Here’s a concept for how this could look
View the flow here: Screen Recording 2021-10-21...
Details on existing functionality:
- You’ll be able to create automation triggers from an individual sequence, that then create actions for that specfic sequence.
- EX: you’ll be able to set a sequence to automatically enroll when a specific form has been submitted. Or you can set a sequence to unenroll when a specific page is viewed.
- The intial ‘triggers’ are ‘Form submission’ and ‘Page view’
- We have chosen these triggers first because each are ‘reactive’ scenarios. Sequences in these scenarios can be built with a personalized/segemented scenario in mind, and would trigger one at a time
- We still strongly discourage any scenarios of ‘proactive bulk automation’ at all tiers. As we include new triggers and actions, we hope to be prudent in avoiding functionality that might directly or indirectly encourage this type of use: IE: Enrolling a large list of contacts into a sequence
- The actions are ‘Enroll in sequence’ and ‘Unenroll from sequence’
- We currently have this functionality in a public beta. We will be taking in feedback through our internal channels during the beta for the couple of weeks, and will make this feature live without yet the addition of new triggers or actions.