Automation Workflow Actions

After selecting the conditions for a workflow, now is the time to select what action or actions will trigger as a result.

Automation workflow actions are as follows:

Email - Use the email section to trigger any email you’ve previously created on WIshpond and choose between whether you want that email to be queued as a draft, or sent automatically once a user has met your conditions. Click on the “Create New Email” button to compose an email directly inside of the workflow editor.


Lead property - This action will allow you to assign a value to any global lead property active in your Wishpond account. This could include assigning a value to city, country, first name, etc. It can also include increases or decreases to a user's leadscore by a certain amount.

If your lead property isn’t appearing in the drop down menu, ensure that the field is set to a Global Lead Property inside of Wishpond. To learn more about how to do that, see: http://support.wishpond.com/knowledge_base/topics/what-is-a-global-lead-property

Add to / remove from a listBased on conditions listed above, you can choose to either add a lead to a list, or remove them from a list. Your list must have have been created previously inside of the Leads Database order for them to be available.

DelayOften times in things like email drip campaigns you’ll want to add a delay between actions. This could be a certain number of minutes, hours or days. Add a delay between multiple actions to create a workflow that spans across weeks or months.

Trigger a WebhookIf you select Trigger a webhook, you’ll have the option to send a webhook containing a number of parameters. Select what URL to send the webhook to, and choose the extra parameters below. There’s also the option to send a test webhook which will allow you to gauge whether the information you are sending is working.

Internal email -You can either choose a pre-existing email, or click the create an email button to draft a new one. Internal emails are used to notify yourself when leads complete a set of conditions. Common usages could include sending lead data to sales people when users complete contact forms, or alerting your team once users reach a specific stage in your sales funnel.

JavascriptInsert your Javascript into the javascript area, choose the frequency that you want the javascript to run, and paste the website that the javascript will be running on. In order for this to work, the page you select will need to be either a wishpond campaign, or the page will need to have the wishpond tracking code installed.

Where to locate the wishpond tracking pixel: