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Market to Your Customers with Account Engagement
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            Engagement Program Steps

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            Engagement Program Steps

            Engagement programs are made up of steps that serve different purposes. There are three basic types of steps: trigger steps, rule steps, and action steps.

            Required Editions

            Available in: All Account Engagement Editions
            • Engagement Program Triggers
              In an engagement program, use trigger steps to define paths based on prospect actions.
            • Engagement Program Rules
              In an engagement program, rule steps define criteria-based paths for prospects. A single rule step can evaluate up to five conditions.
            • Engagement Program Actions
              In an engagement program, action steps do something to prospects, such as sending them an email or changing a field value.
             
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