{"Status":true,"Message":"","Response":{"post":{"postuid":"a31o2hmlge","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"Automation Actions","slug":"article/a31o2hmlge-autopilot-actions","html":"\u003Cp\u003EActions are Autopilot blocks that perform an automated action typically after a trigger or condition is met. For example, send a welcome email when a visitor signs up.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022712\u0022 data-height=\u0022574\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/f72be66f257a45e1ad171e1d393c8a7a.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EActions are always related to the lead moving through the automation. This can include sending the lead an email or sending someone on your team a notification.\u003C/p\u003E\u003Cp\u003EDailyStory uniquely offers more than 25 actions that you can use in an automation.\u003C/p\u003E\u003Cp\u003EThe following is a list and description of each Autopilot Actions.\u003C/p\u003E\u003Ch2 id=\u0022send_an_email\u0022\u003ESend an email\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003ESend an email\u003C/i\u003E\u0026nbsp;action sends the lead a specified \u003Ca href=\u0022/article/w474gmcg29-daily-story-email-marketing\u0022\u003Eemail\u003C/a\u003E if the lead is opted in to receive emails.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must select an email to send in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022388\u0022 data-height=\u0022468\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/0065a20b6b5b61c402aa10dfb6b05fcd.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EIn addition to specifying the email to send you can also configure when the email is sent. The time of day and days of week are relative to the timezone of the lead. If the lead is not associated with a particular timezone than the timezone of the account is used.\u003C/p\u003E\u003Cp\u003EA best practice is to set the send time to immediately for automations where the recipient has done something recent, such as signed up for a news letter. And, use a specific send time or day when running a drip campaign.\u003C/p\u003E\u003Cp\u003EIf the lead is opted out of emails they will not receive the email unless the email is \u003Ca href=\u0022/article/2d1npxcdxb-frequently-asked-questions\u0022\u003Emarked as transactional\u003C/a\u003E. If the lead\u0027s \u003Ca href=\u0022/article/wiri8tg34r-email-sending-guardrails\u0022\u003Edo not contact until date\u003C/a\u003E is set the message is queued until it can be delivered.\u003C/p\u003E\u003Cp\u003EIf you want to resend the same email because the previous one wasn\u0027t opened. Use the \u003Ci\u003EResend an email\u003C/i\u003E action with a different subject.\u003C/p\u003E\u003Cp\u003EUse this action to:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003ESend a thank you message when someone fills out a form on your website\u003C/li\u003E\u003Cli\u003EUse it within a drip sequence to send a series of emails\u003C/li\u003E\u003Cli\u003ESend an automated follow up after someone visits a page in your website\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u0022send_a_text_message\u0022\u003ESend a text message\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003ESend a text message\u003C/i\u003E\u0026nbsp;action sends the contact a \u003Ca href=\u0022/article/2bj7cc7yl6-text-messages\u0022\u003ESMS or MMS text message\u003C/a\u003E if opted in to receive text messages and has a mobile number.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must select a text message to send in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EThe options and behaviors for sending a text message are similar to those of an email.\u003C/p\u003E\u003Cp\u003EUse this action to:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003ESend a welcome text when someone purchases their first product\u003C/li\u003E\u003Cli\u003ESend a coupon when someone texts in a specific keyword\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u0022send_a_push_message\u0022\u003ESend a push message\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003ESend a push message\u003C/i\u003E action sends the contact an iOS or Android \u003Ca href=\u0022/article/rf6pml06vg-push-notifications\u0022\u003Epush notification\u003C/a\u003E if the contact is enabled for push notifications.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must select a push notification to send in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EThe options and behaviors for sending a push notification are similar to those of an email.\u003C/p\u003E\u003Cp\u003EUse this action to:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003ESend a thank you push notification when someone installs your app\u003C/li\u003E\u003Cli\u003ESend an update about special offers or deals\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u0022run_ab_test_experiment\u0022\u003ERun A/B Test Experiment\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003ERun A/B Test Experiment\u003C/i\u003E\u0026nbsp;action runs a specified \u003Ca href=\u0022/article/46d6j3qd4d-email-a-b-testing\u0022\u003EA/B test\u003C/a\u003E test for the configured experiment (email, SMS, etc.).