Automation actions explained

Actions are sequences of processes/methods that a contact proceeds through once they enter your automation. The action is executed when a contact performs each action in the automation path.

For example, you can use actions to communicate with your contacts via email. For example, you can use actions to update/add a tag to the contact list.
This article explains each automation Action, how they work, and when you might want to use them. Understanding each Action will give you an idea of the kinds of things that are possible to automate.
1
Send Email :
  • This action will send an email to the contact who goes through this step of the automation.
  • You can select/create an email.
  • You can also delay the time of the email by placing a wait condition before it.
You need to add a gateway first before proceeding with this Action.

2
Wait
  • This action will give a delay to automation at the current step.
  • You can select time, that how long they wait before proceeding to the next step.

3
Add Tag :
  • This action will add a tag to a contact(s) when they reach this step.

4
Remove Tag :
  • This action will remove a tag from a contact(s) when they reach this step.

5
If/Else :
  • This action splits a flow into multiple concurrent flows in your automation.
  • There are two paths: "Yes" and "No".
  • “Yes” is for contacts who match the conditions you defined for them and then the “No” path is for contacts who do not match the conditions.

Here are some options If/Else action have :
1

Tag

2
Custom Field
3
Has Visited A Step
4

Has Not Visited A Step

5

Has Submitted A Step

6

Has Not Submitted A Step

7

Has Purchased A Product

8

Has Not Purchased A Product

9

Has Opened An Automation Email

10

Has Clicked On An Automation Email Link

11

Has Not Clicked On An Automation Email Link

12

Has Entered Automation

13

Has Not Entered Automation

14

Has Ended Automation

15

Has Not Ended Automation

16

Has Opened A Broadcast Email

17

Has Clicked On A Broadcast Email Link

18

Has Not Opened A Broadcast Email

19

Has Not Clicked On A Broadcast Email Link

Click on the dropdown and select the conditions you want to add.
You can add multiple conditions on basis of AND/OR.

6
Jump :
  • This action allows you to move contacts to another step of this automation.
  • You can use it to bring contacts back to a specific node.
  • In other words, it works like loops.

7
End This Automation :
  • This action will end the automation.
Without "End This Automation", the automation will automatically end when the contact reaches the final step of automation.

8
End OtherAutomation :
  • This action will stop the contact from running through the specific automation that you choose for him/her.

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