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    Campaign Builder Actions

    About

    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
    • Webhook

    Actions available to Campaigns

     

    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. 

    wait filters make the Contact wait for a specified number of days and hours

    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. 

    a Split divides up the Contacts into two paths in the campaign

    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.

    a fork sends the contact down both paths

    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.

    a condition splits the Contacts based on a yes/no equation

     

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