Using Actions in Workflows
updated 11 months 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||Send a one-off email to the contact.|
|Send an internal email||Send a notification to yourself or teammates with information about the contact.|
|Apply a tag||Apply a specific tag to the contact.|
|Remove a tag||Remove a specific tag from the contact.|
|Send a campaign||Send a particular campaign to the contact. They will stay in this step until they receive all campaign emails or meet the exit conditions for the campaign.|
|Remove from a campaign||Remove the contact from a particular campaign.|
|Move from one campaign to another||Move the contact from one campaign to another campaign.|
|Restart a campaign||Restart the contact from the beginning of a particular campaign.|
|Enroll into a workflow||Add the contact to a workflow.|
|Remove from a workflow||Remove the contact from a workflow.|
|Set a contact property value||Set a property value for the contact.|
|Perform math||Perform basic math calculations to add, subtract, multiply or divide numeric values and adjust contact property values. Use this to calculate the number of appointments or interactions a customer has or calculate a running total.|
|Delete the contact||Delete the contact (and all their data) from your workspace.|
|Unsubscribe the contact||Unsubscribe the contact from a particular campaign or from all emails.|
|Trigger a webhook||Post a JSON of the contact data to a URL.|
|Add to Facebook Custom Audience||Add contact to a Facebook custom audience.|
|Remove from Facebook Custom Audience||Remove contact from a Facebook custom audience.|
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.