Step settings

Audience:

person

•

Version: 10.3.9

• 8 minutes to read

Note

Many fields have a list of predefined values you can choose from. Click the arrow to expand the list. Then select a value for that field. Alternatively, start typing in the field to search for a specific value, such as a selection name.

Add to selection and/or project

Setting	Description
Add contact to static selection	The participant becomes member of the specified static selection.
Add contact as project member	The participant becomes member of the specified project.

Create follow-up

Setting	Description
Title	A descriptive label. Additional details go in the agenda.
Type	A pre-defined list of activities such as Meeting (external) and Phone-In. Available fields depend on the selected follow-up type.
Project	A project linked to the follow-up.
Date	When the follow-up starts or is due. Task date: This means a to-do in the user's checklist Meeting date: This means a follow-up in the diary. "First available" or "First available after x days/working days/weeks".
Assign to	The owner of the follow-up. The participant's "our contact" or "our service contact", or a specific named associate.
Agenda	Additional details about the follow-up, such as an agenda, a description, files, images, and links. Rich-text formatting options are available.

Create request

Setting	Description
Title	A descriptive name for the request.
Request type	Targets a set of attributes needed for a specific process. Affects the available statuses and priorities.
Status	Indicates the request management phase (open or closed).
Category	A set of rules that define how requests are processed.
Priority	Reflects the importance of the request.
Owner	Who the request should be assigned to.
Message	The contents of the request. Rich-text formatting options and template variables for contact and the contact's company are available.

Create sale

Setting	Description
Title	A descriptive name of the sale. Details go in the description.
Sale type	A named set of info about the sale process. Affects default sale stage and estimated sale date. Some sale types are linked to a sales guide.
Stage	The sale's current stage (open, lost, sold).
Amount	Expected amount for the pipeline.
Description	A more detailed description of the sale.
Project	A project linked to the sale.
Date	The estimated sale date. "Estimated by sale type" or "After X days/working days/weeks".
Owner	The person responsible for the sale. The participant's "our contact" or "our service contact", or a specific named associate.

Exit flow

The flow-control steps split and wait for action (and also Send SMS) have an Exit flow option to pull participants who do not meet a condition out of the flow. If selected, the dropped-out contact can be moved to a different flow and/or added to a selection.

Setting	Description
Add participant to another flow after exit	The dropped-out contact is suggested as participant for the specified flow. Filters determine if they start that flow or not.
Add participant to static selection after exit	The dropped-out contact becomes member of the specified selection. You can create a new selection from the step settings.

Finish

Participants reaching the finish step has reached the end of the flow. Participant may have finished the flow with status = finished or finished with success. No more actions are happening to a participant in this flow when reaching the step.

Setting	Description
Add to another flow when a success criterion is met	Finished with success
Add to another flow when no success criterion is met	Finished

Notify by email

Setting	Description
To	The recipient - "our contact", "our service contact", or a specific email address.
Subject	Text for the email's subject field.
Text	Enter the message.

You can personalize the subject and message with contact variables (same as merge tags within the mailing editor).

Notify by SMS

Setting	Description
To	The recipient - "our contact", "our service contact", or specific contacts.
From	Defaults to flow setting "SMS sender".
Text	Enter the SMS text. You can personalize the message with contact variables (same as merge tags within the mailing editor).

Send email

Setting	Description
Create new email for this step	Opens the mailing wizard.
Select existing email for this step	See Add content.
Subject	Text for the email's subject field. You can personalize the subject with contact variables (same as merge tags within the mailing editor).
Attachment	Max 25MB total.

Send SMS

Setting	Description
From	Defaults to flow setting "SMS sender".
Text	Enter the SMS text. You can personalize the message with contact variables (same as merge tags within the mailing editor).
Exit flow if no mobile phone is registered	What should happen if the contact is unable to receive the SMS? If true, you may add them to another flow or to a static selection after exit.

Split

Setting	Description
Title	A short descriptive label.
Split based on	The data/behavior to differentiate on.
Branch name	A descriptive name on the branch, indicating which participants are moving down which branch.
Everyone else	The branch for handling participants who do not meet the conditions of any of the other branches.
Exit flow	Determines if participants ending up in the everyone-else branch should drop out. If true, you may add them to another flow or to a static selection after exit. If false, you can add more steps to this branch.

The remaining fields for specifying branch settings depend on what the split is based on.

Trigger

Setting	Description
A person can only start this flow once	Whether the a contact can be re-enrolled in this flow.
Filter	A set of criteria that must be met for a suggested contact to be allowed into the flow. Only checked once.
Exclusion list	A static selection of persons who will not be added to the flow, or will exit the flow if already participating.

Update contact

This works similar to bulk update.

Wait time

Setting	Description
Number of days/hours after previous step	The duration of the pause. Wait a specific amount of time.
Until specific date/time	The end of the pause. Wait until a specific date.

Wait for action

Setting	Description
Maximum waiting time	How long to wait for any action (a timeout). Default: 7 days.
Exit flow if no actions within max waiting time	Participants who do not respond will leave the flow with status "drop out". If true, you may add them to another flow or to a static selection after exit.

Learn about activities