Loading
Salesforce now sends email only from verified domains. Read More
Market to Your Customers with Account Engagement
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add Completion Actions to Assets

            You are here:

            1. Salesforce Help
            2. Docs
            3. Marketing Cloud Account Engagement

            Add Completion Actions to Assets

            Add completion actions to your Account Engagement assets to take action when prospects interact with them. You can combine standard and conditional actions on a single asset. Completion actions are available on forms, form handlers, files, custom redirects, emails, and page actions. Conditional completion actions aren’t available for classic emails.

            Required Editions

            Available in: All Account Engagement Editions
            User Permissions Needed
            To add completion actions: Account Engagement Administrator or Marketing role

            When adding completion actions to assets, keep these limits in mind.

            • You can have up to 15 total completion actions on an asset.
            • You can have up to 6 conditional groups.
            • Each conditional group can have only 1 prospect condition.
            1. Navigate to completion actions for the asset you’re working with.
              1. For forms, edit the asset and select the Completion Actions step in the setup flow.
              2. For classic emails, click Edit Completion Actions on the record home. Conditional actions aren’t available for classic emails.
              3. For enhanced emails, click Send on the record home to edit the send settings and add completion actions.
              4. For form handlers, custom redirects, files, and page actions, edit the asset and scroll to the Completion Actions section.
            2. If you’re adding actions to an email, choose at least one trigger. You can trigger actions based on when prospects open the email, click a link in the email, or unsubscribe via the email.
            3. Use the dropdown menus to select actions and add required details. To add standard actions, click +Add Action.
            4. To add a conditional action, click +Add Conditional Group. Then, use the dropdowns to specify prospect criteria, select actions, and add required details.
            5. To add another action in the same conditional group, click +Add Action to Group.
            6. Save your work.
             
            Loading
            Salesforce Help | Article