Actions are steps that perform specific operations within a workflow. They can be connected after trigger steps or filter steps to automate your sales and marketing processes. Below are all available actions in Swipe One with explanations and practical use cases.
Send Marketing Email : Send personalized marketing emails to a targeted segment or group of customers within your CRM. These emails can contain promotional offers, newsletters, or product announcements.
Use Case:
Ecommerce: Send a “20% Off Sale” announcement to customers who recently abandoned their carts.
SaaS: Notify trial users about features they haven’t explored yet, encouraging them to upgrade to a paid plan.
Send Notification Email : Send an internal email notification to team members about critical customer actions or events.
Use Case:
Notify your sales team when a high-intent lead signs up for a free trial.
Alert your customer support team if a customer submits a negative product review.
Send Sales Email : Send a one-on-one sales email from a team member’s inbox, appearing highly personal and tailored.
Use Case:
Follow up with leads who attended a webinar to schedule a demo.
Reach out to trial users on the last day of their trial with a limited-time discount.
Wait : Pause the workflow for a specified time, until a specific condition is met, or synchronize with the contact’s timezone.
Use Case:
Ecommerce: Wait for 2 days after a purchase to send a feedback survey.
SaaS: Wait until the third day of a free trial to send onboarding resources.
Send Slack Notification : Send a message to a designated Slack channel or user.
Use Case:
Notify your team about a new high-value lead.
Alert your support team when a dissatisfied customer submits negative feedback.
A/B Test : Test different variations of email content or workflow paths to optimize results.
Use Case:
Test whether emails with discount codes or free shipping offers generate more sales.
Compare the effectiveness of immediate follow-up emails versus delayed ones.
Send Webhook : Send data to external systems or applications by invoking a webhook URL.
Use Case:
Send customer data to a custom analytics dashboard.
Notify a third-party shipping service when a customer places an order.
Update Tag : Add or remove tags associated with a contact to help with better organization, segmentation, or automation.
Use Case:
Add a Tag: Automatically tag a contact as "Engaged" after they click on a product link in your marketing email.
Remove a Tag: Remove the "Cold Lead" tag when a contact responds to a sales outreach email.
Dynamic Tagging: Add a “High Value” tag to contacts who spend over a certain amount, or remove the “Trial User” tag once a user upgrades to a paid plan.
End Workflow : Terminates a contact’s journey in current or another workflow based on the outcomes or conditions of the current workflow. This helps avoid redundant or conflicting automations.
Use Case:
Remove from Onboarding Workflow: If a trial user upgrades to a paid plan, end their journey in the onboarding workflow to avoid sending unnecessary emails.
Stop Churn Re-engagement Workflow: If a previously churned customer resubscribes, end their journey in the churn re-engagement workflow.
Conflict Resolution: Prevent conflicting actions by ending an outdated workflow when a contact qualifies for a new, more relevant one (e.g., switching from a general nurture flow to a VIP customer flow).