Tracking important customer actions just got easier and more effective. With upgraded goal options, you can now tailor your automated workflows to better match how your customers interact with your business — whether that’s filling out forms, making payments, or completing important documents.

📌 Why This Matters

Understanding the key moments in your customer’s journey lets you connect with them at the right time. By setting clear goals tied to their real actions, you create smoother experiences that can save you time and help your business respond quickly to what matters most.

✨ What’s New

• Expanded goal types: More ways to define customer actions within your workflow system.
• Multi-form support: Trigger actions when any of several forms are submitted, simplifying tracking multiple opt-ins.
• Payment and invoice tracking: Automatically respond when a payment is received or an invoice is updated.
• Document status tracking: Follow proposals and contracts as they move through stages like viewed, signed, or completed.

🛠️ How to Use It

1. Step 1: Open your workflow and add a new Goal Action.
2. Step 2: Select the type of goal you want to track, such as form submissions (with multi-select), payments received, or document status changes.
3. Step 3: Set up filters or specify the exact forms, payment types, or documents to target.
4. Step 4: Save and turn on your workflow—now it automatically tracks these customer milestones.

Examples of How This Helps Your Business:

• Send a thank-you or next-step email whenever a customer fills out any of your forms, like a newsletter sign-up or inquiry.
• Kick off onboarding communications as soon as the first payment clears, or send reminders if a payment doesn’t go through.
• Stay on top of contracts or proposals by following whether a client has viewed, signed, or completed the document, letting you react promptly.

💡 Pro Tip

Using goal-based triggers linked to real customer actions means you can automate timely follow-ups and processes that keep clients engaged and reduce delays—helping turn interest into revenue.