Events
As you construct workflows, you’ll encounter a category inside workflow triggers labeled Events. This particular category encompasses two key components: call status and email status. These elements play a crucial role in tracking and managing communication-related events within your workflows, ensuring that your team stays updated on the progress of calls and emails, thereby facilitating more efficient and effective customer interactions.
Call Status
The Call Status Trigger is a workflow trigger that runs on both outbound and inbound calls. This trigger can be activated by call directions and statuses either from the current workflow or from another workflow linked to it. Using this trigger, businesses can customize their workflows to automate specific actions based on call statuses, improving efficiency and streamlining their communication process.
Call status trigger
All Filters
To get started, click on Add New Workflow Trigger and select Call Status. You can filter your trigger by clicking Add Filter and selecting Call Direction, Call Status, or In Workflow.
CALL DIRECTION
The Call Direction filter enables users to select the direction of the call, either as an incoming or outgoing call.
INCOMING CALL
Selecting the “Incoming” call, the workflow is triggered when a contact (new leads or old contacts) calls the number associated with this account.
OUTGOING CALL
Selecting the “Outgoing” call can allow you to track all the different call records of your sales team.
Select the call directionCh
CALL STATUS
The system automatically tracks the status of every call made and triggers them based on the status of the call:
The contact number could either be Busy when the call was made, or
The call got Canceled, or
Were you able to complete the call (you successfully spoke with the lead/contact), or
The call was Not Answered, or
You were directed to the lead/contact Voicemail.
Select the call status
Email Events
The Email Event trigger is activated by specific email events, such as opens or clicks, that occur across the system or within a specific workflow. This trigger is set up to activate automatically anytime an email event happens, notifying businesses of important actions taken by their customers in response to their emails. By using this trigger, businesses can optimize their email marketing strategy and improve their overall customer engagement.
To PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.
Email event trigger
Add Filters
EVENT
When setting up a trigger based on email events, the Event filter allows users to choose which event will activate the trigger from a sent email.
It could be either the email Bounced, or
The email was Clicked on, or
It got Spammed (the contact complained/reported the mail), or
The contact Opened the mail, or
The contact is Unsubscribed (DND).
This filter allows you to pull contacts out of other workflows and put them in a workflow where you can give them more specific information, Or remove them from every workflow they are in and mark them DND (mostly emails from contacts that got spammed, bounced, or unsubscribed) so as not to hurt your email score.
IN WORKFLOW
The In Workflow filter enables users to select a specific workflow to search for an event when setting up a trigger. Users can choose the workflow they want to use from the dropdown menu or use the search bar to quickly locate the workflow. This feature enables businesses to streamline their processes by focusing on specific workflows and automating actions based on specific events within those workflows.