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- Select which actions you'd like to apply. Click the green refresh icon to allow the action to be applied only once to the same Prospect. When the action is repeatable, the action will trigger each time the Prospect trips the Fulfillment Action, in this case, submits the web form.
- Click Save.
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Example: Page-level Lead Scoring
Each web page is tracked in Lead Liaison when a visitor visits the page. To see your web pages and add a Fulfillment Action do the following:
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A good use case for Fulfillment Actions on web pages is for page level lead scoring. For example, your Pricing page might be a very valuable page and you want to give meaningful page on your website. If someone visitors your pricing page that's a good indication that they're interested, and more qualified than someone kicking tires. You could add 500 points to each person that visits the pricing page as this is a good indicator the Prospect has serious interest in your solutionby using the Change Lead Score action within the Fulfillment Action.
Managing Fulfillment Actions
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- Navigate to Automation > Fulfillment Actions
- From this page, you can Edit, Deactivate, and Delete your Fulfillment Actions
Fulfillment Actions on Prospect Profiles
When triggered, the Fulfillment Action is logged on a person's Prospect Profile as an Automation with each specific action recorded under the Audit tab. See the screenshots below to see how this looks:
Notes
- All actions execute in real-time with the exception of the Send Email action, which could take up to one minute to send.
- For an Email (Open) activity, Fulfillment Actions will only trigger on the first email open.
- Fulfillment Actions are available for customers with a license to marketing automation and visitor tracking.
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