Workflows: Actions and Decisions Glossary

Modified on Fri, Dec 15, 2023 at 1:33 PM

Starting Steps

The starting step object is a trigger event that instantiates a workflow. The starting step always has a star in the header of the object:

There can only be one starting step in a workflow. The starting step cannot be deleted. Each starting step is a decision object (see below) and it has only one wire that leaves the object. The wire is green indicating the trigger occurred.

Note: Starting steps cannot have incoming wires.

Starting Step	Usability	Description
Added to List	Drip Campaigns	This is triggered when a contact is added to one of the selected lists. It is important to note that it is the addition of a new contact to the given list that causes the trigger. Thus existing contacts will not trigger this starting step unless they are removed from the list and re-added to the list.
Contact Changed	Drip Campaigns	This is triggered when a contact matches the defined query. The query is polled every 10 minutes.
Form Submitted	Autoresponders Drip Campaigns	This is triggered when the configured form is submitted. During the workflow, all elements of the form are queried using 'current form' filters.
Incoming Call	Drip Campaigns	This is triggered when a an incoming call or SMS message is received.
New Appointment	Drip Campaigns	This is triggered when an appointment is booked. Form elements are attached to all appointments and can be queried directly.
New Contact History	Drip Campaigns	This is triggered when the configured contact history is detected.
Page Visit	Drip Campaigns	This is triggered when a page visit is detected.
Removed from List	Drip Campaigns	This is triggered when a contact is removed from one of the selected lists.
Twitter Follow	Drip Campaigns	This is triggered when someone follows one of the configured account twitter handles.
User Drip Campaign	Drip Campaigns	This is triggered when a contact(s) is added to the campaign by some user action. Users can be added to this campaign by: Manually adding a contact from the contact edit screen Adding a contact via the bulk contact edit (on the All Contacts screen) Using one of the "Add To Campaign" workflow actions

Decisions

Decisions are objects that have one incoming wire and two outgoing wires. The decision object queries the contact currently being processed.

If the query is true, the path along the green wire leaving the decision object is followed.

If the query is false, the path along the red wire leaving the decision object is followed. Clicking on the wire will give you the option to delete the wire or change the path state to true or false.


True Connection	False Connection

Decision	Usability	Description
Decision	Autoresponders Drip Campaigns	This is a full query decision. You have full access to all contact meta-data/attributes and contact histories. If the query is true at the time of execution, the true path is followed.
Is a Member of List	Autoresponders Drip Campaigns	This checks to see if the contact being processed is currently a member of the selected list.
Email Opened	Autoresponders Drip Campaigns	This checks to see if the contact opened a specific email at the time of processing. This decision has the option of adding a time element (i.e. wait for a specified time). If the wait is added, if the contact opens the specified email before the allotted time, the contact proceeds along the true path. If the time expires, it is assumed that the contact does not open the selected email. The icon changes if the time option is selected.
Email Link Clicked	Autoresponders Drip Campaigns	This checks to see if the contact clicked a specific link in an email at the time of processing. This decision has the option of adding a time element (i.e. wait for a specified time). If the wait is added, if the contact clicks the specified link before the allotted time, the contact proceeds along the true path. If the time expires, it is assumed that the contact does not click the link. The icon changes if the time option is selected.
Wait for Change	Autoresponders Drip Campaigns	This is a full query decision with a time element. You have full access to all contact meta-data/attributes and contact histories. If the query is true at the time of execution, the true path is followed. If query becomes true before the specified time, the true path is followed. If the query does not become true before the specified time, the false path is followed.
Page Visit	Autoresponders Drip Campaigns	This checks to see if the contact visited a specified URL at the time of processing. This decision has the option of adding a time element (i.e. wait for a specified time). If the wait is added, if the visits the URL before the allotted time, the contact proceeds along the true path. If the time expires, it is assumed that the contact does visit the URL. The icon changes if the time option is selected.

General Actions

Actions are objects that take a specific action at the time the step is reached. An action object can only have one incoming wire and one outgoing wire. The outgoing wire for actions is Green.