\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must select an A/B experiment in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EAn A/B test will send a random variant of the selected message until conditions of the experiment are met. Once a winner is selected, the winning message is used subsequently until the test is reset.\u003C/p\u003E\u003Cp\u003EUse this action to:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EOptimize steps in a drip sequence\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u0022add_to_segment\u0022\u003EAdd to segment\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003EAdd to segment\u003C/i\u003E\u0026nbsp;action adds the contact to a static \u003Ca href=\u0022/article/v1v5lti4gf-segments\u0022\u003Esegment\u003C/a\u003E if they are not already in the segment\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must select a segment to add in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003ESegments should be used for grouped related contacts together. Consider using a tag if you need to add some information to the contact, such as if they performed a specific action or completed an automation.\u003C/p\u003E\u003Cp\u003EMost importantly, you can only add contacts to static segments.\u003C/p\u003E\u003Cp\u003EUse this action to:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EAdd a contact to a segment when they\u0027ve completed a sequence\u003C/li\u003E\u003Cli\u003EAdd a contact to a segment based on behaviors or conditions they have met\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003EA new segment can also be created directly from within the properties:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022806\u0022 data-height=\u00221086\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/fdb7ef918e3d480eb71a9776bdaf824a.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EIf the segment already exists, a duplicate is not created. When a new segment is created it is also automatically selected.\u003C/p\u003E\u003Ch2 id=\u0022remove_from_segment\u0022\u003ERemove from segment\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003ERemove from segment\u003C/i\u003E\u0026nbsp;action removes the contact from the specified static \u003Ca href=\u0022/article/v1v5lti4gf-segments\u0022\u003Esegment\u003C/a\u003E if they are in the segment.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must select a segment to remove in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EYou can only remove contacts from static segments.\u003C/p\u003E\u003Cp\u003EUse this action to:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003ERemove a contact from a segment when they\u0027ve completed a sequence\u003C/li\u003E\u003Cli\u003ERemove a contact from a segment based on behaviors or conditions they have met\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u0022add_tag\u0022\u003EAdd tag\u003C/h2\u003E\u003Cp\u003EThe \u003Ci\u003EAdd tag\u003C/i\u003E action is used to add a \u003Ca href=\u0022/article/od6p6uz801-managing-tags-placeholder\u0022\u003Etag\u003C/a\u003E to contact. A tag is best thought of as metadata that is used to describe a contact. And, while tags and segments are similar, they serve two distinct purposes.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must select a tag to add in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EA recommended best practice is to add a tag to a contact whenever they complete an automation. This is an easy way you can later create a segment from those contacts.\u003C/p\u003E\u003Cp\u003EAdding a tag also \u003Ca href=\u0022/article/pffq9y943p-autopilot-triggers\u0022\u003Etriggers\u003C/a\u003E another automation.\u003C/p\u003E\u003Cp\u003EUse this action to:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EAdd a tag to a contact when they have completed a sequence\u003C/li\u003E\u003Cli\u003EUse a track to determine if an action has been taken within the past 30 days, such as sent a survey\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003EA new tag can also be created directly from within the properties:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022796\u0022 data-height=\u00221056\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/7cd795b3572a63cf68a3eef01237a648.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EIf the tag already exists, a duplicate is not created. When a new tag is created it is also automatically selected.\u003C/p\u003E\u003Ch2 id=\u0022remove_tag\u0022\u003ERemove tag\u003C/h2\u003E\u003Cp\u003EThe \u003Ci\u003ERemove tag\u003C/i\u003E action removes a tag from the contact if the tag exists. See the description above for Add Tag for more insight into how to best use tags.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must select a tag to remove in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003ERemoving a tag also can \u003Ca href=\u0022/article/pffq9y943p-autopilot-triggers\u0022\u003Etrigger\u003C/a\u003E another automation.\u003C/p\u003E\u003Cp\u003EUse this action to:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003ERemove a tag from a contact when a condition has been met, e.g. 90 days have passed since they were last sent a survey.