Add completion actions to your Account Engagement assets to take action when prospects
interact with them. You can combine standard and conditional actions on a single asset.
Completion actions are available on forms, form handlers, files, custom redirects, emails, and
page actions. Conditional completion actions aren’t available for classic emails.
Required Editions
| Available in: All Account
Engagement Editions |
| User Permissions Needed |
| To add completion actions: |
Account Engagement Administrator or Marketing
role
|
When adding completion actions to assets, keep these limits in mind.
- You can have up to 15 total completion actions on an asset.
- You can have up to 6 conditional groups.
- Each conditional group can have only 1 prospect condition.
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Navigate to completion actions for the asset you’re working with.
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For forms, edit the asset and select the Completion Actions
step in the setup flow.
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For classic emails, click Edit Completion Actions on the
record home. Conditional actions aren’t available for classic emails.
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For enhanced emails, click Send on the record home to edit
the send settings and add completion actions.
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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 actions to an email, choose at least one trigger. You can trigger actions
based on when prospects open the email, click a link in the email, or unsubscribe via the
email.
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Use the dropdown menus to select actions and add required details. To add standard actions,
click +Add Action.
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To add a conditional action, click +Add Conditional Group. Then, use
the dropdowns to specify prospect criteria, select actions, and add required details.
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To add another action in the same conditional group, click +Add Action to
Group.
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Save your work.
