Jump Contacts Ahead with the Goal Event Action

The Goal Event action watches for something a contact does and, the moment it happens, moves them past the waiting steps instead of making them walk through every one. It is the cleanest way to stop a nurture sequence once a lead has done what you wanted.

What it can watch for

Pick a goal type under Select Type of Goal:

• Form Submitted, Payment Received, Invoice Paid (paid or partially paid) and Document Status (viewed, signed, declined, completed).
• Email Events such as opened, clicked, complained or marked as spam.
• Clicked a Trigger Link and Review Request Clicked.
• Contact Tag Added or Removed and Appointment Status (new, confirmed, showed, no-show).
• User Replied, met when a team member's reply is delivered to the contact.

When you select several forms, products or channels, any one match meets the goal.

Set it up

1. Open Automation > Workflows and edit your workflow.
2. Click +, then choose Goal Event from the internal actions.
3. Give it a clear Action Name, such as "Booked a call".
4. Choose the goal type and fill in its criteria.
5. Under If Contact Reaches This Goal Without Meeting Conditions, choose End this workflow, Continue anyway or Wait until the goal is met.
6. Click Save Action, then Publish.

Example

A five-email nurture sequence should stop when the lead books. Place the Goal Event near the top with the goal "Appointment Status: Confirmed" and set it to end the workflow. As soon as the appointment is confirmed, the contact leaves the sequence.

Good to know: Each workflow supports only one Goal Event action, so put all your criteria inside that single action.