The Goal Event feature automatically advances contacts to the next step in the workflow once they meet the goal conditions specified by the user. This can occur regardless of the contact’s position in the workflow. This action is great for ending a stream of workflow actions once a customer has met your goal, such as completing a purchase.

Action Name #

You can customize the name of the Goal Event according to the objective, or leave it as the original conventional name.

Select Type of Goal #

Goal Events let you establish a contact goal for a workflow. Once a contact joins the workflow, the system starts monitoring the specified Goal Event regardless of the contact’s current step.

• Received an Email Event: Pulls prospects into the workflow, irrespective of their current step, when certain email-related conditions are met, then advances them or initiates subsequent automated actions as defined in the setup.
• Form Submitted: When a contact submits a designated form, the system recognizes the submission as the goal condition and moves the contact to the next relevant step.
• Document Status: When the status of a document changes (e.g., sent, viewed, signed, or declined), the system identifies this update as the goal event and progresses the contact accordingly.
• Invoice Paid: When a contact has an invoice marked as Paid or Partially Paid, the system recognizes this as the goal—either for any invoice associated with the contact or specifically the one linked to a selected Send Invoice step (if configured).
• Review Request Clicked: When a contact clicks a review request link, the system triggers the goal—either across any channel or limited to selected channel(s) and/or a specific review link based on applied filters.

Note: Currently, only one goal event can be added per Goal Event action.

Configuring Goal Conditions #

Depending on the goal type, you can refine the conditions further:

• Tags: Choose the tag from the list.
• Appointment Status: Select the calendar you want the appointment to be from, then select your desired status.
• Payment Received: Select the Global product you want the payment to be for, then select your desired status. You can also select a Payment Source to limit the triggering sources.
• Document Status: Open the dropdown and select the statuses that should trigger the action. You can also select a Document Template to limit the triggering sources.
• Invoice Paid: Select invoices with partially paid or fully paid status (or both). If an invoice action exists in the workflow, you may optionally select it. If the goal is not associated with a specific invoice action, any qualifying paid invoice for the contact will satisfy the goal condition.
• Review Request Clicked: Select the channel or override review link from the dropdown.

If a Contact Reaches the Goal Without Meeting Its Conditions #

If the Goal event was not reached by the time the contact reaches the goal action in your automation, there are three options to select from:

• End this workflow: End the workflow even if the contact has not met the goal condition yet.
• Continue Anyway: Continue performing subsequent actions when the contact has not met the goal condition.
• Wait until the Goal is met: Let the system wait until the goal conditions are met.

Save Actions #

Click the Save Action button to save the changes you have made in your goal event.

The Goal Event feature is a powerful action for streamlining workflows by intuitively advancing contacts based on specific conditions. Whether your objective is to track email interactions, form submissions, payments, or reviews, it helps keep your automations efficient and goal-driven.

Frequently Asked Questions #

What is a Goal Event Action? #

It is a workflow action that automatically advances a contact to the next step once they meet a defined goal condition, regardless of where they currently are in the workflow.

What types of goals can I set? #

Goal types include receiving an email event, submitting a form, a document status change, an invoice being paid, and a review request link being clicked.

Can I add more than one goal event to a single action? #

No. Currently only one goal event can be added per Goal Event action.

What happens if the contact never meets the goal condition? #

You choose one of three behaviors: end the workflow, continue anyway, or wait until the goal is met.

Does the Invoice Paid goal need to be tied to a specific invoice step? #

No. If it is not associated with a specific invoice action, any qualifying paid invoice for the contact will satisfy the goal condition.

How do I save my goal event configuration? #

After selecting your goal type and conditions, click the Save Action button to apply the changes.