Automation

Update Contact Field In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. How to Update Contact Field This action updates a field in the contact record. Fields Choose the contact field you will […]

Facebook -Add To Custom Audience This action adds a contact to a ‘custom audience’ on Facebook. Action Name Connect

This action removes a contact from a ‘custom audience’ on Facebook. Action Name Connect

Facebook Conversion API In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. Facebook Conversion API The Conversions API allows advertisers to send web events from their servers directly to Facebook by overcoming the

Membership Grant Offer In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. This action grants contact access to a specific membership product. How to Grant Contact’s Offer Select the membership offer you want

Membership Revoke offer This action removes a contact’s access to a specified membership product. In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. How to Revoke Offer Select the membership offer you want

If / Else Event When you have a list of conditions and one or more than one conditions is met, it will go down the path to perform the workflow actions. In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able

Wait In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. The ‘Wait’ step is a beneficial event that can be used in workflows. Wait For There are different Wait Events that can be

Go To In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it. “Go-To” action enables you to jump a contact to another branch or step within a workflow. It can only be at the

Math Operation   Math operation function used to calculate or score something. For an example, If we want to give a score to a lead based on their activities and responses to the marketing campaign, we can setup the math operation inside of a workflow for the system to take care of the math operations.