Introduction
Workflow elements
- Workflow Event: Contact added to system
- Workflow Event: Basic information added to existing Contact Card
- Workflow Event: Basic information modified on Contact Card
- Workflow Event: Tag assigned to Contact
- Workflow Event: Tag scoring reached or exceeded
- Workflow Event: Standard detail added to Contact
- Workflow Event: Standard detail modified for Contact
- Workflow Event: Dictionary detail added to Contact
- Workflow Event: Date from dictionary detail is approaching/approached
- Workflow Event: Contact provided postal code starting with
- Workflow Event: Contact scoring changed to
- Workflow | Event: Contact scoring changed to more than
- Workflow Event: Email Marketing consent status changed to opt-in
- Workflow Event: Email Marketing consent status changed to opt-out
- Workflow Event: Any email opened by Contact
- Workflow Event: Specific email opened by Contact
- Workflow Event: Loyalty Program points scored by Contact
- Workflow Event: Link in email clicked by Contact
- Workflow Event: Birthday email sent to Contact
- Workflow Event: Mobile Marketing status changed to opt-in
- Workflow Event: Mobile Marketing status changed to opt-out
- Workflow Event: Text message delivered to Contact
- Workflow Event: Website visited after searching for phrase
- Workflow Event: URL was visited
- Workflow Event: Website visited from specific source
- Workflow Event: Any Personalized Banner variant clicked by Contact
- Workflow Event: Specific Personalized Banner variant clicked by Contact
- Workflow Event: Contact added to stage in funnel
- Workflow Event: Contact newly added to RFM report
- Workflow Event: External Event assigned to Contact
- Workflow Event: Contact changed Loyalty Program tiers
- Workflow Event: Key Information provided by Contact
- Workflow Event: Preference for Channels & Frequency indicated by Contact
- Workflow Event: Custom consent assigned to Contact
- Workflow Event: Owner changed for Contact
- Workflow Event: Note added to Contact
- Workflow Event: Task on Contact Card completed
- Workflow Condition: Contact has tag
- Workflow Condition: Tag scoring equals or exceeds
- Workflow Condition: Contact has standard detail
- Workflow Condition: Contact has dictionary detail
- Workflow Condition: Date from dictionary detail
- Workflow Condition: Contact scoring equals
- Workflow Condition: Contact scoring is more than
- Workflow Condition: Contact has External Event
- Workflow Condition: Contact has opt-in status for Email Marketing
- Workflow Condition: Contact has opt-out status for Email Marketing
- Workflow Condition: Contact has email address at specific domain
- Workflow Condition: Contact opened email
- Workflow Condition: Contact clicked on link in email
- Workflow Condition: Contact received a number of emails
- Workflow Condition: Contact received text message
- Workflow Condition: Mobile app user is in dynamic segment
- Workflow Condition: Contact visited any monitored website
- Workflow Condition: Contact visited URL
- Workflow Condition: Contact visited website after searching for phrase
- Workflow Condition: Contact visited website from specific source
- Workflow Condition: Contact is at stage in funnel
- Workflow Condition: Contact is in specific RFM segment
- Workflow Condition: Prediction of churn occurrence
- Workflow Condition: Prediction of purchase occurrence
- Workflow Condition: Contact has a number of Loyalty Program points
- Workflow Condition: Contact is in specific Loyalty Program tier
- Workflow Condition: Contact has Key Information
- Workflow Condition: Contact has specific preferences for Channels & Frequency
- Workflow Condition: Contact has custom consent with specific status
- Workflow Condition: Contact has specific owner
- Workflow Condition: Contact has main owner from user group
- Workflow Condition: Contact has note
- Workflow Condition: Email sent to Contact
- Workflow Action: Set Contact scoring
- Workflow Action: Increase/Decrease Contact scoring
- Workflow Action: Add tag to Contact
- Workflow Action: Increase/decrease tag scoring
- Workflow Action: Remove tag from Contact
- Workflow Action: Add/change standard detail
- Workflow Action: Add/change dictionary detail
- Workflow Action: Change Email Marketing status to opt-in
- Workflow Action: Change Email Marketing consent status to opt-out
- Workflow Action: Send email to Contact
- Workflow Action: Change Mobile Marketing consent status to opt-in
- Workflow Action: Change Mobile Marketing consent status to opt-out
- Workflow Action: Send text message to Contact
- Workflow Action: Send WhatsApp invitation
- Workflow Action: Send Mobile Push notification
- Workflow Action: Send Web Push notification
- Workflow Action: Display/hide Personalized Banner
- Workflow Action: Generate coupon for Contact
- Workflow Action: Run Automation Rule
- Workflow Action: Run Website Automation Rule
- Workflow Action: Add Contact to specific stage in funnel
- Workflow Action: Remove Contact from funnel
- Workflow Action: Add/Remove Loyalty Program points
- Workflow Action: Change custom consent status
- Workflow Action: Add/delete Contact in Google Ads group
- Workflow Action: Add/delete Contact in Adform group
- Workflow Action: Add/delete Contact in Facebook Custom Audience
- Workflow Action: Send Contact data to Zapier
- Workflow Action: Assign owner
- Workflow Action: Assign random owner from user group
- Workflow Action: Add note on Contact Card
- Workflow Action: Add task on Contact Card
- Workflow Action: Send email alert to SALESmanago user
Events
Conditions
Actions
Workflow Analytics
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