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How are default actions and automations added to a button?
How are default actions and automations added to a button?

How to add default actions and automations to button, form, survey, or quiz

Mariana avatar
Written by Mariana
Updated over a week ago

Actions

Default actions are actions assigned to be performed when a button, form, survey, or quiz is clicked. They will also serve as fallbacks should conditional actions not apply to a visitor.

Standalone button actions

  • Redirect to URL - Redirects to a specified website URL

  • Jump to a funnel step - Jump to the specified step in the funnel on multi-step campaigns

  • Display another campaign - Opens a specified popup campaign

  • Subscribe via SMS code - Sends SMS code to subscribe to a list

Survey, form, and quiz button actions

  • Show a thank you message - Displays an editable thank you message with limited styling options

To add/edit actions to a campaign button, this can be done by clicking on the button/form/survey/quiz, clicking on the "Actions" tab, then clicking on edit "Default Actions":

This will trigger the default actions modal to pop up, where the actions can be added/edited:

Actions can also be triggered when certain conditions are met. To learn more about conditional actions please head to this article β†’

Automations

Automations are the rules added to campaigns and will trigger when a button, form, survey, or quiz is clicked. These automations will run for all visitors who convert with the campaign, even if they qualify for conditional action automations.

ConvertFlow automations

  • Track completion of campaign - Tracks the completion of the campaign on any step, this is useful for tracking the completion goal of multi-step campaigns

  • Send alert - Sends an email with all the contact profile data to specified emails

  • Add a tag - Adds a ConvertFlow tag that isn't sent to integrations, so it's contained within ConvertFlow. Works for anonymous visitors and contacts.

  • Remove a tag - Removes a ConvertFlow tag

  • Update custom field - Updates custom contact fields with the given value

  • Update score - Updates the contact's score data

  • Add to score - Formula to add to the contact's score

  • Subtract from score - Formula to subtract from the contact's score

Integration automations

Integration automations will vary depending on the platform that's integrated. Some integrations may have the following automations to use:

  • Add to list - Adds contact to a specified email list

  • Add to list with confirmation - Adds contact to a specified email list with email verification

  • Unsubscribe from list - Removes contact from a specified list

  • Add a tag - Adds an integration tag that isn't visible in ConvertFlow. Only works for identified contacts

  • Remove a tag - Removes an integration tag

  • Update custom field - Updates custom contact fields with the given value

  • Etc...

To add/edit automations on a campaign button, click the button/form/survey/quiz, then click on the "Actions" tab, and finally click on edit "Default Action":

This will trigger the default actions modal, where both the default actions and automations can be added/edited:

By scrolling through this list, integration automations will also show after an integration has been connected successfully:

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