Understand Process Components in Marketing Automation

Process components in Zoho Marketing Automation control the direction a contact takes as they move through a journey. They sit between the trigger and the actions, deciding what happens next.

What process components do

Once a contact enters a journey, process components determine their path based on predefined criteria (such as a field value or list membership), their behaviour (such as whether they opened an email), or a random split used for testing.

Using process components

1. Add a process component after the trigger, or between actions, wherever the journey needs to branch or wait.
2. Configure the condition it checks, for example a contact field, an engagement action, or a time delay.
3. Connect each possible outcome (yes/no, or each branch) to the next component in the flow.

Common uses

• Waiting a set period before the next action.
• Branching contacts based on whether they clicked a link or opened an email.
• Splitting contacts randomly to test two different follow-up paths.

Frequently asked questions

What is the difference between a process and an action component?

A process component decides which direction a contact takes next, while an action component gets the contact to do something or engages them directly.

Can a journey split contacts into different paths?

Yes, process components can branch contacts down different paths based on criteria, behaviour, or a random split.

Do I need a process component in every journey?

Not always. Simple journeys can run as a straight line of actions, but process components are useful once you need branching or waiting logic.

Need help?

Need help using process components in Zoho Marketing Automation? Contact support@thoughtlogik.com or see our Zoho implementation services.