In Account Engagement, actions are applied to prospects in various ways. Not all actions are available in every type of asset. Automation rules, completion actions, engagement programs, and segmentation rules have different available actions.
Required Editions
| Available in: All Account Engagement Editions |
Action Availability by Asset
| Action | Automation Rules | Segmentation Rules | Completion Actions | Engagement Programs | Tables |
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| Add [prospect] to list |
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| Adjust score |
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| Add list |
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| Allow Deleted Lead or Contact to be Recreated in Salesforce |
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| Apply tags / Add tags |
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| Assign prospect to user |
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| Assign prospect to group |
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| Change field value |
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| Change profile criteria |
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| Set prospect’s first touch campaign: |
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| Change prospect field value |
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| Change prospect profile |
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| Change prospect score |
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| Clear prospect field value |
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| Delete |
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| Increment prospect field value (for use with number fields) |
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| Mark as reviewed |
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| Merge |
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| Notify assigned user |
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Set from the Notify User action. | ||
| Notify user |
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| Register [prospect] for webinar |
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| Remove [prospect] from list |
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| Remove tags |
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| Send autoresponder email |
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| Send prospect email |
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| Set profile |
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Actions Available in Accounts with a Salesforce Connector
| Action | Automation Rules | Segmentation Rules | Forms | Engagement Programs |
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| Add to Salesforce campaign |
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| Assign prospect to queue |
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| Assign prospect via Salesforce active assignment rule |
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| Create a Salesforce task |
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