Recent Updates
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Updated on: Sep 28, 2018
Exit Stage
This stage removes a member from a workflow, allowing for an exit value to be specified.
Manual GatorWorkflow -
Updated on: Sep 28, 2018
Go To Stage
This stage advances a workflow member to a particular stage in the workflow. This could be for all members or the result of an earlier condition.
Manual GatorWorkflow -
Updated on: Sep 28, 2018
Send Notification Stage
The Send Notification stage allows you to trigger a notification email to any email address at the point that a member enters the stage. This could be to one or many static email addresses, or may be the result of a stored value. This could include the member, an account manager or sales rep.
The email could be constructed as plain text or html and is able to include merge data from contact records and/or stored values.
The below screen appears on dragging the stage to the canvas.
Manual GatorWorkflow -
Updated on: Sep 28, 2018
Execute Expression
This is an advanced feature that executes an expression (addition, subtraction, series or advanced) and stores the result of the expression in a named location (stored value) associated with a workflow member, for use later on in the workflow. One use for this could be to combine GatorMail and GatorLeads scores to give you an overall score for use in workflow conditions.
The below screen is shown on dragging the stage to the canvas.
Manual GatorWorkflow -
Updated on: Sep 28, 2018
Condition Stage
Conditions evaluate to true or false and then branches in the workflow based on a set of rules which can be grouped using AND/OR logic. Rule Types allow you to base your condition on GatorMail Actions, Contact Values, GatorLeads Tracking or Stored Values).
The rules can be evaluated as soon as the workflow member enters the stage or periodically until a wait period has elapsed (the same wait options as 'Wait' stage. see 'The Wait Stage') or the condition evaluates to true (whichever comes first).
The below screen appears on dragging the stage to the canvas.
Manual GatorWorkflow -
Updated on: Sep 28, 2018
Wait Stage
The wait stage pauses members for a period of time, before progressing them to the next stage in the workflow.
All available options allow the using of Stored Values. See 'Using Stored Values'
Manual GatorWorkflow -
Updated on: Sep 28, 2018
Set Contact Value
This stage updates a workflow member's GatorMail contact record, setting a particular attribute's value. You could use this to set a member's Lead Score to a static number '100' or to the value of any other stored value (Dynamic).
The below screen will appear on dragging the stage to the canvas.
Manual GatorWorkflow -
Updated on: Sep 28, 2018
Store Contact Value
This retrieves an attribute value from a workflow member's GatorMail contact record and stores it in a named location (stored value associated with a workflow member) for use later on in the workflow.
e.g if you would like retrieve the member's email address you could name the stored value as 'EmailAddress' and select the 'EMailLogin' field from the attribute list. Or you could hold the value of a member's total lead score for use in conditions or calculations later on in the workflow. You can optionally monitor the contact's value held in GatorMail for any changes andbring these into the workflow.
The below screen is displayed by dragging the stage to the canvas.
Manual GatorWorkflow -
Updated on: Sep 28, 2018
Campaign Journey
This sends workflow members a set of GatorMail campaigns (one campaign each time they enter the stage).
The Campaign Journey stage keeps track of which campaign the member was last sent and sends the next in the list each time that they enter the stage again.
If the member has been sent all campaigns in the journey they are sent to a specified stage, known as the 'Completion Stage'.
The screen below is displayed on dragging the campaign journey stage to the canvas.
Manual GatorWorkflow -
Updated on: Sep 28, 2018
Send Email Campaign
This sends a workflow member a GatorMail campaign. The screen below will appear once the stage is dragged to the canvas.
Manual GatorWorkflow