You can set up automated actions at any point in your program to do things like; add or remove tags, end a program, add to a different program, send messages, change a status, or any combination.
Actions are almost infinitely flexible and you can use them in any combination.
To set a Program Action:
- Go to a Program
- Click Add > Actions (just like you would add a new Session)
- Set a filter (Optional)
- Select one or more Actions to run
Example of a filter and 3 actions.
FAQ: Actions
- Actions will run whenever a person reaches this step in the program.
- Filters can be used to trigger an action. If a person meets the filter criteria the action will run. If they don't meet the criteria they will just move to the next step.
- You can stack multiple actions.
