Action element in Automation 360

With the help of the Action element, you can make the contact undergo different processes when they get to the element.

Add element

Drag the Action element, and select one of the following actions.

You can also change your element name to differentiate between elements. Click the Element name option, and enter your new name in the field.

Select an action

Choose what to do with contact data.

Email service actions

Move subscriber

Moves your subscriber from one mailing list to another. This action will remove the subscriber from the first mailing list. In the drop-down list, you can select any of the existing mailing lists you want to move the contact to.

Copy subscriber

Adds your contact to the selected mailing list. This action will not remove the subscriber from the first list. 

Remove subscriber

Removes your subscriber from the mailing list.

Assign tag to email

Adds a tag to a contact in the Email section. For example, you can assign a tag to customers after a purchase, segment your audience based on this tag, and send email campaigns with related products.

In the Tag field, select a tag from the Email section.

You can add up to five tags at once — all of them will be assigned to your contact.

Disable subscriber

This option disconnects a contact in the email service. Select a mailing list from the dropdown menu, or create a new one.

You can only disable contacts with the Active status.

Your contact’s status will be changed to Disabled only in the mailing list you have selected. If the contact exists in other mailing lists, its status will not change there. This status is applicable only to contacts with email addresses and does not extend to phone numbers.

You cannot add contacts with the Disabled status to the Start when subscriber is added to the list multiple times option. Read more: How to manage inactive contacts.

Other actions

Change contact variable 

This action updates your selected contact variable in the email service, CRM system, or course student card based on the trigger event. Select a variable and enter its new value. The list of available variables will vary based on your selected flow trigger. For example, if your flow trigger is a mailing list, you can select from its variables. If your flow trigger is a CRM event, you can select from CRM contact variables.

Send email to my address

Sends an email to the sender's email address added in the service settings. You will need to select the recipient's email address and enter the email subject and text.

You can also add products ordered by the user to this email. If your flow start event is linked to a custom trigger with an arranged data array transfer, you can use this array in your email text.

Read also: How to send data arrays with Automation 360.

Click the variable icon, and select your array from the drop-down list. An array structure with corresponding variables will be added to your email. You can leave it as is or add your own layout elements.

Here’s an example of a structure where products is an array name:

|[ for item in products ]|
{{img_url}}
{{link}}
{{name}}
{{old_price}}
{{price}}
{{amount}}
{{color}}
{{size}}
{{code}}
|[ endfor ]|

You can add several arrays to your email and use variables that are not from your array.

Split your contacts randomly

Splits contacts into several branches and sends different messages to each of them depending on their assigned branch. With this action, you can implement A/B testing in Automation 360. Here you need to set the proportions by which your contacts will be split.

Send webhook

Sends a webhook notification about events in your system. The webhook transmits the flow ID, the webhook trigger name and date, email address, phone number, and variable data of the subscriber for whom the webhook was triggered. Enter your webhook name, and enter or select the link to which the webhook will be sent.

CRM actions

Create deal

Creates a new deal in your CRM system. Select a pipeline and deal stage to which you want to add your deal. Select a team member from the Assign to dropdown list to assign them to your deal.

When a deal is created, its contact is created as well.

If you haven’t selected a team member for a new task, a user selected in the pipeline settings will be assigned by default.

To specify your deal name manually, click Advanced options, and select Add deal name. Enter your deal name, and add contact variables received in your flow start element if necessary.

When creating deals, the system passes variables along with them. To select deal fields to which you want to transfer automation variables, click Map fields. Then, set up the columns.

In the Automation variable name column, select a variable added with the contact in the Flow start element.

In the CRM field name column, enter a deal or contact field name.

To pass currencies, select the Add currency checkbox, and choose a currency.

Create contact

Creates a new contact in your CRM system. Select a team member from the Assign to dropdown list to assign them to the contact.

If you haven’t selected a team member for a new contact, a user selected in the pipeline settings will be assigned by default.

The Move subscriber and Delete subscriber actions are not available for the Create deal, Change deal stage flow starts, and also flow starts by event.

When creating contacts, the system passes variables along with them. To select deal fields to which you want to transfer automation variables, click Advanced Options and select Map fields. Then, set up the columns.

In the Automation variable name column, select a variable added with the contact in the Flow start element.

In the CRM field name column, enter a deal or contact field name.

Assign tag to contact

Adds a tag to a CRM contact. For example, when adding or updating contacts, you can assign tags to improve filtering.

Select a tag from the CRM contact settings.

You can use the Assign tag to contact action only in flows with the Add contact, Assign tag, or Change contact field CRM trigger.

Change deal stage

Changes a deal stage in your CRM system. Select the pipeline where your deals are located and your source and target deal stages. When closing a deal, you can mark it as Successfully closed or Unsuccessfully closed.

For example, let’s say you created a flow with an abandoned cart start trigger. If a client purchases a product after your reminder, you can change the deal stage to your next one.

Change team member

Reassigns a contact, deal, or task in the CRM system to another team member. For example, when a deal moves to a new stage, you can reassign your client to a different team member.

In the Team member assigned to the deal / contact / task dropdown list, select the team member who will take over.

Create task

This action creates a new task in your CRM system. For example, if you successfully close a deal with a client, you can add a task to create a thank-you email template for the client.

Select a task board and status to create a task. Available statuses: All, New, In Progress, or Done. Add a task name. You can add flow variables to your task name.

You can assign a team member with access to tasks from the Assigned to list. If you haven’t selected a team member for a new task, an account owner will be assigned to it by default.

You can also set a task deadline. Turn on the Due Date toggle, specify a deadline, and add reminders.

Delete task

This action deletes a task from the CRM system. For example, you can automatically delete a task when its status changes from In Progress to Done.

This action can only be used with the Change deal status trigger. Read more: How to work with deals.

Course actions

You can select only an active course in the Action element.

Enroll in another course

Enrolls students in the course. If a student is enrolled in other courses, they will be automatically enrolled in the one you select. This course will be displayed in the list of courses in students’ accounts.

Invite to another course

Sends a student an invitation to join a course. After the student confirms your invitation, they can enroll in your course and start studying.

Assign tag to student

Adds a tag to a contact in CRM and a student in Courses. For example, when a student goes through a specific branch of your scenario, you can assign a tag to segment contacts and personalize your communication with them.

Mark as paid

Changes a payment status to Paid in the Students section. For example, if you received a payment not via a selected payment system or provided students with free course access, you can mark them as Paid to allow them to start taking your course.

You can select only a paid course. If you change a payment status manually, the flow with the Receive students’ payment trigger will not be launched.

Change access time limits

Use this option to change a student’s course access limits. Select a course and a time period when students can complete it:

*You can limit a student's access to your course for up to 180 days, starting from when they reach your Action element.

Reset course progress

Once you reset a student’s course progress, they will be removed from the Successfully completed course list, and their test scores and lesson completion progress will be erased.

This student's course limitations will align with your course settings even if they did not have access to it earlier. Paying students will move to the Paid status.

Block in course

Blocks a student in a course. A blocked student cannot register the second time using the same email address.

Delete from course

Deletes a student from a course. All student progress and data will be deleted.

View element statistics

To view information about an element, exit the editor, and hover over the required element in the Flow tab. 

Your element can have the following statuses:

To view detailed information, click an element. A panel with your element settings and statistics will open. At the top, you can see how many times the element was executed. Below, you can filter, download, and view contacts who passed the element and its date.

You can also click an element ID and start editing the element.

Last Updated: 18.12.2024