Overview
Occasionally actions need to be applied more than once to the same user. By default, a Prospect can only flow through an automation (Lead Nurturing, Automation, etc.) only once. However, consider a scenario where a Prospect submits the same form more than once and a series of actions needs to be applied - even if it's not the first time the user submitted a form. Suppose the series of actions sent an alert, created a task, and sent an email to the Prospect. Similarly, consider a lead scoring process that assigns 5 points to each Prospect who visits more than 5 web pages. For these situations, an action can be made repeatable.
Tips
- The repeat icon will only appear on actions within processes that contain one or more Future Events (items in blue).
- All actions on Sparks will have the repeat option
Making an Action Repeatable
To make an action repeatable do the following:
- Add a Future Event to your list of filter criteria
- Click the repeat icon as shown in the screenshot below
- The icon will turn green when the action has been made repeatable