Advanced automations are standalone rules that can be triggered by a wide variety of events and lead behavior. Create new rules in Communications > Advanced automations.
Available triggers for each asset type include:
Lists
- IF: Lead subscribes to list
- IF: Lead unsubscribes from list
Tags
- IF: Lead is assigned tag
- IF: Lead is unassigned tag
Forms
- IF: Lead fills form
Sequences
- IF: Lead subscribes to sequence
- IF: Lead completes sequence
- IF: Lead unsubscribes from sequence
Tracking
- IF: Lead clicks on a tracking link
- IF: Lead clicks on page split test link
- IF: Lead visits page
Products
- IF: Customer buys product
- IF: Customer refunds product
- IF: Customer partially refunds product
- IF: Customer cancels subscription
- IF: Customer requests cancellation
- IF: Customer cancels cancellation request
Videos
- IF: Lead plays video
- IF: Lead completes video
Lead Score
- IF: Lead reaches score for the first time
Memberships
- IF: Lead is granted access to membership
- IF: Lead is revoked access to membership
- IF: Lead completes access level
Webinars
- IF: Lead registers for a webinar
- IF: Lead attended a webinar
- IF: Lead did not attend a webinar
- IF: Lead has watched the entire webinar
- IF: Lead has not watched the entire webinar
Calendars
- IF: Lead registers to a calendar
- IF: Lead completes subscription to a calendar
- IF: Lead cancels subscription to a calendar
Surveys
- IF: Lead completes survey
Affiliates
- IF: Affiliate signs up for product and gets first click
- IF: JV broker signs up for product