Select the Workflow action called Goal Event > Select between "Received email event" ,"Clicked a trigger link." , "Added a Contact Tag" , "Removed a Contact Tag" , and "Appointment Status" .
Goal Events allows you to set a contact Goal for a workflow. From the moment a contact enters the workflow, the system will "listen" for the specified Goal Event to occur regardless of the contact's step.
Once the contact has met the goal conditions you specified in the action, it will be pulled into the goal step (regardless of where they are in the workflow).
Email events, tags, and trigger link clicks are currently supported in workflow Goal Action. Please check back here as we add more actions.
If the Goal event were not reached by the time the contact reached the goal action in your automation, there would be 3 options to select from:
1. End this workflow
2. Continue Anyway
3. Wait until the Goal is met
For the "Received email event" filter, make sure to select the events you wish the system to recognize. There are several options:
Clicked
Opened
Unsubscribed (Mailgun only)
Complained
Spam
Engagement-Based Marketing: Automatically move contacts to a workflow step designed for engaged users when they open or click on an email.
Drip Email Campaigns: Move contacts to the next email in a drip series only after they've opened the previous one.
Unsubscription Handling: Trigger a win-back workflow when a contact unsubscribes from your emails.
Behavior-Based Personalization: If a contact clicks on a particular type of content in your emails more often (e.g., "Tech Gadgets"), trigger a workflow that sends them more personalized content based on their interests.
Event Registration: If you're promoting an event via email, set a goal for when a contact opens the event invitation and triggers a follow-up workflow to nudge them toward registration.
Webinar Follow-up: After sending a webinar replay link via email, trigger a follow-up workflow when a contact opens the email containing the replay.
Survey Participation: Send out a survey via email and set a goal for when a contact opens the survey email, triggering a workflow to send them a thank you message or reward for participating.
Email Course Completion: If you're delivering an email course, trigger a workflow that sends a certificate or badge when a contact opens the final course email.
Discount Usage: If you've sent an email with a discount code, set a goal for when a contact opens the discount email, triggering a workflow to remind them to use their discount before it expires.
Sales Follow-up: For sales teams, if a proposal or quotation is sent via email, set a goal for when the contact opens the email, triggering a follow-up workflow to keep the deal moving.
A: Yes, a single email event, such as opening an email, can meet multiple goal events if the goals are set for that particular event.
A: Yes, the system "listens" for the specified email event around the clock. The contact will be moved to the goal step if the goal event is met, even outside business hours.
A: No, once a contact meets a particular Email Event Goal, they won't be evaluated for the same goal event again in that workflow.
A: The goal event will only be triggered if the contact opens or clicks on the specific email associated with the goal while in the workflow. The goal event cannot be met if the email isn't part of the workflow.
A: Goal events currently support positive conditions, i.e., when a contact takes a certain action. Negative conditions, such as not opening an email, are not currently supported for goal events.
For the "Clicked Trigger link," please select the trigger links listed in the dropdown menu.
Trigger links are a useful method to redirect a user to a specific page after they click on it within an SMS, Email, GMB, FB/IG DM's and WhatsApp. When a user clicks on the trigger link, the system will record it in the contact's activity timeline and trigger a pre-defined action within a workflow. Within the workflow build there are actions and triggers that you can fire off a trigger link click.
Website Engagement: Move contacts to a workflow step designed for engaged users when they click on a specific link on your website.
Survey Responses: Use different trigger links for different survey responses, moving the contact to a tailored workflow step based on their response.
Product Interest: Move contacts to a workflow designed to nurture interest in a specific product or service when they click a link related to that product.
Content Marketing: If you've shared a blog post or a guide, set a goal event for when a contact clicks the link to the content, triggering a follow-up workflow to gauge their interest or gather feedback.
Webinar Signups: If promoting a webinar, trigger a follow-up workflow when a contact clicks on the registration link.
eCommerce Purchase: If you're an eCommerce business, trigger a post-purchase workflow when a contact clicks on a "Buy Now" or "Add to Cart" link.
Membership or Subscription Signups: If you're promoting a membership or subscription, trigger a welcome workflow when a contact clicks the signup link.
