Goal Events within LeadDec workflows offer an ingenious way to adapt and respond instantly to your contacts' actions. By setting specific goals within your workflows, you can create more personalized, efficient, and goal-driven customer journeys. This guide will show you how to set up Goal Events, explaining their benefits and how they can elevate your marketing strategies.
Setting Up Workflow Goal Events
Goal Event Selection: First, identify the action you want to track as a goal within your workflow. Current options include received email events, trigger link clicks, contact tag additions or removals, and changes in appointment status.
Configuration: Within your chosen workflow, locate and select the 'Goal Event' action. Choose from the pre-defined goals such as "Received Email Event," "Clicked a Trigger Link," "Added a Contact Tag," "Removed a Contact Tag," "Appointment Status."
Listeners: From the moment a contact enters the workflow, LeadDec begins listening for the specified Goal Event, regardless of the contact's current step in the workflow.
Goal Achievement: When a contact meets the set goal conditions, they are immediately advanced to the defined goal step, bypassing any preceding steps.
Operational Insight
Workflow Goal Events are initially limited to specific triggers and one Goal Event per workflow but expect expansions, including form submissions among others.
Choose how the workflow proceeds when a contact reaches a Goal Event step without meeting the goal conditions: end the workflow, continue regardless, or pause until the goal is met.
Supported Goal Events
Email Events: Track actions like opening an email or clicking a link. Use cases include tailoring follow-up communications based on email engagement or handling unsubscribes differently.
Trigger Link Clicks: Monitor specific link interactions to adjust flows based on content engagement or interest shown in products/services.
Contact Tags: Add or remove tags as goal triggers to refine contact management, for instance, advancing a contact through a sales funnel when they're tagged as interested.
Appointment Status: Use changes in appointment statuses for goals, perfect for moving contacts to post-appointment steps after confirmation or attendance.
Leveraging Goal Events
Segmentation: Automatically segment contacts based on actions such as clicking specific content links or attending appointments.
Engagement: Enhance engagement by moving active participants to more advanced stages in marketing or onboarding campaigns.
Sales Acceleration: Quickly move interested prospects to sales-focused flows once key interest or purchase actions are taken.
Analysis and Adjustment: Utilize goal completions for data analysis, improving campaign targeting and workflow structures.
FAQs
Can one email event trigger multiple goals? Yes, if multiple goals look for the same action, one event can trigger them.
Do goal events work outside business hours? Yes, LeadDec listens for goals 24/7, moving contacts as needed.
What if a contact meets a goal multiple times? A contact is only advanced for the first achievement of a goal within a workflow.
LeadDec's Goal Events transform static workflows into dynamic, responsive pathways, aligning closely with your marketing objectives and contact behaviors. This streamlined approach not only saves time but also enhances the relevance and timeliness of your communications. For any assistance or further inquiries, don't hesitate to reach out to our support team.