Workflow Steps
Switch
A Switch step is like a Branch step with more than two possible outcomes. You add one case per outcome, each with its own condition, plus a default path used when nothing matches.
Choose a mode:
Match first — checks cases in order and uses the first match’s connected path. If nothing
matches, or that first match has no connected path, it uses the default.
Match all — starts child runs for all matching cases with connected paths. These run
independently at the same time, and the parent waits. If there are no connected matching paths,
it uses the default instead. Use this when more than one reminder may apply to the same person.
Example uses:
Route a new lead to a different follow-up sequence depending on which class they inquired about (Match first).
Send one or more targeted reminders to a member depending on which conditions apply to them at once — overdue balance, expiring membership, low attendance — without the reminders being mutually exclusive (Match all).
In Match all mode, matched paths don’t rejoin back into the main run afterward — each one runs to completion on its own. If you need the run to continue with a single next step after the Switch, put that step on each matched path individually, or restructure using Match first if the cases are exclusive.

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