How To Manage Actions, Triggers & Groups

a. How To Create Actions

1. Go to Points > Manage Actions.

1. Click New +.

1. Define the action name and description.

1. Choose the behavior trigger .

2. Set the number of points to assign.

1. Click Save & Close.

b. How To Create Triggers

1. Go to Points > Manage Triggers.

1. Click New +.

1. Under Details give your trigger a name & description.

1. Set the point threshold (e.g., trigger when contact reaches 50 points) and Point group.

1. Under Events Choose actions (e.g., Add to campaign, Send email).

1. Click Save & Close.

c. How To Create Groups

1. Go to Points > Manage Groups.

1. Click New +.

1. Name the group (e.g., Hot Leads).

1. Click Save & Close.