[Workflow] Action: Goal
complete
S
Suresh Babu
GOAL
* Checks the condition in real-time
* Whenever the condition is met, the contact skips all the actions in between and jumps to the goal action even if it is in a different branch
* Activate goal (optional): only if contact is above the goal or contact is anywhere in the workflow
Should be able to check the following conditions in real-time:
* Email events
* Clicked a Trigger link
On meeting the Goal condition should be able to execute any action like Create/Update Opportunity, Update Contact Field/Tag, Add to /Exit Workflow, etc,..
Log In
C
Carlos Vazquez
This is great! If we can expand the goal conditions list to include items like booked appointment, completed purchased, tag is added, etc. These are usually the conditions that these workflows are trying to push the contact to complete.
Core Platform
complete
R
Ryan Egan
So basically Infusionsoft (KEAP)
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Shaun Clark
Ryan Egan: Or wait until next week :-)
S
Suresh Babu Sakthi
Merged in a post:
Allow "Goals" or "Jump To" in WorkFlow and Campaign
C
Carlos Vazquez
I sometimes need to use 1 workflow for multiple contacts.If a contact meets a specific condition "Ex: has tag, purchased-product" then I want them to be able to jump to a specific area in the workflow
HIGHLVL-I-3507
S
Suresh Babu Sakthi
Merged in a post:
Add Goals To Campaigns
A
Austin Ford
It would be nice to assign goals inside of campaigns to see how they are performing.Example 1: How Campaign Goals would work for Campaigns:https://www.loom.com/share/7fe88a4d46f14f4da11ce4558a9bfd23Example 2: How Campaign Goals would work for Emails: https://www.loom.com/share/db748b5a3b1747ea9eeb4db09a716cbcInside GHL you would set the goal as: When user gets added to X Campaign -or- when user gets X Tag -or- When user gets a added to X Pipeline... ECT
HIGHLVL-I-3071
S
Suresh Babu Sakthi
Merged in a post:
Workflow | Add "goal" feature to workflows like Hubspot's workflows
C
Chane A
Would also be cool if you can build in a "goal" feature like one is able to when setting up Hubspot worklows.
HIGHLVL-I-4054
S
Suresh Babu Sakthi
in progress
M
Mark Benda
Goals are one of the most powerful actions in ActiveCampaign. Makes building workflows much easier (can jump actions vs having to move to another workflow) and adds a valuable level of reporting.
S
Suresh Babu Sakthi
Please check this and share your thoughts
S
Suresh Babu Sakthi
Please check this and share your thoughts
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