the record's equity changes and it now meets the filter for your "High Equity" path.
  
  The record will **not move to High Equity**. It stays in Low Equity for the remainder of that workflow run.
  
  If you re-enroll the record, Invelo checks the filters again, so it could enter a different path.
- If you pause and resume the workflow: Pausing and resuming a workflow does not change a record's path.
- If you unenroll a record: If you unenroll a record while it is partway through a path, its remaining actions are canceled, just as they are with other workflow actions.

---

### Tips for setting up workflow branching

Keep these tips in mind when building your branches:

- **Put your most specific paths first.** Because records follow the first matching path, place more specific filters above broader ones.
- **Use clear path names.** Names like "High Equity" or "Absentee Owner" make it easier to understand what each path is for.
- **Don't forget the default path.** Think about what should happen to records that don't match any of your configured paths.
- **Remember that path selection is permanent for that workflow run.** A record won't switch paths if its information changes after it has already been routed.
- **Use path counts to monitor your workflow.** The number of records in each path can help you understand how your workflow is distributing records.

---

### Conclusion

Workflow Branching gives you more flexibility without requiring you to build multiple workflows for similar follow-up sequences. You can create different paths, use filters to determine which records enter each path, and customize the actions each group receives.

**📌 Remember:** records follow the first path they match, the default path catches everything else, and a record stays on its selected path for the rest of that workflow run.

---

### Need Help?

Need help setting up your workflow or deciding how to structure your branches? **Contact our Support team** via the in-app chat or send an email at [support@inveloapp.com](mailto:support@inveloapp.com) and we'll be happy to help you get your workflow set up correctly.

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