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