How to Set Up Workflow Goal Events
Introduction
Goal Events are powerful tools for automating and optimizing workflows. They serve as triggers that advance contacts through various stages in a workflow, making processes more efficient and user-friendly. In this comprehensive guide, we'll discuss everything you need to know about Goal Events, from setting them up to their applications and FAQs for each type.
Please Note:
For version 1, we restricted Goal Event filters to email events, adding or removing tags, trigger link clicks and appointment status only. We plan to add more goals events in the future, such as forms submissions, etc.
Also currently we are restricting to ONE Goal Event per workflow.
How to Set Up Goal Events in Workflows
Identify the Workflow: Determine the workflow where you intend to incorporate the Goal Event.
Choose the Goal Event Type:
Decide which type of Goal Event will be used, such as 'Received an Email,' 'Clicked a Trigger Link,' 'Contact Tags,' or 'Appointment Status.'
Insert the Goal Event: Place the Goal Event at the suitable phase within your workflow.
Set Conditions: Specify the conditions that must be met for a contact to reach the Goal Event.
Test: Before fully implementing, conduct tests to ensure the workflow functions as anticipated.
How do Goal Events Work?
Goal Events serve as milestones in your workflow. When a contact meets the conditions set for a Goal Event, they are automatically moved to the respective goal step, skipping any intermediate steps.
What happens if the contact reaches a Goal Event without meeting its conditions?
If a contact reaches a Goal Event without satisfying its conditions, they will not proceed to the goal step and will instead continue following the existing workflow steps. There would be 3 options to select from:
1. End this workflow
2. Continue Anyway
3. Wait until the Goal is met
What Goal Events are Currently Supported
1. Received an Email Event
For the "Email Received Event" setting, choose the specific actions that you want the system to track. Your options include:
Clicked
Opened
Opted Out (Exclusive to Mailgun)
Filed a Complaint
Marked as Spam
Usage Cases
Newsletter Sign-Up: Move contacts who have received a welcome email to a new subscriber nurturing campaign.
FAQs
Can this handle multiple email receipts?: Yes, the system can move each contact independently based on the email they receive.
2. Clicked a Trigger Link
For the "Trigger Link Clicked" option, kindly choose from the trigger links available in the dropdown list.
Usage Cases
E-commerce: Customers clicking on a promotional link can be moved to a targeted marketing campaign.
FAQs
What if a contact clicks multiple trigger links?: Each trigger link could have its own Goal Event, and the system will move the contact accordingly.
3. Contact Tags (Add & Remove)
When a specific tag is applied to a contact, they are moved to the designated goal step — this is what happens under the "Contact Tag Added" setting.
When a designated tag is taken off a contact, they are automatically shifted to the targeted goal step — this is the function of the "Contact Tag Removed" option.
Usage Cases
Membership Levels: Upgrade or downgrade members automatically based on added or removed tags.
FAQs
Can tags be dynamically added?: Yes, tags can be manually or automatically added and will still trigger the Goal Event.
4. Appointment Status
For the "Appointment Status" option, first choose a Calendar using the dropdown list, and then pick any combination of the "New," "Confirmed," and "Showed" statuses.
Usage Cases
Client Onboarding: Automatically move new clients to the next phase after a 'Confirmed' introductory meeting.
FAQs
What if an appointment is canceled?: If an appointment is canceled, the Goal Event stays as is, and additional workflows may be required to manage this change.
Why Would You Want to Use Goal Events?
Goal Events not only make your workflow more efficient but also eliminate the need for multiple secondary workflows. They allow you to design workflows that adapt dynamically to the behaviors and actions of your contacts, making the entire process more seamless and efficient.