Trial Activation: For software companies offering a free trial, trigger an onboarding workflow when a contact clicks on the "Activate Trial" link.
Affiliate Marketing: If you're an affiliate marketer, trigger a follow-up workflow when a contact clicks on your affiliate link.
Download Confirmation: If you're offering a free resource download, set a goal event for when a contact clicks the download link, triggering a follow-up workflow to engage the contact further.
A: No, a contact needs to be in the workflow and meet the goal conditions during that time for the Trigger Link Clicked Goal Event to be activated.
A: No, once a contact meets a particular Trigger Link Clicked Goal Event, they won't be evaluated for the same goal event again in that workflow.
A: The contact will not be moved to the Goal Event step unless they meet all conditions set for that goal event.
A: The trigger link needs to be a tracked link from your email marketing or automation platform for the system to detect the click and trigger the Goal Event.
A: Yes, you can use the same trigger link for different goal events, provided each goal event has unique conditions.
Contact Tag Added — Contact gets pulled to the goal step when a specified tag gets added.
Contact Tag Removed — Contact gets pulled to the goal step when a specified tag gets removed.
Let's say I am trying to sell a product, and as soon as the product purchase is completed, I want to add the tag “product purchased” to the contact.
Meanwhile, I want to keep the contact in the nurture workflow. As soon as the "product purchased" tag is added to the contact, I want to stop the workflow and remove the contact.
The system already had the capability to do this using a different trigger and workflow, but the addition of the Goal Event Action > Tag function eliminates the requirement for an extra workflow.
Just add a Goal Step at the end of the workflow with the goal event as - contact tag added - “product purchased."
The contact will be pulled into the goal step and continue once the tag is added. In this case, since it's the last step, we would remove the contact.
Sales Funnel Management: Automatically move contacts through different stages in your sales workflow as they progress from "Lead" to "Prospect" to "Negotiation" to "Closed Won".
Product Purchase: Use a Goal Event to trigger a post-purchase follow-up or upselling workflow when a "Product Purchased" tag is added to a contact.
Engagement Level Tracking: Use Tag Goal Events to move contacts between workflows designed for different engagement levels, using tags like "High Engagement" or "Low Engagement".
Subscription Status: Trigger different workflows for retention or win-back strategies based on changes in a contact's subscription status, signified by "Subscribed" or "Unsubscribed" tags.
Behavioral Segmentation: Use tags to segment your contacts based on behaviors like "Downloaded E-book" or "Attended Webinar" and trigger workflows tailored to these actions.
Customer Satisfaction: Use tags to denote customer satisfaction levels gathered from surveys or feedback forms and trigger workflows for customer retention or damage control.
Event Attendance: Trigger post-event follow-ups or offer special deals to contacts who attended a particular event, tracked by tags like "Attended Event X".
Referral Program: If you're running a referral program, add a "Referrer" tag to contacts who refer others and trigger a workflow for special thank you messages or rewards.
Upsell/Cross-sell: If a customer purchases a particular product or service, a specific tag could be added that triggers a workflow designed to upsell or cross-sell related products or services.
Trial Users: For software or subscription-based services, add a "Trial User" tag to contacts on a free trial and trigger a workflow designed to convert these trials into paid subscriptions.
A: Yes, the system "listens" for any changes to a contact's tags, irrespective of where that change comes from, and will trigger the Goal Event accordingly.
A: Changing the goal tag will not affect the contacts already entering the workflow. Only the contacts entering the workflow after the change will be evaluated against the new goal tag.
A: You can have separate goal events for adding and removing the same tag. Remember that contacts will be pulled to the goal step when they meet the goal condition.
A: No, once a contact is pulled to the goal step after meeting a Tag Goal Event, they won't be evaluated for the same goal event again in that workflow unless the tag is removed from the contact and added to it again while the contact is in the same workflow.
A: You can assign tags corresponding to different lifecycle stages, such as "Lead", "Prospect", and "Customer", and set up goal events in your workflows for these tags. The system automatically moves contacts to the appropriate step as their stage changes.
For Appointment Status, please select a Calendar from the dropdown menu and then select one or more of the New, Confirmed, and Showed appointment statuses.
