Workflow Action: Goal Event

Suppose a contact meets a certain goal or condition within a workflow. In that case, 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 that.

Goal Events allow you to set a specific goal for a workflow. When a contact enters a workflow, the system will watch 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 you options to select from trigger links 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 three options to select from:

• End this workflow
• Continue Anyway
• Wait until the Goal is met

 

Step 5: Select “Save Action”

When the Goal Event conditions are met, your contact will jump to the Goal Event in this workflow regardless of their step.

Why are Goal Events Helpful?

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