Journey Steps

After you've created a Journey record, you'll use the Journey Builder to configure the steps. There are three types of steps:

  • Actions
    • An update or task you want to occur to a Prospect or user, such as sending an email or increasing a score.
  • Triggers
    • Prompt that sets off an action, such as a Prospect opening an email.
  • Checks
    • Verifies a Prospect's field values before allowing them to move forward in the Journey.

Below you'll find a description of each type of step that can be added.

 

Actions

Steps_1.png

Name Definition
Send Email

An Email will be sent to the Prospect. The user building the Journey can choose which email and schedule the send date and time.

Add Tags

Add tags to the Prospect.

Remove Tags

Remove tags from the Prospect.

Adjust Score

Increases or decreases the Prospect's score.

Assign Owner

Assigns the Prospect record to another user.

Change Prospect Field

Updates a field's information. For example, changing a Prospect's "Opted Out" field from unchecked to checked.

Notify User

Sends a notification to a specified user.

Add to List

Adds the Prospect to a specified List.

Remove from List

Removes the Prospect from a specified List.

Convert to Lead

Creates a Lead record in Insightly CRM for the Prospect. The Prospect record will still exist in Insightly Marketing. The two records will not share the same record ID.

Execute Lambda Function

Creates a trigger to execute a specific Lambda function.

Fire Webhook

Fires or sends an outgoing HTTP POST webhook to an address specified in the action.

Create CRM task

Creates a task in Insightly CRM, assigns it to a CRM user, and links it to the Lead or the Contact associated with the Prospect from the Journey action.

Add to Zoom Webinar

Pushes webinar signups to Zoom to a Prospect. The webinar ID is required.


Triggers

Steps_2.png

Name Definition
Email Opened When the Prospect opens the Email you sent, the next step in the Journey will be set off.
Email Link Clicked When the Prospect has clicked on a link in the Email you sent, the next step in the Journey will be set off.

 

Checks

Steps_3.png

Name Definition
Check Prospect Field Checks the information entered on a field, such as the country they live in.
Check Prospect Grade Checks the Prospect's grade. This is helpful if you only want to target Prospects who meet a certain grade threshold.
Check Prospect Score Checks the Prospect's score. This is helpful if you only want to target Prospects who meet a certain score threshold.
Check Prospect Tag Checks if the Prospect has been assigned a specific tag.
Check List Membership Checks if the Prospect is included in a List you specify.
Check Date and Time

Checks the current date and time.

Check Zoom Webinar Attendance

Checks if the Prospect attended a specific Zoom webinar. The webinar ID is required.

Check Zoom Webinar Registration Checks if a Prospect has registered for a specific Zoom webinar. The webinar ID is required.
Check Redirect Link Click Checks if a Prospect has clicked a Redirect Link. When checking when the action occurred, the step is set to check “Any time in the past” by default. 

If "In the recent past" is selected, users can configure how far back in time to check the Prospect timeline in either days or weeks. Users can select up to 90 days or 90 weeks for this option.

The clicked Redirect Link can be tracked from a third party website or an email.
Check File Downloaded Checks if a Prospect has downloaded a Hosted File. When checking when the action occurred, the step is set to check “Any time in the past” by default. If "In the recent past" is selected, users can configure how far back in time to check the Prospect timeline in either days or weeks. 

If "In the recent past" is selected, users can configure how far back in time to check the Prospect timeline in either days or weeks. Users can select up to 90 days or 90 weeks for this option.

The downloaded Hosted File can be tracked from a third party website or an email.
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