Actions

By actions we mean all those elements which will be activated by the operator. These aspects manage and involve the leads included in the campaign. Examples of such actions are: modifying a lead’s score, moving a lead to a different campaign, associating the lead to a different list and last but not least sending an e-mail to the lead.

When creating a new campaign we can select one of these actions to start the workflow.

  • Adjust lead points: Allows for the adjustment of a lead’s score
  • Change campaigns: Allows to add or remove a lead from a campaign
  • Modify lead’s lists: Allows to add or remove a lead from a list
  • Push lead to integration: Allows to synch external platforms (I.e: CRM)
  • Send email: Allows to send an e-mail

 

All these actions allow for a delay prior to their execution, such as:

  • no pause: No delay
  • for interval: A set delay of minutes, hours, days, months or years of our choice
  • till date/time: A delay until a certain day/time

Once you have added an action it is more likely that you will also add a decision to your campaign.