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Frank Hagan
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    Campaign Builder Actions

     

    About

    Action elements do something with your Contact. The following Action elements are available:

    • Add to Campaign
    • Add to Sequence (Legacy feature)
    • 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

    Use the search box in the upper right to search for a specific Campaign element, or scroll through the choices. 

    Add to Sequence and Add to Campaign Actions

    Actions happen immediately when the Contact reaches them, and the Contact progresses to the next Campaign element automatically in most cases. Two Action Elements have special timing considerations, the Add to Sequence and Add to Campaign elements.

    The Add to Sequence Action sends the Contact to the Sequence and waits until the Contact returns to continue on the Campaign. If the Contact never returns then they never progress past the Add to Sequence element. 

    Step Sequences: For legacy ONTRAPORT accounts, you must configure Step Sequences to  "Unsubscribe contact after last step":

    1. In the Step Sequence editor, click the Settings button 

      Step Sequence settings

    2. Check the checkbox next to "Unsubscribe contact after last step"

      check the unsubscribe after last step checkbox

    3. If you want to keep the Contact on the Step Sequence indefinitely, use a Fork element in the Campaign to send the Contact to the Step Sequence and continue on the Campaign at the same time.

    Date Sequences: Add a Rule Step to unsubscribe the Contact from that specific sequence after the last scheduled step in the Date Sequence. If the Date Sequence is an evergreen sequence that runs the date steps every year, they will stay on the Date Sequence indefinitely and never progress. Use a Fork element to send the Contacts to the Date Sequence and simultaneously have them continue on the Campaign Map. 

    use a Fork filter prior to the Sequence element to avoid timing issues with Date Sequences

    The Add to Campaign element will also wait until the Contact returns from the other Campaign. The Contact will have to reach an End or a End with Exit element before returning and progressing on the Campaign Map. If this is not the desired outcome, use a Fork element before the Add to Campaign element as explained above.

    Filtering Action Elements 

    Other Action elements are very straight forward, and act on any Contact who reaches the Action element. To apply an Action to a segment of your Contacts or delay it use Filter Elements.

    Wait Filters:
    To pause a Contact before the Action use a Wait filter.

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

    The Wait filter can be set to hold the contacts forever, until some time passes like the one pictured above, until a specific date arrives such as 1/1/2017, relative to a date field in the Contact Record (such as "3 days before the Birthday field"), or until a day of the week arrives ("Monday"). 

    Wait until some time passes:  Each day is a full 24 hours. If the Contact reaches the Wait element at 10:30 AM, and the Wait is configured to "Wait 1 day and then wait until 10 AM" the Wait will pause the Contact for a full 24 hours, until 10:30 AM the next day, and then wait until 10 AM is next seen (the following day). 

    Wait until a specific date: The Wait filter will advance Contacts only on the date specified. Contacts reaching the Wait filter before the date will simply pause until that date arrives. Contacts arriving at the Wait filter after the date has passed will be paused there forever, and never progress. To create a Campaign with specific dates for something like a newsletter, use a series of Triggers set to "Today is <date>" as explained in this Q & A article

    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 is especially helpful if you use a Add to Sequence or Add to Campaign element (see the Add to Sequence and Add to Campaign Actions section above). 

    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

    End:
    Adding an End stops the contact on that path. You can optionally have the End element also remove the Contact from the Campaign Map Path they are on (shown as an "Exit" End). Note this action will NOT remove the contact from all paths on the Campaign Map, and only removes them from that individual path.

    the End - Exit element on a Campaign Builder Map

    If you delete the End element to add more steps, the Contacts will be removed from the Campaign as well. If you know you will want to add new Campaign elements to the Campaign path later, use a Wait element set to "Forever" before the End to hold the Contacts. You can add new elements between the Wait and the End, and then edit the Wait to hold them for a specific period of time such as 30 minutes. The Contacts on the Wait will then flow to the next element.

     

     

     

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