\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u0022send_an_email_notification\u0022\u003ESend an email notification\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003ESend an email notification\u003C/i\u003E\u0026nbsp;action sends an email notification to a user in DailyStory. The notification will automatically include the lead\u0027s details. A custom message can also be included to alert the recipient of what this notification is for.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022800\u0022 data-height=\u00221116\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/7699a88a270814442e1b7dcb4345b959.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must select a user to send to and provide a message in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EThe notification email includes your message along with standard details about the lead:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022601\u0022 data-height=\u0022650\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/a9b70e116a0385121294e03ca983ec39.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EThis is different than the automatic New Lead Notification email sent when a new lead is created through an acquisition tool such as a web form.\u003C/p\u003E\u003Cp\u003EUse this action to:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003ESend a notification when a lead accrues a certain number of points to let someone on your team know that the lead is sales-ready.\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u0022send_a_text_message_notification\u0022\u003ESend a text message notification\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003ESend a text message notification\u003C/i\u003E\u0026nbsp;action sends a specified text message notification to a user in DailyStory. The message support \u003Ca href=\u0022/article/qzdfgegk5z-personalization\u0022\u003Epersonalization tags\u003C/a\u003E used to describe the lead, e.g. \u0022{{user.firstname}} visited a page...\u0022 would become \u0022Lisa visited a page...\u0022\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must select a user to send to and provide a message in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003ESending a text message notification will use \u003Ca href=\u0022/article/9mkvzsj9j6-understanding-text-messaging-costs\u0022\u003EText Message Credits\u003C/a\u003E.\u003C/p\u003E\u003Cp\u003EIf your user account in DailyStory does not have a valid mobile number, the notification will instead be sent as an email notification with the following message included:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022544\u0022 data-height=\u0022107\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/78713ce46da81a209972ac5efdc578f9.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EYou can set your mobile number in your \u003Ca href=\u0022/article/z8le8bw866-personal-settings\u0022\u003EPersonal Settings\u003C/a\u003E. Once a valid mobile number is set, future text message notification will be sent as text messages.\u003C/p\u003E\u003Cp\u003EUse this action to send a notification when a lead accrues a certain number of points to let someone on your team know that the lead is sales-ready.\u003C/p\u003E\u003Ch2 id=\u0022send_a_slack_notification\u0022\u003ESend a Slack notification\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003ESend a Slack notification\u003C/i\u003E\u0026nbsp;action sends a Slack message to one of your public Slack channels. The message supports \u003Ca href=\u0022/article/qzdfgegk5z-personalization\u0022\u003Epersonalization tags\u003C/a\u003E used to describe the lead, e.g. \u0022{{user.firstname}} submitted a web form\u0022 would become \u0022Cath submitted a Contact Us web form\u0022\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221167\u0022 data-height=\u0022466\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/67f517b711234c405837d9fe32b8ff4e.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must provide a message and select a Slack channel in the block\u0027s properties. And, you must have installed the \u003Ca href=\u0022/article/2cg7w8ybh3-slack-integration-for-daily-story\u0022\u003EDailyStory Slack App\u003C/a\u003E.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EUse this action to send a notification when a lead completes an action, is added to a campaign and so on.\u003C/p\u003E\u003Cp\u003EBelow is an example of what the message looks like when posted in Slack:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022676\u0022 data-height=\u0022132\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/25c52cd68d7434983f774636db87b5ce.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch2 id=\u0022change_lead_status\u0022\u003EChange lead status\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003EChange lead status\u003C/i\u003E\u0026nbsp;action changes the \u003Ca href=\u0022/article/dvjndjnhg8-leads\u0022\u003Estatus of a lead\u003C/a\u003E. A lead\u0027s status can be changed to:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EActive\u003C/li\u003E\u003Cli\u003EQualified\u003C/li\u003E\u003Cli\u003ENurturing\u003C/li\u003E\u003Cli\u003EDuplicate\u003C/li\u003E\u003Cli\u003ERejected\u003C/li\u003E\u003Cli\u003EDeleted\u003C/li\u003E\u003C/ul\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must select a status in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EUse this action to:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EChange a lead\u0027s status from \u003Cb\u003EActive\u003C/b\u003E to \u003Cb\u003EQualified\u003C/b\u003E when the lead visits specific pages in your website, completes a sequence, or achieves a score based on points.