Introduction to Goal Events
Goal Events are a game-changing addition to The CRM's workflow arsenal, allowing you to set specific objectives or "goals" within a workflow. The moment a contact enters the workflow, the system begins to "listen" for a particular event that signifies the goal has been reached. Upon achieving this predefined condition, the contact is instantly moved to the designated goal step, bypassing any previous steps if necessary. This capability ensures that workflows are not just linear but can dynamically adapt to the actions and engagement levels of contacts.
Key Features:
Dynamic Workflow Progression: Contacts can leapfrog to relevant stages based on their actions.
Efficient Contact Management: Reduces the need for multiple workflows by centralizing goal-oriented actions within a single workflow.
Versatile Application: Supports a variety of goal conditions, including email interactions, tag changes, trigger link clicks, and more.
Setting Up Goal Events
Configuring Goal Events within your workflow is straightforward:
Choose the Goal Event Action:
Within the workflow editor, select the "Goal Event" action to add it to your workflow.
Define the Goal Event: Specify the type of Goal Event from the available options, such as "Received Email Event," "Clicked a Trigger Link," "Added a Contact Tag," "Removed a Contact Tag," and "Appointment Status."
Customize Conditions: For each Goal Event, define the specific conditions that must be met for the contact to be moved to the goal step.
This flexibility allows you to tailor the workflow precisely to your business needs, ensuring that contacts are always engaged with the most relevant content or actions.
Supported Goal Events
For the initial launch (version 1), the Goal Event feature supports a curated list of event types:
Received an Email Event: Engage contacts based on email interactions such as opens, clicks, and unsubscribes.
Clicked a Trigger Link: Trigger workflows based on contacts interacting with specific links.
Contact Tags (Add & Remove): Utilize tags to dynamically route contacts through workflows based on their behavior or status changes.
Appointment Status: Move contacts through workflows based on changes in appointment status, enhancing engagement in booking and scheduling scenarios.
The CRM is committed to expanding the repertoire of supported Goal Events, with future updates slated to introduce even more versatility to this powerful feature.
Why Goal Events?
Goal Events are not just an enhancement; they're a paradigm shift in how workflows can be utilized. Here are several compelling reasons to incorporate them into your strategies:
Streamlined Processes:
Minimize the need for secondary workflows by directly moving contacts to relevant steps within a single workflow.
Enhanced Engagement: Automatically adjust the contact's journey based on real-time actions, ensuring they receive the most appropriate content or follow-up.
Increased Efficiency:
Save time and resources by reducing manual intervention and automating the progression of contacts through various stages of engagement.
In summary, the Workflow Action Goal Event feature from The CRM represents a significant leap forward in automated contact management. By enabling a more dynamic, responsive, and efficient way to handle workflows, businesses can expect to see improved engagement, higher conversion rates, and a more streamlined operational process. Whether you're looking to enhance sales funnels, manage event registrations, or personalize content delivery, Goal Events offer the tools you need to achieve your objectives with unprecedented ease and effectiveness.