Workflow Builder - Goal Event

Created by Belinda Henry, Modified on Fri, Jul 7, 2023 at 4:48 PM by Belinda Henry

   

In this article, we will cover Goal Events and how, and when to use them.

Goal Events allow to set a contact Goal for a workflow. The moment a contact enters the workflow the system will be "listening" for the specified Goal Event to occur regardless of the step the contact is in. Once the contact has met the goal conditions, the contact will be pulled into the goal step, regardless of where they are in the workflow

Goal Events will remove the need for any secondary workflows that you've created that removes, continues or ends a workflow for a contact.

 

Navigating Workflow Goal Event

 

Search for the Goal Event” and click on it.

 

 

Here you can set up the event, for the type of goal. Currently you can select an email event and trigger links

 



Here you can choose any of the email steps in the workflow



Here you can set the conditions of this goal event, for email you can select if the email was clicked, opened, unsubscribed, spammed, or bounced.

 

 

Here you can select what to do when a contact reaches a Goal Event without meeting the preset conditions. You can choose to end the workflow for that contact, continue anyway or wait until the goal is met.

 



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