Action	Usability	Description
Add to List	Autoresponders Drip Campaigns	This action will add the in-process contact from the selected Static list. Contacts can only be inserted directly into Static lists.
Adjust Lead Score	Autoresponders Drip Campaigns	This action will add/subtract the configured value from the in-process contact's lead score. Lead scores cannot go over 100, or less than zero.
Email Prospect	Autoresponders Drip Campaigns	This will send the configured email to the currently in-process contact.
Email Sales	Lead Processing Workflows	This will send the configured email to a list of employees of the account.
Email Sender	Appointment Processing Workflow	This will send the configured email to the configured scheduler employee.
Tag Prospect	Autoresponders Drip Campaigns	This will add the configured tag to the in-process contact.
Remove Tag	Autoresponders Drip Campaigns	This will remove the configured tag from the in-process contact.
Wait	Autoresponders Drip Campaigns	This action stops the processing of the prospect until the specified time.
Remove From List	Autoresponders Drip Campaigns	This action will remove the in-process contact from the selected Static list. Contacts can only be removed directly from Static lists. Dynamic lists have a query that governs the list member's, thus there is no way to directly remove a prospect from a Dynamic list.
Adjust Lead Score	Autoresponders Drip Campaigns	This action will add/subtract the configured value from the in-process contact's lead score. Lead scores cannot go over 100, or less than zero.
Register for Webinar	Autoresponders Drip Campaigns	This action will register the in-process contact in the configured webinar.
Set Source	Autoresponders Drip Campaigns	This action will set the utm_source and utm_medium for the current contact history for the in-process contact.
SMS/MMS Message Prospect	Autoresponders Drip Campaigns	If the in-process contact has a phone number, this action will send the in-process contact an sms/mms message.
Set Date	Autoresponders Drip Campaigns	This action will set a named date for the in-process contact.
Set Custom Field	Autoresponders Drip Campaigns	This action will set the specified Custom Field for the in-process contact.
Set Field	Autoresponders Drip Campaigns	This action will set the specified Standard Field for the in-process contact.
Post GA Event	Autoresponders Drip Campaigns	This action will post an Event to Google Analytics using the in-process contact's (if available) Google GCID. Note, that there is a time limit as to how long you can wait before posting the event to Google Analytics or Google will not associate the session with the event.
Goal Completion	Autoresponders Drip Campaigns	This action will create a Goal Completion history item for the prospect.
Add to Campaign	Autoresponders Drip Campaigns	This adds the contact to the selected User Drip campaign.
Remove from Campaign	Autoresponders Drip Campaigns	This removes the contact from the selected User Drip campaign.

Social Media Actions

These Actions will preform the specified task for the desired social media platform. It is required for the applicable social media account to be configured with the EnquireMAP account in order for these to display as options.

Action	Usability	Description
Tweet	Autoresponders Drip Campaigns	This will send a tweet. NOTE: There must be a configured Twitter account in order for this option to display.
Twitter Direct Message	Autoresponders Drip Campaigns	If this contact has a twitter handle, this action will send the in-process contact a direct twitter message. NOTE: There must be a configured Twitter account in order for this option to display.
Twitter Follow	Autoresponders Drip Campaigns	If this contact has a twitter handle, this action will follow the in-process contact. NOTE: There must be a configured Twitter account in order for this option to display.
Twitter Unfollow	Autoresponders Drip Campaigns	If this contact has a twitter handle, this action will unfollow the in-process contact. NOTE: There must be a configured Twitter account in order for this option to display.
LinkedIn Share	Autoresponders Drip Campaigns	This will post a shared article to LinkedIn NOTE: There must be a configured LinkedIn account in order for this option to display.
Post to Facebook	Autoresponders Drip Campaigns	This will post a shared article to Facebook NOTE: There must be a configured Facebook account in order for this option to display.
Pinterest Pin	Autoresponders Drip Campaigns	This will pin an image to Pinterest NOTE: There must be a configured Pinterest account in order for this option to display.

EnquireCRM Actions

These Actions will create the specified item within the corresponding individual record in EnquireCRM.

Action	Usability	Description
Post Activity to EnquireCRM	Autoresponders Drip Campaigns	This will schedule the configured activity on the in-process contact in EnquireCRM.
Post Contact to EnquireCRM	Autoresponders Drip Campaigns	This will post the in-process contact to EnquireCRM and create/update an associated prospect.
Post Notification to EnquireCRM	Autoresponders Drip Campaigns	This will post the specified notification to the assigned user of the EnquireCRM contact record.