Page 99 - Act! Marketing Automation User Guide

Web End User Training Guide Drip Marketing

This will enable to you build up as complicated or simple a decision as you would like. For
instance, in our example we have stated that we simply want the program to make a
decision based on whether the individual contact has opened the email or not. In this
instance, what we have on the screen now is enough, we can add in a Decision name
(which is the name of the step as it appears on our workflow), then go to Actions in the
top right corner, and choose Save & Return.

OPTIONAL: Decision Logic

It is possible to add further criteria to a decision. For example, you might decide that you
want your contacts to both open the email, AND click on the link within it before you will
automatically create an Opportunity with them.

To add new conditions, click the Group Actions button, then choose Add New Condition.
Doing so will mean that contacts must fulfill BOTH conditions.

Alternatively, you might decide that you want to automatically create an Opportunity if they

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