The Goal Event feature automatically advances contacts to the next step in a workflow once they meet the goal conditions you've set. This happens regardless of where the contact currently sits in the workflow. It's particularly useful for ending a sequence of workflow actions once a customer has hit your goal, such as completing a purchase.

Action Name

You can customise the name of the Goal Event to reflect your objective, or leave it as the default name.

Select Type of Goal

Goal Events let you set a contact goal for a workflow. Once a contact joins the workflow, the system begins monitoring for the specified Goal Event, regardless of which step the contact is currently on.

  • Received an Email Event: The Email event pulls prospects into the next step in the workflow, irrespective of their current step, when certain conditions relating to the email event occur. You can select the specific email event you want the system to recognise, such as email opened or unsubscribed.
  • Clicked a Trigger Link: Once the prospect clicks on a trigger link, they will be pulled into the workflow regardless of where they are in the step.
  • Added a Contact Tag: When a specific tag is added to a contact, the system triggers the goal and moves the contact to the next step of the workflow.
  • Removed a Contact Tag: If a tag is removed from a contact, it serves as the goal condition, advancing the contact through the workflow.
  • Appointment Status: When a specific appointment status is updated (e.g., booked, cancelled, or no-show), the system recognises this as the goal and takes appropriate action based on the workflow setup.
  • Payment Received: When a payment is successfully processed, the system triggers the goal, allowing the contact to advance in the workflow or initiate subsequent automated actions as defined in the setup.
  • Form Submitted: When a contact submits a designated form, the system recognises this submission as the goal condition and moves the contact to the next relevant step in the workflow.
  • Document Status: When the status of a document changes (e.g., sent, viewed, signed, or declined), the system identifies this update as the goal event and progresses the contact through the workflow accordingly.
  • Invoice Paid: When a contact has an invoice marked as Paid or Partially Paid, the system recognises this as the goal, either for any invoice associated with the contact or specifically the one linked to a selected Send Invoice step (if configured).
  • Review Request Clicked: When a contact clicks a review request link, the system triggers the goal, either across any channel or limited to selected channel(s) and/or a specific review link based on applied filters.

📌Note: Currently, only one goal event can be added per workflow. Each goal configuration may vary, but this guide will focus specifically on setting up the Email Event goal.

Pick Event To Wait For

You can select the step for the email, trigger link, tag, or form interaction event using the Pick email/Select step to wait for option.

Selecting Email Event

From the options below, select the email event that matches your objective. You can tick one or more events as needed.

  • Opened: Use this to activate the goal event after the email is opened.
  • Clicked: Use this when you need the goal event after the prospect has clicked on the link.
  • Unsubscribed: Use this when you have several goal actions after the prospect clicks on the unsubscribe link.
  • Complained: This is used to perform the actions when the client has marked your email as spam, and you have already created the actions to be performed in such events.
  • Bounced: If one of your emails has bounced, you will have the ability to remove such emails from the list.

The Trigger link option only requires you to select the applicable trigger link from the dropdown.

Add and Remove Contact Tag

For the contact tag goals, choose the tag from the list.

Appointment Status

For the Appointment Status option, select the calendar (1) you want the appointment to be from, then select your desired status (2).

Payment Received

For the Payment Received option, select the Global product (1) you want the payment to be for, then select your desired status (2).

Additionally, you can select a Payment Source to limit the triggering sources.

Document Status

For the Document Status option, open the dropdown menu and select the statuses you want to trigger this action.

Additionally, you can select a Document Template to limit the triggering sources.

Invoice Paid

The Invoice Paid goal requires you to select invoices with the partially paid or fully paid status, or both.

If an invoice action has been added to the workflow, you may optionally select it from the list.

Note: If the Invoice Paid goal is not associated with a specific invoice action, any qualifying paid invoice for the contact will satisfy the goal condition.

Review Request Clicked

For the review request clicked goal (1), you can select the channel (2) or override review link (3) from the dropdown.

If Contact Reaches the Goal Without Meeting Its Conditions

If the goal event was not reached by the time the contact arrives at the goal action in your automation, there are three options to choose from:

  • End this workflow: This ends the workflow even if the contact has not met the goal condition yet.
  • Continue Anyway: Use this if you need the system to carry out several actions when the contact has not met the goal condition.
  • Wait until the Goal is met: This lets the system wait until the goal conditions are met.

Save Actions

Click the Save Action button to save the changes you have made to your goal event.

The Goal Event feature is a powerful way to streamline workflows by advancing contacts based on specific conditions. Whether you're tracking email interactions, link clicks, or other key actions, it keeps your workflows responsive and efficient. By customising goal types and the actions that follow, you can tailor the system to fit your business needs.