\u003C/li\u003E\u003Cli\u003EChange a lead\u0027s status to \u003Cb\u003ERejected\u003C/b\u003E if some property about the lead disqualifies.\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u0022add_to_campaign\u0022\u003EAdd to campaign\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003EAdd to campaign\u003C/i\u003E\u0026nbsp;action adds the lead to another campaign and also leave the lead in the current campaign. For example, if a lead completes a campaign at the end of the campaign they can automatically be moved to another campaign, such as a nurturing campaign.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must select a campaign in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EIf you want to move a lead from one campaign to another you will need to use Add to campaign to add the lead to the new campaign and then use Remove from campaign to remove the lead from the current campaign.\u003C/p\u003E\u003Cp\u003EUse this action to add a contact to another campaign after a sequence completes. For example, move from a \u0022trial\u0022 campaign to a \u0022nurturing\u0022 campaign.\u003C/p\u003E\u003Ch2 id=\u0022remove_from_campaign\u0022\u003ERemove from campaign\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003ERemove from campaign\u003C/i\u003E\u0026nbsp;action removes the current lead from the campaign. For example, if the lead is changed to a nurturing state they may no longer be relevant to the campaign. At DailyStory when a lead converts to a customer we use this action to automatically remove them from the trial campaign.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must select a campaign in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EUse this action to remove a contact from the current campaign when you move them to another campaign.\u003C/p\u003E\u003Cp\u003EThis action will additionally remove the contact from the automation as well.\u003C/p\u003E\u003Ch2 id=\u0022resend_an_email\u0022\u003EResend an email\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003EResend an email\u003C/i\u003E\u0026nbsp;action enables an email that was previously sent to a lead to be resent but with a different subject line.\u003C/p\u003E\u003Cp\u003EThis action is unique because DailyStory does not ordinarily allow a recipient to receive \u003Ca href=\u0022/article/wiri8tg34r-email-sending-guardrails\u0022\u003Ethe same email twice\u003C/a\u003E. When this action is used, the email is able to be sent again to the same recipient. However, the subject line must be different. This helps to ensure (a) the email does not appear to be a duplicate in the recipient\u0027s inbox, (b) it\u0027s not added as a thread to the prior email sent, (c) it\u0027s not flagged as SPAM.\u0026nbsp;\u003Ca href=\u0022https://www.dailystory.com/blog/resend-but-with-new-subject-line/\u0022 target=\u0022_blank\u0022\u003ERead more\u003C/a\u003E\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022391\u0022 data-height=\u0022558\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/1432473b62111f37afcc35f89984dfe6.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must select an email to send and set the subject in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EThe send time and send day are similar to those of an email.\u003C/p\u003E\u003Cp\u003EUse this action to resend an important email if the recipient has not clicked or opened the email within the past week.\u003C/p\u003E\u003Ch2 id=\u0022call_a_webhook\u0022\u003ECall a webhook\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003ECall a webhook\u003C/i\u003E\u0026nbsp;action attempts to make an HTTP POST to a URL specified in the properties of the action. The body of the webhook should be a JSON representation and may use\u0026nbsp;\u003Ca href=\u0022/article/qzdfgegk5z-personalization\u0022\u003Epersonalization tags\u003C/a\u003E\u0026nbsp;for substitution. For example, to pass the lead\u0027s email use \u003Ccode\u003E{{user.email}}\u003C/code\u003E.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022392\u0022 data-height=\u0022364\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/4ea370aafebcab96e10396df8457f497.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must set a URL, body, and optionally set headers in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EUse this action to enable a 3rd party system know that an action has taken place within DailyStory. For example, post a message to Slack when a new lead is created.\u003C/p\u003E\u003Ch2 id=\u0022earn_loyalty_points\u0022\u003EEarn loyalty points\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003EEarn loyalty points\u003C/i\u003E\u0026nbsp;action is used to add loyalty points to a contact.