Actions

Actions are the activities that your automation flow will execute. Each action represents a specific task that the system will automatically perform once the preceding conditions or events have been met.

Automation Flow Actions

  • Send Email: This action sends an email to the contact. You can use this action to send welcome messages, promotions, updates, or any other type of communication.
  • Update Contact Field: This action updates the value of a contact field. It is useful for keeping contact information always up to date. For example, you can update a custom field “onboarding” of a contact to “completed” after they complete an onboarding sequence.
  • Add Contact to List: This action adds the contact to a specific list.
  • Unsubscribe Contact: This action unsubscribes the contact from all lists or from a specific list.
  • Blacklist Contact: This action adds the contact to the global blacklist (in “manual” mode, so the user can manually remove it if desired).
  • Enter Another Flow: This action starts another automation flow. When the contact enters another flow, the new flow starts from the first element following its Entry Point, skipping the entry point of the flow that is launched. This action is useful for creating complex and interconnected automation flows. For example, you can start a follow-up flow after a contact has completed an onboarding flow.

Here’s the list of parameters available for each action:

Action Parameters Meaning of the Parameters
Send Email Name The name of the message (to identify it later)
Subject The subject of the email
Preheader The preheader of the email
Enable Tracking Tracking by Matomo or Google Analytics
Message The body or template of the message
Update Contact Field List The list to which the contact must belong
Contact Field Which contact field must be modified
Value Which value will be inserted into the field
Add Contact to List List The list to which the contact must be added
Unsubscribe Contact List The list from which the contact will be unsubscribed (or all lists)
Blacklist Contact
Enter Another Flow Flow Which flow to execute