Lead Stage Change Actions
Within Paminga, it’s easier than ever to take actions on your contacts when their Lead Stage updates with Lead Stage Change Actions.
This Automation enables you to trigger Actions for any contacts that achieve a specific Lead Stage - globally or conditionally.
Ready to set up a Lead Stage Change Action? Let’s get going!
Lead Stage Change Action Setup
How to Set Up a Lead Stage Change Action
Via the Automation Tab, within Paminga, navigate to Marketing Center > Automations > Lead Stage Change Actions. Select the “+” icon to instantly be brought to the Lead Stage Change Actions setup page.
Within the Automation Dashboard, you are also able to set this up, by selecting the “Create an Automation” button in the top right corner of the screen.
Upon selection, a drawer will slide out on the right side of the screen to set up your Lead Stage Change Action Automation.
You have the ability to create as many Lead Stage Change Automatons as you would like within your account.
To view/modify any setup automation, select the Automation type from the Automation Type filter on the dashboard.
Once set up, via the Automation Dashboard, you have the ability to Delete, Pause, or Edit your Lead Stage Change Action.
Lead Stage Change Action Settings
When creating a Lead Scoring Threshold Automation, you will be presented with the following settings:
- Name: Provide a name for your Lead Stage Change Action
- Description: Provide a description for your Lead Stage Change Action (optional)
- Take Actions when contacts achieve this Lead Stage: Select the Lead Stage-specific to this Lead Stage Change Action Automation
- Actions: Format the actions that take place upon Lead Stage Change, either at the global level or conditionally.
Lead Stage Change Actions
When a contact achieves your set Lead Stage Change Action settings, any set of actions can take place. These actions can be global or conditional.
Trigger Actions
When a lead acheives the stage you've selected, you may choose to trigger any of Paminga's Actions either globally, or conditionally.
Configure Lead Stage Change Actions
