Goal Trigger (Action)

The Goal Trigger feature is designed to automatically advance contacts to the subsequent stage in a workflow as soon as they fulfill the criteria set by the user. This advancement can take place irrespective of the contact’s current position within the workflow. This functionality is particularly useful for stopping further workflow actions once a customer has achieved a specific goal, like completing a transaction.

Action Naming

Users have the flexibility to name the Goal Trigger in alignment with their objectives, or they can retain the default name.

Choosing a Goal Type

Users can select a Goal Trigger to set up a specific target within a workflow. Upon a contact’s entry into the workflow, the system immediately begins to monitor for the occurrence of the designated Goal Trigger, regardless of where the contact is in the workflow.

Email Trigger - This option allows the system to draw prospects into the workflow whenever predefined conditions related to an email event are met, regardless of their current position in the workflow. Users can specify the exact email event, such as an email being opened or a recipient unsubscribing.

Trigger Link Click - As soon as a prospect clicks a designated trigger link, they are moved into the workflow, no matter what step they were on.

Currently, only one Goal Trigger can be set up per workflow.

Select the email step to monitor

Users can specify which step in the email process the system should wait for by choosing the appropriate option under “Select email step to monitor.”

Choosing the Email Trigger Event

Based on your goal, select the relevant email trigger from the options provided. You can choose one or multiple events by checking the corresponding boxes.

• Opened - Use this option to activate the trigger after an email is opened.

• Clicked - Choose this when the goal should be triggered by a link click.

• Unsubscribed - Select this if you need actions triggered after a prospect unsubscribes.

• Complained - This option allows actions to be triggered when an email is marked as spam by a recipient.

• Bounced - If an email bounces, you can configure the system to remove that email from the list.

Options if the contact reaches the goal without meeting conditions

If the contact arrives at the goal step in your automation without meeting the trigger conditions, you can choose from three options:

1. End Workflow - Ends the workflow even if the goal conditions aren’t met.

2. Continue Anyway - Proceeds with the remaining actions even if the goal hasn’t been achieved.

3. Wait until Goal is met - Pauses the workflow until the contact meets the goal conditions.

Save Changes

This tab allows you to save any adjustments made to your Goal Trigger.