Direct Trigger Routing in Advanced Workflows
About Direct Trigger Routing
Direct trigger routing allows you to define a specific starting point within a workflow for each trigger. Instead of every trigger beginning at the first action, you can connect a trigger directly to any action on the canvas. This feature is designed for the Advanced Builder and helps organize complex workflow logic by eliminating the need for long chains of conditional branches.
Key Benefits
- Multiple Entry Points: A single workflow can have different starting actions based on which trigger is activated.
- Streamlined Logic: Reduces visual clutter by avoiding large "if/else" decision trees.
- Efficient Execution: Contacts jump directly to the relevant section of the workflow, skipping unnecessary initial steps.
- Easy Modification: You can quickly change a trigger's starting point by dragging its connection line to a different action.
How It Works
Each trigger in the Advanced Builder has a small connector dot. To set a custom starting point, click and drag a dashed line from this dot to the connector dot on the desired action. When that trigger condition is met, a contact will enter the workflow and begin execution at the connected action, following the subsequent path from there.
Connection Rules
- A trigger can only be connected to one action.
- An action can only have one incoming connection, whether it's from a trigger or a previous action.
- If you connect an action that already has a "Next step" defined, the new connection will replace the previous one.
Enrollment Behavior
- A contact enters a workflow run based on a single trigger. Even if multiple triggers could apply, only one will initiate the enrollment.
- Statistics and workflow narration will reflect the specific trigger that caused the entry.
- If the workflow is configured to allow re-entry, the same contact can start a new run later with a different trigger.
Using Direct Trigger Routing
- Open your workflow in the Advanced Builder view.
- Add the necessary triggers and actions to your canvas.
- For each trigger, click its connector dot and drag the dashed line to the action where you want the workflow to begin for that trigger.
- To modify a connection later, simply drag the same dashed line to a new target action.
- Save and publish your workflow when you are finished.
Important Notes
- This feature is only available in the Advanced Builder.
- Every trigger must have a connection. If you do not set one, it will automatically connect to the Root (first) action.
- A contact will not run through multiple branches of the same workflow simultaneously.
- Before switching back to the Standard Builder, you must remove any Advanced Builder features, including direct trigger connections.
Frequently Asked Questions
Can a single trigger be connected to multiple actions?
No. Each trigger must connect to exactly one action to ensure predictable workflow execution.
What happens if I delete an action that a trigger is pointing to?
The connection will become invalid, and the trigger will automatically reconnect to the Root action until you assign it a new target.
Will contacts already in the workflow follow a new path after I update the connections?
No. Changes to the routing only apply to contacts who enroll in the workflow after the updated version is published.
Can I export a workflow snapshot that includes these direct trigger connections?
Yes. Workflow snapshots preserve all Advanced Builder configurations, including direct trigger routing.
Is this feature available in the Standard Builder?
No. You must use the Advanced Builder to create and edit direct trigger connections.