Workflow Condition: Contact is at stage in funnel

This Condition is met if a Contact is at any stage or a specific stage of a selected sales funnel.

A sales funnel is a marketing model that represents the customer’s journey from initial awareness to purchase. The stages of a sales funnel correspond to the stages a prospect goes through, from lead generation and nurturing, to engagement, evaluation, and ultimately converting into a paying customer. Sales funnels help you segment, manage, and target Contacts and thus optimize your sales process.

To create a sales funnel on the SALESmanago platform, go to Menu CDP Campaigns & Funnels → Campaigns & Funnels tab.

Read more about sales funnels on the SALESmanago platform >>

After adding this Condition to your Workflow, define the following settings:

[1] Funnel—select a funnel from the list of all your funnels. The Condition will be met if a Contact is included in this particular funnel.

[2] Stage—This list includes all stages of the funnel selected in point [1].

If you select any, the Condition will be met if a Contact is at any stage in the selected funnel.

If you want the Condition to be met if a Contact is at a specific stage in this funnel, select that stage from the list.

Click Save to continue configuring your Workflow.

If you need more information about the topic mentioned above, please contact us: support@salesmanago.com +1 800 960 0640