New — Contact gets pulled to the goal step when the appointment status of the selected calendar changes to "New".
Confirmed — Contact gets pulled to the goal step when the appointment status of the selected calendar changes to "Confirmed".
Showed — Contact gets pulled to the goal step when the appointment status of the selected calendar changes to "Showed".
Client Onboarding: Suppose you have a workflow for onboarding new clients, and part of that process is scheduling an introductory meeting. The "Confirmed" appointment status can be a goal event. Once the appointment is confirmed, the contact could skip to the next phase in the onboarding process.
Sales Funnel: In a sales process, you could set up a workflow where a "New" appointment status acts as a goal event. When potential customer books an initial consultation, they automatically move further down the sales funnel, bypassing initial engagement or outreach steps.
Class or Webinar Sign-ups: A workflow could be set up for an educational platform or webinar host where a "Showed" appointment status for a Class Calendar is the goal event. When a student or participant attends a class or webinar (indicating their appointment status as "Showed"), they could be automatically moved to a follow-up step in the workflow, such as receiving additional learning resources or being asked for feedback.
Product Demonstrations: A workflow could be set up for a company offering product demos where a "New" or "Confirmed" appointment status for a demo is a goal event. Once a customer books or confirms a demo, they could be moved to the next stage in the customer journey, such as receiving preparation materials for the demo.
Healthcare Appointments: Patient follow-ups could be a workflow in a healthcare setting. Once a patient's appointment status is set to "Showed," indicating they attended their initial appointment, the workflow could move them to a goal step where they receive a follow-up survey or reminder for their next appointment.
Fitness or Personal Training Sessions: If you run a fitness studio or personal training service, you might set up a workflow where a "Showed" appointment status for a personal training session acts as a goal event. When clients attend their session, they could be automatically moved to a step in the workflow where they receive a follow-up email with a workout summary or a discount offer for booking their next session.
Real Estate Showings: A workflow could be set up for a real estate agent where a "Showed" appointment status for a property viewing is a goal event. Once prospective buyers view a property, they could be moved to a step in the workflow where they receive further details about the property, mortgage information, or other listings they might be interested in.
Customer Support or Service Appointments: If your organization provides customer support or services that require appointments, you could set up a workflow where a "Confirmed" or "Showed" appointment status acts as a goal event. When customers confirm an appointment or show up for their scheduled service, they could be moved to the next step in the workflow, receiving a customer satisfaction survey or a reminder for their next service appointment.
Consulting or Coaching Services: If you're a consultant or coach, a "Confirmed" appointment status for a consulting session could be the goal event in your workflow. Once clients confirm a session, they could be moved to a step where they receive preparatory materials or questions to consider before the session.
Interview Process for HR: In a human resources context, you could have a workflow where a "Showed" appointment status for an interview acts as a goal event. When a candidate attends the interview, the workflow could move them to the next step, such as a background check or receiving a feedback survey about the interview process.
A: The system is designed to handle multiple contacts meeting the goal conditions simultaneously. Each contact will be moved to the corresponding goal step in the workflow independently of the others.
A: If the change in appointment status matches the conditions for a Goal Event, the system will automatically pull the contact into the goal step, regardless of their current position in the workflow.
A: Appointment Goal Events can help automate and streamline your sales or booking process by moving contacts to appropriate steps based on their actions. For example, if a contact confirms an appointment, you can automatically move them to a step where they receive preparation materials.
A: Yes, the system will "listen" for the specified Goal Event to occur, regardless of where the change in appointment status comes from. Whether the status is changed by another part of the workflow, an external system, or a manual update, the contact will be moved to the goal step if the conditions are met.
A: The movement to the goal step is based on the conditions when the Goal Event was detected. If the appointment status changes after the contact has been moved to the goal step, it will not reverse the action. You may need to handle such situations with additional workflows or manual interventions.
A: Yes, you can use multiple types of Goal Events in the same workflow. However, remember that each Goal Event operates independently, so contacts will be moved to the step associated with each Event as soon as they meet the conditions, regardless of the other Goal Events.
It will remove the need for any secondary workflows you've created that remove, continues, or ends a workflow for a contact.
