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Workflow Action: Split

The Split Action in Stack is a versatile tool designed to enhance your workflows by directing contacts through different paths. This feature is essential for automating lead management, conducting A/B tests, and refining engagement strategies.

Table of Contents​

What is the Split Action?​

The Split Action allows you to distribute contacts into various pathways within your workflow. You can set this distribution based on specific percentages or opt for a random allocation. This feature is particularly useful for testing different workflow versions or balancing workloads across teams.

Note: The Split Action operates with a single criterion: random. You can adjust the percentage of contacts directed down each path. If you need to split contacts based on specific criteria (like order size), consider using the If/Else Action.

Once a contact is assigned to a path, they will continue on that path. If they re-enter the same split, they will not be reassigned but will follow their original path.

How to Use the Split Action​

  1. Add the Split Action
    Navigate to the workflow builder, click the "+" icon to add a new action, then search for Internal > Split.

  2. Configure the Split Action
    Choose "Random Split" from the Distribution Type dropdown (the only option available).

  3. Configure Paths

    • Add or Remove Paths: You can create up to 5 paths, rename them, and set their percentage split.
    • Ensure 100% Total: The percentages must add up to 100%. If they don't, you'll receive an error and won't be able to save.
    • Set 0% Paths: You can configure paths with a 0% allocation, meaning no contacts will be directed there, as long as the total remains 100%.

  4. View Statistics
    Access the Action's Statistics tab to monitor how many contacts have entered each path and the overall distribution.

Use Cases​

  • A/B Testing: Experiment with different versions of emails, SMS, or other communications. For instance, send 50% of contacts an email with headline A and the other 50% with headline B.

  • Lead Routing: Allocate leads to sales teams or marketing channels based on capacity or expertise. For example, direct 75% to an experienced salesperson and 25% to a trainee.

  • Campaign Optimization: Determine the most effective strategies and adjust future workflows accordingly.

Frequently Asked Questions​

Q: What happens if the percentages don't add up to 100%?
A: The system will prompt you to adjust the percentages to total exactly 100% before proceeding.

Q: Can I change the split configuration after the workflow has started?
A: Yes, you can update the Split Action settings, but changes will only affect new contacts entering the workflow.

Q: How many paths can I create within a Split Action?
A: You can create up to 5 separate paths.

Q: Are contacts locked into their assigned path once they enter it?
A: Yes, once assigned, contacts will remain on their path, even if they re-enter the workflow.

Q: Can I view performance metrics for each path in real-time?
A: Yes, real-time performance metrics are accessible via the "Statistics" icon or by enabling the Stats View.

Q: Can I use Split Actions for non-marketing workflows, like customer support routing?
A: Absolutely! Split Actions are versatile and can be used for any workflow, including routing customer support tickets.