What is a Branching Step?
The Branching Step, within the Flow Editor, lets you build different paths or routes within your flow, based on conditional logic.
Where do you add a Branching Step?
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To access this feature, navigate to Inquiries > Templates from the left nav and select any Inquiry template.
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A Branching step can be added by moving your mouse over the circular nodes between steps, turning them into a plus sign, or by selecting an existing Branching node to edit the conditional routes.
To add a new Branching Step, click the plus sign wherever you'd like the step to be added.
What can you do with Branching Step?
Dynamic user risk segmentation
The Branching Step offers the capability to dynamically adjust the level of friction within the collection flow based on real-time risk assessments. This means that you can direct high-risk users through a more stringent verification process, while sending low-risk users through a lower friction flow, improving the conversion rate for trustworthy users.
Customized user experiences
The Branching Step allows you to design tailored experience to meet specific business requirements. For example, the flow can be adjusted to differentiate based on age, such as denying access to users under 21, while allowing those over 21 to proceed. Similarly, geographical criteria can be applied, where users from countries that a business does not served are declined, and those from approved regions are successfully verified.
Pre-built Branching Steps
To help you get started, some branching steps are available as a part of drop-in Modules within Flow Editor. These branching steps include are part of a collection & verification flow for all Verifications (like Government ID or Selfie) that can be added via Modules.
Examples by Plan
Branching Step on the Essential Plan
Essential Plan customers can route or segment users through an Inquiry Flow based on an attribute that is collected or prefilled like age (e.g. under 21 or under 18).
For example in the below implementation, after a user goes through the Government ID Verification, this particular business has decided to allow users over age 21 to proceed to Selfie Verification and to automatically fail those under age 21.
A Branching Step on the Essential Plan can send users down up to 3 routes. An Inquiry Template on this plan holds up to 20 steps in total, counting Screen, Action, Branching, and Connector Steps together.
Branching Step on the Growth Plan
Growth Plan customers can route or segment users through an Inquiry Flow based on behavioral signals, verification checks passing, or specific verification reasons within the same Inquiry Flow.
On the Growth Plan and Enterprise Plan there is no cap on the routes a Branching Step can have, or on the number of steps an Inquiry Template can hold.
Plans Explained
Branching Steps by plan
| Startup Program | Essential Plan | Growth Plan | Enterprise Plan | |
|---|---|---|---|---|
| Branching Steps | Limited | Limited | Available | Available |