Using Actions in Workflows

Avatar

By Josh Slone

updated about 3 hours ago

Once an individual has "triggered" the workflow, you'll want to add "Blocks". These are the things that will happen once the workflow begins. There are 7 types of blocks and this article will deal with the most extensive block — Actions.

If you'd like to learn about the other blocks, you can click here. In order to find out more about creating a workflow and setting up an enrollment trigger, you can find that here. And to see a full-length webinar explaining workflows, that's right here.

Here is a gif highlighting all of the Actions that can be used in a Workflow:

Here are a list of all actions that can take along with a brief description of each.

Send an emailOnce this step is reached a specific email you create inside the workflow will be sent.
Notify a teammateOnce this step is reached a notification email will be sent to yourself or a team member.
Apply a tagUse this action to apply a specific tag to an individual at this point in the workflow.
Remove a tagUse this action to remove a specific tag from an individual at this point in the workflow.
Subscribe to a campaignOnce this step is reached, the individual will be subscribed to a specific campaign you choose.
Move from one campaign to anotherOnce this step is reached, the individual will be moved from one campaign to another campaign of your choice.
Restart a campaignOnce this step is reached, the individual will restart a specific campaign you choose.
Enroll into another workflowOnce this step is reached, the individual will be enrolled into another workflow of your choice.
Remove from another workflowThis action removes an individual from a different workflow upon reaching this step in the current workflow.
Set a contact property valueSet custom properties to an individual who reaches this action in the workflow.
Perform mathAdd, subtract and perform other math once an individual reaches this point in the workflow (i.e. lead scoring).
Delete the contactThis action completely removes the contact from your list of contacts.
Unsubscribe the contactThis action removes the individual from one or more campaigns (based on which you choose).
Trigger a webhookAllows users to trigger a webhook that has been previously setup.
Add to Facebook Custom AudienceOnce an individual reaches this action, they will be added to a Facebook Custom Ad Audience of your choice.
Remove from Facebook Custom AudienceOnce an individual reaches this action, they will be removed from a Facebook Custom Ad Audience of your choice.


Potential Use Cases

  • Lead Nurturing: Perhaps the trigger is that an individual has submitted a form and became a subscriber in the process. This enters them into a workflow which will "Subscribe to a campaign" for new subscribers. Once that is finished, you can "Apply a tag" highlighting that they've went through the new subscriber campaign and then "Move from campaign to another". This series of steps would be 3 different actions in a single workflow.
  • Lead Scoring: Apply tags and perform math in order to give your sales reps a detailed view of your leads. Once leads reach a certain score, or are given certain tags, a notification email may be sent to a representative to reach out to the particular lead.
  • In Conjunction with Other Blocks: Once your workflow performs an action, like "Send a broadcast email", you can use other blocks to supercharge your automation. For instance, if the email has a link inside, you can create a "Decision" to show whether or not the recipients of the email clicked on the link inside. 

Note: For more information on webhooks, please check our developer docs: https://developers.getgist.com/#validation-of-webhooks-events

In order to see how other "Blocks" operate, you can view the knowledge base article here.

Did this answer your question?