This article explains all the actions you can place in an automation. The actions can be divided into four categories: delivery options, conditions and workflow, contacts, and CRM.
Delivery Options
Send an email
With this action, you send an email to the contact that reaches this step in the automation. You can also adjust the timing by adding a wait step before the email action. This will be further explained later in this article.
Send a website message
Only available for Professional accounts
With this action, you can display a message on your website to your contacts. For example, you can offer a discount when your contacts visit a specific product page.
Send SMS
Only available for Plus and Professional accounts.
With this action, you can send an SMS to your contacts. For instance, you can inform your contacts about a new offer.
Send a notification email
This action sends a notification email. For example, you can send a notification to an employee when a contact reaches this step.
Conditions and Workflow
Wait
With the wait step, you can make contacts wait for a certain time at this step. For example, if you want them to receive the next email only after two days, you can specify at the wait step that they should wait for two days before moving to the next step.
There are two types of wait conditions:
- Wait for a specific period (e.g., 5 minutes or 2 days).
- Wait until a specific condition is met or until a specific date (previously indicated by you). For instance, you can specify that a contact can only move to the next step once a certain action is performed, such as clicking on a link.
- You can also combine this condition step with a time limit:
This will mean that contacts will flow through once the conditions are met, and otherwise they will still automatically flow through after the time limit you have set (please note: this will happen regardless of whether they have met the conditions or not).
If / Else
With this action, the path in your automation is split. The "yes" path is for the contacts that meet the conditions you set, the "no" path is for the contacts that do not meet them. This way, you can approach the contacts in your automation in different ways based on various factors. For example, if you want to send different emails to the contacts in your automation who have a specific tag compared to those who do not, you would set the condition as: tag is '...'. The path will then split, allowing you to send more targeted emails. You can create a condition based on all the criteria available for segmentation, such as actions, tags, custom fields, site tracking data, etc.
Split
With this action, you can conduct an A/B split test for your automations.
There are two types of split actions:
- Equal distribution - a traditional A/B split test where the winning path is automatically chosen.
- Conditional split - with this split test, contacts are pushed through one path until certain conditions are met. Then they are sent through the other path. No winning path is determined.
Go To
With this action, you can move contacts to another step in the automation. This way, you can eventually bring together contacts in split paths.
Goal
With this action, you can move contacts from their current position directly to the goal step once they meet the conditions. This step is particularly useful for adding contacts to a specific place in an automation.
Start automatic series
With this action, you add the contacts who reach the step to another automation specified by you. They also continue in the current automation.
End this automatic series
With this action, you end the automation. This step is not mandatory; once your contacts reach the last step in your automation, it will automatically end. However, for your own overview, it is nice to use this step.
End another automatic series
With this action, you stop another automation that the respective contact is also going through.
Webhook
With this action, you can send a webhook to another application, allowing you to automate actions with applications outside of MailBlue.
Perform calculations
With this action, you can perform calculations on a numeric or custom date field of a contact or deal. This action is available for all accounts, however, using it based on a custom deal field is only available in the Plus or Professional account.
Contacts
Subscribe
With this action, you add a contact to a list.
Unsubscribe
With this action, you remove someone from a list.
Convert
Only available for Professional accounts
With this action, you can trigger a conversion for a contact.
Update a contact
With this action, you can add data to the contact overview. For example, you can add information to a custom field for the specific contact.
Add a tag
With this action, you can add a tag to the contact that reaches this step.
Remove a tag
With this action, you can remove a tag from the contact that reaches this step.
Add a note
With this action, you can add a note to the contact overview.
Add to a custom Facebook audience
Only available for Plus and Professional accounts.
With this action, you can add contacts to a Facebook Custom Audience.
Remove from custom Facebook audience
Only available for Plus and Professional accounts.
With this action, you can remove contacts from a Facebook Custom Audience.
Change a contact score
Only available for Plus and Professional accounts.
With this action, you can change the contact score.
CRM
Add a deal
With this action, you can create a deal for a contact. This allows you to automatically create a deal once they are qualified for the sales process. You can use this action with the 'score changes' trigger: when a contact reaches a certain score, a deal is created and placed in your sales pipeline.
Update a title
With this action, you can change the title of a deal.
Update a status
With this action, you can change the status of a deal to 'open', 'won', or 'lost'. For example, you can use this action to mark a deal from a contact as 'won' once they have made a purchase.
Update a deal owner
With this action, you can change the employee to whom the deal is assigned.
Update a value
With this action, you can change the estimated value of a deal.
Update a stage
With this action, you can move a deal to another stage in your pipeline. It is a very suitable action to automate your sales process. For example, if a contact takes a certain action, such as replying to an email or viewing a URL, you can automatically move the contact to the next stage.
Update a custom deal field
With this action, you can update one or more custom deal fields of a deal.
Update an account field
With this action, you can update a field at the account level.
Add an account note
With this action, you can add a note to the deal overview.
Update an account owner
With this action, you can update the account owner linked to the contact.
Send a 1-on-1 email
With this action, you can directly send an email via a connected email account. You can set a specific email address for this or use the email address of the deal owner.
Add a task
With this action, you can create a new to-do item. For example, if the stage of a deal changes, you can also add a task immediately. For example: follow up with lead.
Add a note
With this action, you can add a new note to a deal of a contact.
Complete a task
With this action, you can mark a task as completed.
Change a deal score
With this action, you can change the deal score.
Create and link an account
With this action, you can assign a contact to an account.