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Documentation Index

Fetch the complete documentation index at: https://docs.autosend.com/llms.txt

Use this file to discover all available pages before exploring further.

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What is branching in AutoSend?

By default, every contact in an automation receives the same emails in the same order. Branching lets you change that. You define separate paths inside a single automation, and each path has its own conditions, emails, and timing. When a contact reaches a branch, AutoSend checks their properties and sends them down every path they match. This means you can handle multiple cases without building separate automations for each one. A new user on a free plan and a new user on a paid plan can both enter the same automation, but from the branch onwards, each receives emails written specifically for them.

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How to branch your automations

1

Add a branch

Click the + button below any email in your automation. This gives you two options: Add Email or Create Branch. Select Create Branch.
Add a branch to your automation
2

Set the branch filter conditions

Click on a Branch Filter to open the condition panel. Select Contact property, then set the field, condition, and value.
Select contact property
For example, to route contacts by industry:
  • Branch Filter 1: industry contains Healthcare
  • Branch Filter 2: industry contains Finance
Select contact property
Click + Add Filter to add more conditions to the same branch. Use AND / OR to combine them:
  • AND - contact must match all conditions
  • OR - contact must match at least one condition
Property values are case-sensitive. Healthcare and healthcare are treated as different values.
3

Add emails to each branch

Once your filters are set, click Add Email inside each branch to build out that path’s sequence. Each branch has its own Wait For timing, so you can space emails out differently per audience.
Select contact property

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Adding more branches

Click + Branch below the Branch node to add more paths. You can create upto 10 branches in an automation.
Select contact property
Branches are prioritized from left to right. A contact enters the first branch they match and won’t be checked against any remaining branches after that. If you have multiple branches, make sure to order them with the important conditions first.

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Use cases

  • Free vs. paid users - Show different features or CTAs based on a contact’s plan
  • Role-based content - Send engineers to API guides and marketers to campaign tips based on their role
  • Industry-specific emails - Share relevant case studies based on a contact’s industry
  • Regional content - Deliver localized messaging based on region
  • Onboarding by product - Guide contacts through different setup flows depending on which product they signed up for
  • Trial expiry - Send a different automation to contacts whose trial is expiring soon vs. those who still have time left
  • Company size - Tailor emails for individual users vs. teams vs. enterprise accounts based on company_size
  • Signup source - Follow up differently depending on whether a contact came from a demo, a referral, or organic signup