Streamline marketing efforts by automating tasks. Use automation tools to perform actions on prospects, build prospect lists based on criteria, and react to prospect actions.
Required Editions
| Available in: All Account Engagement Editions |
- Choosing the Right Account Engagement Automation Tool
Choosing the appropriate automation tool for your needs can simplify your marketing efforts. Answer a few questions to help you decide which tool to use. - Automation Rules
Automation rules are repeatable, criteria-based rules that find matching prospects and apply actions to them. - Segmentation Rules
You can use segmentation rules to create a list of prospects and apply a segmentation action based on specific criteria. Unlike automation rules, segmentation rules don’t run continuously. Segmentation rules run once and match only the prospects that meet the rule’s criteria when the rule runs. - Completion Actions
Completion actions automate basic marketing tasks so your team can focus on other things. Add an action to adjust a prospect’s score when they access a file, or add prospects to a list when they fill out a form. For more precision, add conditional completion actions to execute only on prospects who meet criteria that you specify. Completion actions are available on forms, form handlers, files, custom redirects, emails, and page actions. - Page Actions
Page actions are completion actions that are triggered by a prospect’s page views. You can apply page actions to any page that contains your tracking code.