Page 120 - Act! Marketing Automation User Guide

Drip Marketing Act! v21

With our workflow now complete, we are ready to activate our campaign.

OPTIONAL: Advanced Workflow Design - Adding Another

Decision Step

What we have seen so far is how to create a workflow based around one decision, namely
whether or not the contact opens the email they receive. We are going to add a further
level of complexity by adding another bullet point to our list of requirements:

 If the contact clicks on the link within the email, we want to automatically schedule
a call with that contact.

Now we could make this a really simple addition to our workflow. We could simply amend
our two decision steps to include the additional criteria for clicking the link. This would work
very well if we wanted a contact to proceed down the yes branch if they both opened the
email and clicked on the link within it. However, our requirement is slightly more
complicated than that. Instead of creating an Opportunity, we want to schedule a call if they
have clicked on the link, regardless of whether they have opened the email or not. For
example, if they are using Outlook without downloading pictures, they may have viewed
the email in the preview pane (which would not count as an open), and then clicked the
link on the email.

Because of this, we are going to look at creating a more complex campaign that requires
multiple decision steps and therefore multiple branches. We will amend the previous
template we have been working with so far in our example.

NOTE: In most cases we would recommend creating a new template again from scratch.
This is because Decision steps can only be deleted from a workflow if you have already
deleted EVERY step that follows the Decision. Therefore if you try to add a new Decision
step earlier in your workflow, you may find that your workflow now follows the incorrect
branch, and the only solution would be to delete every step that follows the Decision.

The first thing we will do is delete every step that follows the first decision in our
workflow. If you are following along yourself, you may prefer to begin a new Drip marketing
campaign instead. Once completed, our workflow looks like this:

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