In an engagement program, action steps do something to prospects, such as sending them an email or changing a field value.
Required Editions
| Available in: All Account Engagement Editions |
Action Definitions
| Action | What It Does |
|---|---|
| Add to List | Adds the prospect to a list you select. This action can be used to add prospects to another engagement program’s recipient list. |
| Add to Salesforce Campaign* | Adds the prospect to a Salesforce campaign. You can select which Salesforce campaign and status to give the prospect. |
| Adjust Score | Adjusts the prospect score by a selected amount or to a designated number. |
| Apply Tags | Applies tags to a prospect. |
| Assign to Group | Assigns the prospect to a user group. |
| Assign to Salesforce queue | Assigns the prospect to a Salesforce lead queue. |
| Assign to User | Assigns the prospect to a user. |
| Assign to Salesforce Active Assignment Rule* | Assigns the prospect to an active Salesforce assignment rule. Salesforce takes the prospect and creates a lead, and then assigns it based on your Salesforce assignment rule. |
| Create Salesforce Task* | Creates and assigns Salesforce tasks. |
| Change Prospect Field Value | Clears or changes a prospect field value. |
| External Actions* | Triggers an external action to execute a task outside of Account Engagement. |
| Notify User | Notifies a user of a prospect action. You can select the assigned user or a specific user. |
| Remove from List | Removes the prospect from the list you select. |
| Remove Tags | Removes tags from a prospect. |
| Send Email | Sends the selected email template to a prospect. |
| Send Operational Email | Send operational emails to all prospects. An operational email bypasses a prospect’s opted-in status and requires administrator permission to send or resume. |
* Requires a verified Salesforce connector.