What is an action?
In Molequle, you can create customised actions to engage and target individuals, segments or accounts. Workflows can be built and managed with a simple interface that can then be leveraged by you to engage your customers. Actions in Molequle are fully customisable and work across multiple systems, allowing you to trigger smart campaigns in Marketo or send emails via Sendgrid.
We are currently in the process of building a better workflow system that can work across many different tools. If you have any specific use-cases that are currently not possible, please get in touch.
Why should I use actions?
With Molequle actions, you can build powerful and personalised workflows that drive engagement, improve conversion rates, and thus increase revenue.
Molequle workflows are not limited to targeting individuals only. You can also target one or many different accounts, allowing you to engage and influence the key decision makers and influencers within a given account and improving your chances of converting them into customers.
How can I start using actions in my organisation today?
To engage specific individuals or segments, you'll need to navigate to the appropriate page. If you want to target an individual, visit any person record. Targeting everyone within a segment is possible on the person or account overview pages, while accounts can be targeted on the account detail pages.
Once you're on the relevant page, simply click the "Engage" button in the upper right corner...
... to access a modal containing a list of all available actions.
In case you don't see any actions, please contact an administrator within your organisation. Administrators create and manage actions and can give you access.
Clicking on an action will display additional details about it. Some actions may require additional input, allowing you to personalise the action to better suit the needs and interests of the individuals or segments you're targeting. By tailoring individual pieces or overall content of the actions, you can make it more effective in engaging and influencing your target audience.
Once you've filled in all required fields, simply click "Run workflow" to trigger the action.
