Trigger external actions when prospects interact with your Account Engagement assets.
For example, register a prospect for a webinar after they complete a sign-up form or send a text
message after a prospect clicks a custom redirect link. External Action completion actions are
available on forms, form handlers, files, custom redirects, emails, and page actions. External
action completion actions aren’t available for classic emails.
Required Editions
| Available in: Account Engagement Plus,
Advanced, and Premium
Editions |
| User Permissions Needed |
| To access Marketing Setup in Salesforce: |
Customize Application |
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Go to the completion actions for the asset that you’re working with.
- For forms, edit the asset and select the Completion Actions step
in the setup flow.
- For enhanced emails, on the record home, click Send and edit the
send settings and add completion actions.
- For form handlers, custom redirects, files, and page actions, edit the asset and scroll
to the Completion Actions section.
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If you’re adding an action to an email, choose at least one trigger. You can trigger an
action based on when a prospect opens the email, clicks a link in the email, or unsubscribes
via the email.
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From the Action dropdown menu, select Execute External Action and
search for an external action.
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Select a Merge Field, and the click +Add Action.
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To add a standard action, click +Add Action.
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To add a conditional action, click +Add Conditional Group, and use
the dropdowns to specify prospect criteria, actions, and required details.
To add another action in the same conditional group, click +Add Action to
Group.
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Save your work.
