Action elements do something with your Contact. The following Action elements are available:
- Add to Campaign
- Update Contact (any editable field)
- Change Tags
- Send Email
- Send SMS
- Send to Fulfillment
- Assign Task
- Send Postcard
- Give WordPress membership access
- Remove WordPress membership access
- Add to Facebook Custom Audience
- Cancel open orders
- Recharge transactions
- Add product to purchase history
- Add to lead router
- Notify Someone with SMS
- Notify Someone with Email
How Actions Relate to Other Elements
Actions are very straight forward, and act on any Contact who reaches the Action element. To apply an Action to only a portion of your Contacts on the Campaign Map use Filter Elements prior to the Action.
To make everyone Wait before the Action: Use a Wait filter just before the Action.
To Split Test an Action: Use a Split element just before the Action. On each leg of the Split, insert the Action you want to test. You can configure the Split to send equal or unequal percentages down the legs of the Split (50/50, 60/40, 80/20, etc.), insert Wait elements in each leg (or just one), etc.
Conditional Action While Continuing On in the Campaign: In cases where you want to have an Action conditioned on some other achievement but still have the Contact progress through the rest of the Campaign, use a Fork. The Contacts all go down both legs of a Fork, so you can have them branch off to wait for an event using a Goal while continuing on in the main Campaign.
Use a Condition to Separate the Contacts Prior to the Action: To segment the Contacts based on any condition prior to applying the Action element to them, you can also use a Condition.
Articles in this section
- Campaign Builder Introduction
- Best Practices: Campaign Builder
- Campaign Builder Triggers and Goals
- Campaign Builder Actions
- Campaign Builder Checklist
- Campaign Builder Modes
- Campaign Builder Revision History
- Add, Copy, Move and Delete Campaign Elements
- Ready to Use Campaigns: Using the Marketplace
- Get Started with Performance Mode