In some situations, linear, step‑by‑step popups simply aren’t enough.
Imagine that you want to:
Create a quiz and reward visitors with a better discount when they give the right answers
Build a personalized guide that adapts its content based on visitors’ preferences
Ask Shopify visitors about their style and recommend products from different categories accordingly
Run a sequential questionnaire, while still allowing visitors to skip steps and jump directly to the final reward
These experiences can be created with the Branch form block. The Branch block replaces traditional Email, Phone or Survey forms and lets you design more sophisticated flows inside a single popup. Instead of giving every visitor the same generic experience, you can create conditional journeys that adapt in real time to their choices.
This feature is only available to customers on 2025 plans. If you want to get access, update to a new plan or contact us.
Branching forms are available for both popups and embeds.
Tutorial example
In the example below, we will show you how to create a personalized survey popup with a different experience customized by visitor persona. This campaign can perform up to 4x better than standard signup campaigns.
First you ask the visitor a question about them
Then you ask them to signup with a personalized message, design and offer.
Step 1 - Start from an existing template and remove existing forms
Most campaigns start from an existing template. Before adding a Branch block, make sure to remove any existing Email, Phone, Survey, or Spin to Win form from all steps of the campaign.
Only one form type is allowed per campaign, and in this case it must be the Branch block.
💡 In the future, we’ll provide templates that include Branch forms by default. Contact us if you need help designing your branching experiences.
Step 2 — Add the Branch form to your campaign
Drag and drop the Branch form block into your campaign. By default, this will create a form with two submit buttons.
You can fully customize both the fields and the buttons to match your use case.
Step 3 — Configure questions and branching buttons
Like a regular form, the Branch block allows you to:
Add questions to collect data from visitors (email, phone, custom fields, etc.)
Sync collected data with your Email and SMS integrations
In the example below, we ask visitors their objective for browsing an website providing educational services.
Add Buttons - By default, the Branch block comes with two buttons but you can add more of them by going into the Buttons tab of the Branch block then clicking on "+Add button".
2. Assign an ID to the button - Each submit button should have an ID. This ID is used to store the visitor’s answer. In our case it will be "learning_reason".
By default, the field ID will be synced with your ESP using the label (or "Button text") of the button. If you want to use a different value in your ESP database, click "Use different value" and type a more ESP friendly value. In our case we will use "basics", "skills" and "advanced".
3. Define what happens after each choice - Each button can trigger a different action.
For the first button ("Learn the basics"), set the action to:
Show next step → Step 2
For the next two buttons ("Improve my skills" and "Go deeper"), set the action to:
Show next step → + Create new branch
3. Create and manage branches - When you create a new branch:
A new path is added at the same step level
The branch is automatically named after the button label that created it
This makes it easy to visualize and manage multiple visitor paths inside the same campaign.
Step 4 — Customize each branch based on visitor choices
Once branches are created, you can design completely different experiences for each path. For example, you might:
Change images and copy
Display different products or recommendations
Offer different incentives or discounts
Use entirely different blocks and layouts
In our example, we only customized the image and text, but there are no limitations on how different each branch can be.
Step 5 — Go beyond simple branching
Branching doesn’t have to stop at a single decision point. You can combine multiple branches to create rich, interactive experiences.
Here are a few advanced use cases:
🔹 Multi‑level quizzes and guides
Add additional branching questions in later steps to further refine the visitor’s path. This is ideal for:
Personality or product‑fit quizzes
Guided onboarding flows
Progressive personalization
🔹 Optional steps and shortcuts
You can also use branches to let visitors skip steps.
Example:
Ask visitors to leave feedback before receiving a discount
Offer a Skip feedback option
If selected, the visitor jumps directly to the final reward step
This gives visitors more control over their experience while keeping your funnel flexible.
