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.
Required Editions
| Available in: All Account
Engagement Editions |
- Considerations for Completion Actions
Before you configure standard or conditional completion actions, review their processing behavior, limits, and throttling periods.
- Available Completion Actions
Automate marketing tasks and follow-ups with completion actions. You can use standard actions that apply to all prospects equally or actions that apply only to prospects that meet the conditions you specify.
- Filter Prospects with Conditional Completion Actions
For more control over which prospects you take action on, add conditional completion actions to your marketing assets. While standard actions execute on all prospects who interact with an asset, conditional actions execute only on prospects who also meet criteria that you define. You can combine both types of actions on one asset to target your prospects more effectively.
- Add Completion Actions to Assets
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.
- Execute External Actions with Completion Actions
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.
