Trigger Contact Task
Create a task for a contact automatically when certain timing and contact conditions are met.
- Create a "follow up on assessment" task on any contact that finished your ConveYour assessment.
- Create a "Qualify them" task on any new contact who joins through your registration form
- Create a "Reach out to help" task when a contact hasn't gotten very far through your training course.
- Add a contact to a course or "campaign" when certain conditions are met.