Actions Overview

The Actions module provides powerful automation capabilities that help you respond to subscriber activities automatically. Instead of manually managing each subscriber interaction, you can set up rules that execute actions based on specific events.

Module Components

Component	Description	Use Case
Triggers	Event-based automation rules	Start drip campaigns when contacts join a list
Webhooks	Real-time event notifications	Send data to external systems when emails are delivered

How Actions Work

    EVENT OCCURS              CONDITION CHECK             ACTION EXECUTES
          |                         |                           |
          v                         v                           v
+------------------+        +------------------+        +------------------+
|  Contact added   |  --->  |   Matches list   |  --->  |    Start drip    |
|  to list         |        |   criteria?      |        |    campaign      |
+------------------+        +------------------+        +------------------+
                                    |
                                    v
                            +------------------+
                            |   Email opened   |  --->  Webhook sends
                            |   event fires    |        data to CRM
                            +------------------+

Triggers vs. Webhooks

Understanding when to use each automation type:

Feature	Triggers	Webhooks
Purpose	Execute internal actions	Notify external systems
Events	Contact/field changes	Email delivery events
Actions	Send emails, move contacts, update fields	HTTP POST to URL, Pushover notifications
Timing	Instant or delayed	Real-time only
Use Case	Marketing automation	CRM/system integration

Common Automation Scenarios

Welcome New Subscribers

When a contact is added to your newsletter list:

1. Trigger starts a welcome drip campaign
2. Webhook notifies your CRM of the new subscriber

Engagement Tracking

When a subscriber opens your email:

1. Webhook sends open event to your analytics platform
2. Trigger (based on field update) moves engaged contacts to a VIP list

Lead Scoring

When a custom field value changes:

1. Trigger updates the contact's status
2. Trigger sends a notification to your sales team

Re-engagement

When a contact is added to an "Inactive" segment:

1. Trigger starts a re-engagement drip campaign
2. Trigger changes their email format preference

Quick Start

Set Up Your First Trigger

1. Navigate to Actions → Triggers
2. Click Add New
3. Name your trigger (e.g., "Welcome Series")
4. Select event: Contact Added to List
5. Choose your target list
6. Set action: Start Autoresponder
7. Select your drip group
8. Click Save

Set Up Your First Webhook

1. Navigate to Actions → Webhooks
2. Click Add New
3. Name your webhook (e.g., "CRM Integration")
4. Select events: Delivered, Opened
5. Enter your endpoint URL
6. Click Save

Best Practices

Trigger Design

• Name descriptively - Include the event and action (e.g., "Newsletter Signup → Welcome Series")
• Test thoroughly - Use test contacts before enabling for production
• Monitor limits - Track monthly action counts to avoid hitting limits
• Use delays wisely - Immediate actions work best for welcome emails; delays work for follow-ups

Webhook Configuration

• Secure endpoints - Use HTTPS URLs for webhook destinations
• Handle failures - Ensure your endpoint can handle retries
• Filter events - Only subscribe to events you need to reduce noise
• Test first - Use the test feature before going live

Performance

• Avoid trigger loops - Don't create triggers that can activate each other infinitely
• Limit scope - Target specific lists rather than "Any list" when possible
• Clean up - Disable or delete unused triggers and webhooks

Module Navigation

Access Actions features from the Actions menu:

Menu Item	Description
Triggers	Create and manage event-based automations
Webhooks	Configure real-time event notifications

Next Steps

• Triggers - Create event-based automation rules
• Webhooks - Set up real-time event notifications