In the digital world, your automations must be able to adapt in real time to your contacts' actions.

This is exactly what the Goal Event action does: it allows you to continuously monitor a condition and automatically access the action by skipping the intermediate steps when the goal is met.

For example:

• Stop an email sequence if a purchase is made

• Interrupt a funnel if a webinar registration takes place

• Move on to the next step as soon as a key link has been clicked

What is the Goal action?

The Goal action allows you to define a target event to monitor. The contact can be at any stage of the workflow: the system "listens" and, as soon as the condition is met, the automation can:

• Move directly to another step

• Skip the remaining actions

• Or immediately end the workflow

This avoids unnecessary or redundant actions, while improving the relevance of your campaigns.

Concrete use cases

By purchase or conversion

Example: a contact receives a sequence of emails to purchase a product. As soon as they make a purchase, a "product purchased" tag is added. The Target action detects this, and the contact is automatically removed from the workflow.

By registering for an event

Example: you are offering a webinar. If a contact registers (adding the "webinar registration" tag), they are removed from the follow-up funnel.

By clicking or opening an email

Example: a key link is inserted in your email (booking link, replay link, etc.). As soon as a contact clicks, the Objective action is achieved: you can redirect them to another logic.

By appointment status

Example: a contact makes an appointment, and their status changes to confirmed or present. They can then be automatically directed to personalized follow-up (preparation email, thank you email, etc.).

By adding or removing a tag

Example: you use tags to track the stages of the lifecycle (hot lead, active customer, unsubscribed, etc.). The Objective action reacts to these changes and adapts the journey.

What types of events can trigger an Objective?

• Opening or clicking on an email

• Click on a "trigger link"

• Adding or removing a tag

• Change in appointment status (new, confirmed, present)

How do I set up a Goal action in CrocoClick?

1. Add an Objective action to your automation

In the automation editor, add the "event" action to your sequence.

2. Name your Goal clearly

Use an explicit name:

• "Tag added: product purchased"

• "Click on link: booking page"

• "Appointment status: confirmed"

3. Choose the type of event to monitor

You can select:

• Click or email open

• Click on a trigger link

• Add/remove tag

• Change in appointment status

4. Define the validation criteria

Examples:

• If the "product purchased" tag is added

• If the contact clicks on link X

• If the appointment status changes to "confirmed"

  

5. Decide on the behavior once the target action has been achieved WITHOUT the condition being met

• Move on to the next step

• Skip the next actions

• End the automation immediately

  

6. What if the objective is not achieved?

You can choose to:

• Wait until the goal is achieved before continuing

• Continue the workflow anyway

• Or to end the automation

7. Activate your automation

Once everything is configured, save and activate the automation.

Best practices and advanced use cases

• Setting a Goal at the end of a follow-up sequence allows you to remove contacts as soon as they take action, without waiting for the end

• You can use the same link or tag for multiple Goals, with different conditions

• Combine multiple Goals in an automation to create highly tailored journeys

• Objectives work even if the action occurs outside of business hours or on another channel (email, page, calendar, etc.).

Conclusion

The Goal action allows you to intelligently and dynamically automate your workflows. It offers a simple and powerful way to track key behaviors of your prospects and adapt your campaigns accordingly.

Less friction, more relevance, and a customer experience that hits the mark at every stage.