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Steps tab |
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Steps tab |
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Steps tab |
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Steps tab |
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On this tab, you can find the process designer, a tool for designing automation processes using steps.
The process designer consists of a toolbar and a grid. By placing steps from the toolbar onto the grid and connecting them, you form a graph that represents the automation process.
To get acquainted with the process designer, read On-line marketing guide -> Marketing automation -> Working with the process designer.
You can use the following types of basic steps to design automation processes:
Step |
Description |
Standard |
Basic approval step. Allows designated users or roles (e.g. marketing managers) to decide whether the process continues to the next step. |
Condition |
Splits the process into two branches based on a condition. The process automatically transitions to the next step according to the result of the condition. |
Multi-choice |
Splits the process into any number of branches based on a set of conditions.
•If exactly one condition is met, the process automatically continues through the given branch. •If multiple conditions are fulfilled, designated users need to manually choose the next step. |
First win |
Splits the process into any number of paths based on a set of conditions. The process automatically continues through the branch whose condition is met first. |
User choice |
Splits the process into any number of branches. Designated users need to manually choose the next step for each contact in the process. |
Wait |
Halts the process for a specified amount of time before continuing to the next step. |
Finished |
Represents the end of the process. |
You can also embed actions into processes. When a contact reaches an action step in a process, the system automatically performs the given action.
Action step |
Description |
Change contact account |
Adds or removes the contact from an account. |
Change contact group |
Adds or removes the contacts from a contact group. |
Delete contact |
Deletes the contact. |
Import to Salesforce |
Replicates the contact into a lead in a target Salesforce organization.
You need to have Salesforce replication set up for your website to use this action. |
Log custom activity |
Logs a custom activity for the contact. |
Newsletter subscription |
Subscribes or unsubscribes the contact from a newsletter. |
Send e-mail |
Sends an e-mail (to any address). |
Send newsletter issue |
Sends a newsletter issue to the contact.
Note: When performing this action step, the process automatically adds the contact as a subscriber for the newsletter containing the specified issue. |
Set contact property |
Inserts a new value into one of the contact's properties (fields). |
Set contact status |
Changes the contact's status. |
Start process |
Triggers a different marketing automation process for the contact.
Based on the recurrence settings of the target process, this action can result in multiple unnecessary instances of the process running concurrently. |
Update from Data.com |
Updates the contact's information with the data found in the Data.com database. The step connects to Data.com using a specified account.
See also: Data.com integration |
To add a step to the process designer, drag it with your mouse from the toolbar onto the grid.
Once you add a step to the grid, configure it by clicking the pencil icon in its top right corner.
Multi-choice steps allow you to create new choices/cases by clicking the plus icon in their top right corner.
Delete a step by clicking it and pressing the Delete key. You can also use the Delete button in the top right corner of the step, or select the step and click Delete in the toolbar.
When you place the steps onto the grid, connect them together. To do so, drag the source point from the first step to the second one.
To change a connection, select it by dragging any of the end points to another step.
To delete a connection, click it and press the Delete key or click Delete in the toolbar.