Skip to main content

Workflow Action: Goal Event

Charie

Goal Event in Workflows

 

If a contact meets a certain goal or condition within a workflow, you may want to move them automatically to a specific part of the workflow, without being required to complete additional steps. We’ve created the Goal Event in Workflows to help you achieve just that.

 

Goal Events allow you to set a specific goal for a workflow. From the time a contact enters a workflow, the system will be watching for the specified event to occur no matter what step the contact is in. When the contact achieves that specific event/condition, they’ll be moved to the goal step directly.

 

How to Add a Goal Event to a Workflow

 

Step 1: Navigate to the Workflow where you wish to add the Goal event

 

Step 2: Select the Workflow action called “Goal Event”

*Note: Only one Goal Event can be added to any given Workflow

 

Step 3: Select “Type of Goal” and choose one of the following:

  • Received an Email Action - 

This will give several email actions to choose from: 

  • Clicked

  • Opened

  • Unsubscribed (only available for specific email providers)

  • Complained

  • Spam

  • Clicked Trigger link - 

This will give options to select from trigger links that you created yourself.

  • Added a Contact Tag - 

This will give options to select from contact tags that you created yourself.

  • Removed a Contact Tag - 

This will give options to select from contact tags that you created yourself.

 

 

Step 4:  Select an option for when a contact has not met conditions

Select an option for when your contact reaches the Goal Event in your automation without meeting the Goal Event conditions; there will be 3 options to select from:

  • End this workflow

  • Continue Anyway

  • Wait until the Goal is met

 

Step 5: Select “Save Action”

 

Now when the Goal Event conditions are met, your contact will jump to the Goal Event in this workflow regardless of what step they were in.

 

Why are Goal Events Helpful?

 

A significant advantage to using Goal Events is that they remove the need for secondary workflows that you've created to remove, continue or end a workflow for a contact. This simplifies your workflow structures.