Conditional Actions
Conditional Actions are Actions that are only triggered when leads/contacts meet conditions of your choosing.
The power of conditional actions is truly incredible. They can be used to transform data, automate list membership, ensure customer journey/messaging alignment, and much more.
Example Use Case
Here's an example of a Paminga customer using Conditional Actions for data transformation.
Consistency
Conditional Actions are consistent everywhere they appear throughout the platform. This consistency makes them very easy to learn and use.
Availability
Conditional Actions are currently available in the following areas:
- Form Builder – trigger Conditional Actions when forms are submitted
- CRM Sync Actions – trigger actions conditionally as leads/contacts are synced to Paminga from your connected CRM
- Contact Import – trigger actions conditionally as leads/contacts are imported into Paminga via .csv upload
- Lead Scoring Thresholds – trigger actions conditionally when a prospect's lead score crosses a threshold of your choosing
- Lead Stage Change Actions – trigger actions conditionally when a prospect's lead score crosses a threshold of your choosing
- Opportunity Stage Change Actions – trigger actions conditionally when a prospect's lead score crosses a threshold of your choosing
- Workflow Branches – trigger actions conditionally as prospects move through your branching workflows
Conditions
Conditions are configured using Paminga's Segment Builder.
This gives you incredible control over when your chosen actions are triggered.
Actions
Most of the actions available in Paminga may be triggered conditionally.
