Please note: In general, we strongly advise against making adjustments in an active automation. This can lead to unexpected errors. Therefore, always set the automation to 'Inactive' before making any changes!
If it is a situation where it is necessary for the automation to be 'Active' (e.g. starting contacts at a specific point), it is better to set this aside.
The goal step is a useful action that you can use within your automations. You can use this step for different situations.
These videos describe 3 situations in which the goal step is commonly used. The first video serves as a general introduction to the 3 situations. These situations are addressed one by one in the following videos:
- How do I use the goal step to manually start a contact at a specific point in the automation?
- How do I use the goal step to determine if a contact has already performed a certain action?
- How do I use the goal step within my webinar automation?
Introduction video
Manually starting a contact at a specific point
Determining if a contact has already performed a certain action