TABLE OF CONTENTS


Overview

The  Goal Event enables you to set specific milestones within a workflow. When a contact meets the defined goal, this action can automatically adjust the workflow by skipping certain steps, moving the contact to in the workflow as complete. From the moment a contact enters the workflow, the system will "listen" for the specified Goal Event to occur regardless of the contact's step.


Action Name

 Goal Event


Action Description

The Goal Event action allows you to define and track specific objectives within a workflow. When a contact achieves the goal, the system can automatically move them to a designated step, skip actions, or end the workflow. This feature helps streamline processes by focusing on key objectives, ensuring contacts are handled appropriately based on their interactions.

Supported Goal Events:

  • Email Events: Such as opened, clicked, unsubscribed, etc.
  • Trigger Link Clicks: Detects when a contact clicks a specific link.
  • Contact Tags: Reacts when tags are added or removed from a contact.
  • Appointment Status: Tracks changes in appointment statuses like new, confirmed, or showed.


Action Details


Step-by-Step Guide

  1. Choose the Action Type:

    • Select "Goal Event" from the list of available actions within the workflow builder.

  2. Name Your Action:

    • Enter a descriptive name, such as "Lead Conversion Goal."

  3. Select the Goal Event:

    • Choose the type of event that will trigger the goal. Supported events include:
      • Email Events: Such as when a contact opens, clicks, or unsubscribes from an email.
      • Trigger Link Click: When a contact clicks a specific link in your communications.
      • Contact Tags: When a specific tag is added or removed from a contact.
      • Appointment Status: When an appointment status changes to new, confirmed, or showed.

  4. Define the Goal Criteria:

    • Specify the exact conditions that need to be met for the goal to be achieved. For example, if using email events, you might set the goal to trigger when a contact clicks a specific email link.

  5. Determine Workflow Response:

    • Decide what should happen when the goal is met:
      • Move to Next Step: Continue the workflow from the next defined action.
      • Skip Steps: Bypass certain actions and move directly to a specified step.
      • End Workflow: Conclude the workflow if the goal is the final objective.

  6. Handle Unmet Goal Conditions:

    • Choose how to proceed if a contact reaches the goal step without meeting the goal:
      • End the Workflow: Stop the workflow entirely.
      • Continue Anyway: Proceed with the workflow even if the goal is unmet.
      • Wait Until Goal is Met: Pause the workflow until the contact meets the goal.

      • Save and Activate:

        • After configuring the goal and its responses, save and activate the workflow to start monitoring contacts as they progress toward the goal.



Example


Scenario: A business wants to trigger follow-up actions when a contact schedules an appointment.

  1. Create Workflow Trigger:

    • Set up a workflow that tracks contacts as they progress through various stages, such as lead nurturing.

  2. Add Workflow Goal Action:

    • Name the action "Appointment Confirmed Goal."
    • Select the "Appointment Status" event and set the goal to trigger when the status is "Confirmed."

  3. Set Workflow Response:

    • Once the appointment is confirmed, have the workflow skip to a sequence that sends a confirmation email and prepares the necessary follow-up actions.

  4. Save and Activate:

    • Once active, the workflow will monitor contacts for appointment confirmations and adjust their journey accordingly.

  5. Outcome: Contacts who confirm appointments are automatically moved to the next step in the workflow, ensuring timely follow-ups and reducing manual management.