The Goal Event feature automatically moves contacts to the next step in the workflow once they meet the goal conditions that the user has specified. This can happen regardless of where the contact is in the workflow. This workflow action is great for ending a stream of workflow actions once a customer has met your goal, such as completing a Purchase.

Action Name

The user can customize the name of the Goal Event according to the objective or leave it as the original conventional name.

Select the type of Goal

Goal Events can be chosen to establish a contact Goal for a workflow. Once a contact joins the workflow, the system starts monitoring the specified Goal Event to occur regardless of the current step of the contact.

• Received an Email Event: The Email event enables the system to pull prospects into the workflow, irrespective of their current step, when certain conditions relating to the email event occur. Users can select the specific email event they want the system to recognize, such as email opened or unsubscribed.
• Clicked a Trigger Link: Once the prospect clicks on a trigger link, they will be pulled into the workflow regardless of where they are in the step.
• Added a Contact Tag: When a specific tag is added to a contact, the system triggers the goal and moves the contact to the next step of the workflow.
• Removed a Contact Tag: If a tag is removed from a contact, it serves as the goal condition, advancing the contact through the workflow.
• Appointment Status: When a specific appointment status is updated (e.g., booked, canceled, or no-show), the system recognizes this as the goal and takes appropriate action based on the workflow setup.

📌NOTE: At the moment, we can only add one (1) goal event for each workflow.

Pick The Email Step To Wait For

Users can select the step for the email event using the Pick email step to wait for the option.

Selecting Email Event

From the options below you can select the email event depending on your objective. From the checkboxes, you can select one or more events as per your goal.

• Opened: Use this to activate the goal event after the email is opened.
• Clicked: Use this when you need the goal event after the prospect has clicked on the link.
• Unsubscribed: Use this when you have several goal actions after the prospect clicks on the unsubscribe link.
• Complained: This is used to perform the actions when the client has marked your email as spam and you have already created the actions to be performed in such events.
• Bounced: In case one of your emails was bounced, you will have the ability to remove such emails from the list.

Action When The Contact Reaches the Goal Without Meeting Its Conditions

If the Goal event was not reached by the time the contact reaches the goal action in your automation, there will be 3 options to select from:

• End this workflow: This allows you to end the workflow even if the contact has not met the goal condition yet.
• Continue Anyway: If you need the system to perform several actions when the contact has not met the goal condition, you can use this
• Wait until the Goal is met: With this option, you can let the system wait until the goal conditions are met.

Save Actions

Click the Save Action button to save the changes you have made in your goal event.

The Goal Event feature is a powerful action for streamlining workflows by intuitively advancing contacts based on specific conditions. Whether your objective is to track email interactions, link clicks, or other key actions, this feature ensures that your workflows are responsive and efficient. By customizing goal types, email events, and subsequent actions, you can tailor the system to align with your business needs.