The “Go To” action in workflows is a versatile tool within Advisor's Growth that allows you to seamlessly move a contact to a different stage in your workflow. This is especially useful for streamlining complex workflows where dynamic redirection of contacts based on their behaviors or other criteria is necessary. Here's a step-by-step guide to help you implement the “Go To” action effectively.
What is the “Go To” Workflow Action?
The “Go To” feature allows you to send a contact to a specific point within the workflow sequence. It functions exclusively at the end of a workflow path, providing control over the contact’s journey through your automated process.
Note: This action can only be applied at the end of a workflow path or within a conditional branch (if/else statements).
Step 1: Implementing the “Go To” Workflow Action
Open Workflows.
Select the workflow you want to update.
Add a new action and choose the “Go To” option from the available list.
Click Save.
A green circle will appear under the action within the workflow builder. You can drag and connect it to the action where you want to redirect the contact’s path.
You’ll notice an icon and a dotted line indicating that the “Go To” action has been correctly set up to redirect contacts.
FAQs
1. Where can I use the “Go To” action within a workflow?
The “Go To” action is restricted to the end of a workflow path. It enables you to move a contact to a predefined point from that position.
2. Can the “Go To” action be placed mid-path in a workflow?
No, the “Go To” action must be placed at the end of a path. Its purpose is to redirect contacts at specific stages to another point in the workflow.
3. How do I verify if the “Go To” action is set up correctly?
In the workflow builder, a green circle under the “Go To” action will appear, and a dotted line will indicate the redirection path.
4. What if I make an error while setting up the “Go To” action?
If you need to correct it, simply drag the green circle to another spot in the workflow or delete the action and set it up again. Always remember to save your changes and double-check the workflow flow.