When creating a marketing automation workflow, you will build a series of steps that include entry points, actions and conditions. In the article, we'll detail each action to help you create the best workflows!

Workflow example

The following workflow is a workflow to send a coupon to your contact after their first purchase. You'll find:

1. The entry point: Website purchase
2. A condition: If/Else condition "Is it their first purchase?"
3. 2 Actions: Send a coupon if YES and Add to Loyal customer list if NO

What are the Actions?

After choosing one or several entry points, you can select a series of actions and conditions in your workflow. Just click the + icon below the entry point to add either an action or a condition.

We'll detail the available actions below:

• Send an email, SMS or notification
• Add the contact to a list or remove from a list
• Actions on the contacts
• Actions on the workflow
• Advanced actions

Send an email, SMS or notification

The main actions of your workflows will be to send an email or SMS to your contacts. It can be a birthday email, welcome email, a discount for their next purchase, etc.

You can also send internal emails using the action Notifications, for example if you want to receive a notification every time a contact confirms their presence to an invitation you sent by email.

Add the contact to a list or remove from a list

Another action is to add or remove a contact to/from a list. You can find your contact lists in Contact > Lists.

For example, you can add the people who asked to download a white paper to a specific list, and then send the white paper to them. Or you can add your unsubscribed contacts to a specific list.

Actions on the contacts

You can Update contact attributes. For example, you can OPT_IN to Yes when a contact clicks on the double opt-in link from your email. You can also create a LEAD SCORE by adding or removing points according to your contacts' actions and thus see who are you most engaged contacts.

You can blacklist a contact in your workflow. 

You can also Perform a CRM action to create a task or Assign a user to the contact.

Actions on the workflow

These actions allow you to either start another workflow according to a specific condition.

You can also decide to skip a few steps by using Go to another step.

Advanced actions

• Call a Webhook: This allows you to retrieve data from your database in real time.
• Record a conversion: you can consult our dedicated article Setup conversions to measure your email marketing ROI.

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