There are many different When Triggers to choose from. Each When Trigger is briefly described below.
Goals initiated automatically by the Contact...
- Form is submitted - Web forms are either hosted on your website or by Keap. When an internal or public web form is submitted, the goal is satisfied.
- Landing Page - A landing page is an Keap hosted web page with a built in web form that can be designed and launched quickly without the help of a webmaster. You can create a multi-column landing page layout and include text, images, and videos in the content. Contacts usually fill out the form on a landing page. They can also be used as data entry pages for an outsourced call center or contractor.
- Email Link is clicked - The links you add to sequence emails can be sued as goal settings. They are generally used to engage the reader and gauge interest level. When you use a link click as a goal setting, it should be associated with a specific call to action (e.g. contact me or sign me up) so that it is no surprise to the contact when they move to the next stage of your marketing process.
- Product is purchased - Purchases are tracked when a prospect or customer buys through an Keap order form or the shopping cart. The goal can be satisfied by a general purchase, the purchase of a specific product, or the purchase of a particular category of products. If you process manual orders, you will need to use an alternative goal setting, like an opportunity stage move or a note.
- Failed purchase - Follow up on those incomplete purchases with automation triggered by a failed purchase.
- Quote status - A Quote status goal can be achieved when a quote is sent, viewed, declined, accepted, or paid.
- Appointments - This goal can be achieved when a contact schedules, reschedules, or cancels an appointment.
- Lead score achieved - Trigger automation when a contact increases or decreases to a set lead score. Available only in Infusionsoft: The Keap Experience.
- WordPress Opt-in - Similar to web form submitted, this goal is achieved when using the Keap WordPress plugin
Goal methods initiated by a Keap user...
- Tag is applied - Tags are searchable labels that are used to segment contacts. They can be updated automatically as part of a sequence or manually by an Keap user.
- Form submitted - An internal form gives you the ability to submit a form on behalf of someone else. Users of your Keap application can quickly and effectively collect and update contact information using an internal form. Internal forms help automate internal workflows.
- Task is completed - The tasks you add to a sequence can be used to satisfy a Task is completed goal setting. The tasks are generally related to predictable events, like a welcome call after a new customer purchases.
- Pipeline Stage is moved - Pipeline stages represent milestones in a sales process and track prospect progression. Users manually move deals through sales stages based on their personal interaction with prospects. Some of these sales stages may satisfy a goal. You may need to customize opportunity stages before using them as a goal setting.
Goal methods initiated automatically by an Integration...
- API Call is made - The Keap API enables third-party applications to communicate with Keap and process incoming data for a wide variety of uses.
