Categories
Workflows - Action Objects
Action objects perform a single action. These objects execute immediately, then move the contact through to the next step. If there is no connector to another object, the contact will be ejected from the workflow
The only action object that behaves differently is the delay object, which will pause the workflow for a period of time, then move the contact through to the next step or eject the contact from the workflow if there is no connector to another object.
Action objects that send messages can use merge tags to insert the contact’s information into the message. Click here to learn more about merge tags.
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Action |
Definition |
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Send a Message |
Send a single message without starting a chat thread. These messages will show up under Sent Campaigns as Single Contacts Campaigns. Merge tags, MMS and Order Status messages are also supported. |
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Delay |
Pause the workflow for a specified amount of time or until a specific date and time. You can also enable a day and time window. This would kick in if the delay ends outside of the window. Then, the contact will advance as soon as the time and day window opens again. |
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Split Traffic |
Send contacts randomly down multiple paths for A/B testing and other instances where you want to divide contacts into separate groups randomly. There can be a total of six splits, each with a custom percentage. The sum of the split percentages must total 100%. |
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Update Contact |
Update a field on a contact with a new value. If the field’s data type is “Whole Number”, you’ll have the option to update the contact with a set value or you can increase/decrease the number by a specified amount. |
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Delete Contact |
Delete the contact from the text list. This is different than opting out because it does not save an opt out record. The contact can then be added or can join again without any extra steps. |
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Opt Out |
Opt out the contact. A record of the opt out will be saved and the number will not be able to be added again manually or via the API. The contact must reply UNSTOP to opt back in. |
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Eject From Workflow |
This object is not required to be used to eject a contact from a workflow, but is helpful in the live view, as it shows a tally of how many contacts were ejected from the workflow at a specific point for a specific reason. |
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Send a Chat Message |
Send a single message via chat. Sending a chat message will open a chat thread with the contact in the inbox if there is not an active chat thread. Merge tags are supported. |
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Capture Data From Chat |
This object allows you to scan the last inbound message, the last 5 inbound messages, or all inbound messages for specific information and save it to a contact field. There are 2 outcomes available based on if the information the object was programmed to look for was found or not. |
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Delete Open Chat Thread |
Use this object to close AND delete the chat thread. This is helpful for workflows where “Chat Thread Started” is a trigger and you want the contact to be able to go through the workflow again when they send their next inbound message. |
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Close Chat Thread |
Use this object to close, but not delete the chat thread. The chat thread will disappear from the inbox page, but will reappear if the contact sends an inbound message or a chat message is sent to the contact. This is helpful for workflows where “Chat Thread Started” is a trigger and you want the contact to be able to go through the workflow again when they send their next inbound message. |
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Enter Into Contest |
Enters the contact into a text-to-win contest. The settings allow the contest rules to be ignored or followed. |
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HTTP Request |
This object allows workflows to interact with external platforms. You must provide a URL, request method and content type. The data values reflect the same values used for merge tags. Examples: First Name = {{first_name}} Custom Field = {{var1}} |
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Send Internal Email |
Sends an email to specified recipients. Merge tags can be used in the message body to include information about the contact. |
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Send Slack Message |
Notify your team via Slack when a contact enters this object. Merge tags can be used in the message body to include information about the contact. |
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Add to Custom Audience (Facebook) |
This object will add the contact to a Facebook Custom Audience |
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Remove From Custom Audience (Facebook) |
This object will remove the subscriber from a Facebook Custom Audience. |
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Create Ticket in Gorgias |
This object will create a ticket in Gorgias. |
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Update Ticket in Gorgias |
This object will update a current ticket in Gorgias. |
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Create Ticket in Zendesk |
This object will create a ticket in Zendesk. |
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Update Ticket in Zendesk |
This object will update an existing ticket in Zendesk. |
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Create Salesforce Lead |
This object will create a new lead in Salesforce. |
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Update Salesforce Lead |
This object will update a current lead’s info in Salesforce. |
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Create Salesforce Task |
This object will create a task in Salesforce. |
