How to set up Workflow Goal Events

Have you ever thought about how great it would be if contacts who meet a specific condition or a goal event within a workflow could automatically move to a specific step within a workflow without going through the previous steps?

Well, now you can help with the Workflow Goal Events Action. This article will cover Goal Events and how and when to use them.

Please Note:

Covered in this Article:

How to set up Goal Events in workflows

What are Goal Events?

How do Goal Events work?

What happens if the contact reaches a Goal Event without meeting its conditions?

What Goal Events are currently supported

Received an Email Event:

Usage Cases:

FAQs:

Clicked a Trigger Link:

Usage Cases:

FAQs:

Contact Tags (Add & Remove):

Usage Cases:

FAQs:

Appointment Status:

Usage Cases:

FAQs

Why would you want to use Goal Events?

How to set up Goal Events in workflows

Select the Workflow action calledGoal Event Select between "Received email event" ,"Clicked a trigger link." , "Added a Contact Tag" , "Removed a Contact Tag" , and "Appointment Status" .

What are Goal Events?

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.

How do Goal Events work?

Once the contact has met the goal conditions you specified in 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.

What happens if the contact reaches a Goal Event without meeting its conditions?

If the Goal event was not reached by the time the contact reaches the goal action in your automation, there would be 3 options to select from:

End this workflow

Continue Anyway

Wait until the Goal is met

What Goal Events are currently supported

Received an Email Event:

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

Usage Cases:

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.

FAQs:

Can a single email event meet multiple goal events?

Yes, a single email event, such as opening an email, can meet multiple goal events if the goals are set for that particul