"Action" Element in Automation 360

With the help of the "Action" element, you can make the contact undergo different processes when they get to the element.

To identify a contact in the service, you need the email or phone variable.

Add Element

Drag the "Action" element, and select one of the following actions.

You can also change your element name to differentiate between elements. Click the “Element name” option, and enter your new name in the field.

Select an Action

Choose what to do with contact data.

Email Service Actions

Move subscriber

Moves your subscriber from one mailing list to another. This action will remove the subscriber from the first mailing list. In the drop-down list, you can select any of the existing mailing lists you want to move the contact to.

Copy subscriber

Adds your contact to the selected mailing list. This action will not remove the subscriber from the first list. Here you can also select any existing mailing list.

Remove subscriber

Removes your subscriber from the mailing list.

Other Actions

Change variable for contact

Creates a new value for the selected variable. To perform this action, select the variable and enter its new value.

Send email to my address

Sends an email to the sender's email address added in the service settings. You will need to select the recipient's email address and enter the email subject and text.

Split your contacts randomly

Splits contacts into several branches and sends different messages to each of them depending on their assigned branch. With this action, you can implement A/B testing in Automation 360. Here you need to set the proportions by which your contacts will be split.

Send webhook

Sends a webhook notification about events in your system. The webhook transmits the flow ID, the webhook trigger name and date, email address, phone number, and variable data of the subscriber for whom the webhook was triggered. Enter your webhook name, and enter or select the link to which the webhook will be sent.

CRM Actions

Create deal

Creates a new deal in your CRM. Select the pipeline to which the deal will be added, the deal stage, and the variable from the mailing list you want to associate the "Name" field with.

Create contact

Creates a new contact in your CRM. Select the mailing list variable you want to associate the "Name" field with.

The "Move subscriber" and "Delete subscriber" actions are not available for the flow starts "Create deal," "Change deal stage," and also flow starts by event.

EDU Actions

You can select only an active course in the ”Action” element.

Enroll in another course

Enrolls students in the course. If a student is enrolled in other courses, they will be automatically enrolled in the one you select. This course will be displayed in the list of courses in students’ accounts.

Invite to another course

Sends a student an invitation to join a course. After the student confirms your invitation, they can enroll in your course and start studying.

Assign tag

Adds a tag to a contact in CRM and a student in EDU. For example, when a student goes through a specific branch of your scenario, you can assign a tag to segment contacts and personalize your communication with them.

You can select an existing tag in CRM and EDU.

Delete from course

Deletes a student from a course. All student progress and data will be deleted.

Block in course

Blocks a student in a course. A blocked student cannot register the second time using the same email address.

Mark as Paid

Changes a payment status to “Paid” in the “Students” section. For example, if you received a payment not via a selected payment system or provided students with free course access, you can mark them as “Paid” to allow them to start taking your course.

You can select only a paid course. If you change a payment status manually, the flow with the “Receive students’ payment” trigger will not be launched.

View Element Statistics

To view information about an element, exit the editor, and hover over the required element in the "Flow" tab. You will see how many times it was executed.

To view detailed information, click an element. A panel with your element settings and statistics will open. At the top, you can see how many times the element was executed. Below, you can filter, download, and view contacts who passed the element and its date.

You can also click an element ID and start editing the element.

Last Updated: 31.03.2023