Engagement Program Actions

In an engagement program, action steps do something to prospects, such as sending them an email or changing a field value.

Available in: All Account Engagement Editions

Action Definitions

Action	What It Does
Add to List	Adds the prospect to a list you select. This action can be used to add prospects to another engagement program’s recipient list.
Add to Salesforce Campaign*	Adds the prospect to a Salesforce campaign. You can select which Salesforce campaign and status to give the prospect.
Adjust Score	Adjusts the prospect score by a selected amount or to a designated number.
Apply Tags	Applies tags to a prospect.
Assign to Group	Assigns the prospect to a user group.
Assign to Salesforce queue	Assigns the prospect to a Salesforce lead queue.
Assign to User	Assigns the prospect to a user.
Assign to Salesforce Active Assignment Rule*	Assigns the prospect to an active Salesforce assignment rule. Salesforce takes the prospect and creates a lead, and then assigns it based on your Salesforce assignment rule.
Create Salesforce Task*	Creates and assigns Salesforce tasks.
Change Prospect Field Value	Clears or changes a prospect field value.
External Actions*	Triggers an external action to execute a task outside of Account Engagement.
Notify User	Notifies a user of a prospect action. You can select the assigned user or a specific user.
Remove from List	Removes the prospect from the list you select.
Remove Tags	Removes tags from a prospect.
Send Email	Sends the selected email template to a prospect.
Send Operational Email	Send operational emails to all prospects. An operational email bypasses a prospect’s opted-in status and requires administrator permission to send or resume.

* Requires a verified Salesforce connector.

Did this article solve your issue?

Let us know so we can improve!