\u003C/p\u003E\u003Cp\u003ELoyalty points are used to incentivize contacts based on purchases or other behavior. When in use, points are designed to be transacted in exchange for coupons, free shipping, or other \u0022prizes\u0022.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you specify a positive or negative number in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Ch2 id=\u0022add_or_remove_lead_score_points\u0022\u003EAdd or remove lead score points\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003EAdd or remove lead points\u003C/i\u003E\u0026nbsp;action is used to add or remove points to a lead.\u003C/p\u003E\u003Cp\u003EPoints are useful for scoring a lead. Once a lead accumulates a certain point threshold, the lead could become sales qualified, moved to another campaign, tagged, or just about anything else you want to do. For example, if your target market is English speaking countries you could add points for some countries and event remove points for other countries.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you specify a positive or negative number in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EA lead\u0027s points can never go below zero. If the addition of negative points, e.g. -10, to a lead with 5 points results in a number less than zero the point total will be zero.\u003C/p\u003E\u003Cp\u003EUse this action to add or remove points to a lead as they participate in a campaign. Then use points to qualify or disqualify the lead.\u003C/p\u003E\u003Ch2 id=\u0022assign_a_task\u0022\u003EAssign a task\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003EAssign a task\u003C/i\u003E action creates and assigns a \u003Ca href=\u0022/article/qzgpqyvsyd-tasks\u0022\u003Efollow up task\u003C/a\u003E associated with the lead.\u003C/p\u003E\u003Cp\u003ETasks can be used to assign a follow up action, such as call this lead, to a team member in your DailyStory account.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you specify a task, who it is assigned to and the due date/time in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022393\u0022 data-height=\u0022507\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/67d7430b12c076188c1a5de64681d597.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003ETasks provide additional process used for your sales and marketing activities.\u003C/p\u003E\u003Ch2 id=\u0022add_a_note\u0022\u003EAdd a note\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003EAdd a note\u003C/i\u003E action adds a time stamped note to the contact\u0027s activity stream.\u003C/p\u003E\u003Cp\u003EThis is helpful for adding any additional comments about what a particular lead did within the campaign or a set of actions that were completed.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must specify the note text in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Ch2 id=\u0022do_not_contact_again_until\u0022\u003EDo not contact again until\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003EDo not contact again until\u003C/i\u003E action is used to set the date/time the contact can next receive any messaging from DailyStory.\u003C/p\u003E\u003Ccite class=\u0022warning\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EWarning\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must specify either a specific date/time or a sliding date in the block\u0027s properties. This will prevent any messages from being sent to a contact until after the date noted.\u003C/p\u003E\u003C/cite\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022390\u0022 data-height=\u0022335\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/d3a5c7d243db0730078f8c2e09db4fde.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EIf you want to delay sending messages, such as in a drip campaign. Use the\u0026nbsp;\u003Ci\u003EWhen past date/time\u003C/i\u003E\u0026nbsp;or\u0026nbsp;\u003Ci\u003EWhen time has passed\u003C/i\u003E\u0026nbsp;\u003Ca href=\u0022/article/pffq9y943p-autopilot-triggers\u0022\u003Etrigger\u003C/a\u003E.\u003C/p\u003E\u003Cp\u003EIf a contact\u0027s do not contact until the date is set to a future date, the message will not be sent immediately unless the message is marked as transactional.\u003C/p\u003E\u003Cp\u003EThe Do not contact date is handled differently for leads moving through an \u003Ca href=\u0022/article/xrhcd8830x-daily-story-autopilot-guide\u0022\u003EAutopilot Automation\u003C/a\u003E. if a lead is set to receive a message through an automation, but the lead\u0027s do not contact until the date is within the next week, the message will queue itself for delivery at that time. Otherwise, the message will not be sent to the lead.\u003C/p\u003E\u003Cp\u003EUse this action to set the contact to not be contacted again when running a heavy marketing campaign. For example, if you sent a text message and a coupon was claimed, prevent the system from sending messages to that person for a week.\u003C/p\u003E\u003Ch2 id=\u0022autoroute_to_subaccount\u0022\u003EAuto-route to subaccount\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003EAuto-route to subaccount\u003C/i\u003E\u0026nbsp;action automatically routes a lead to the subaccount \u003Ca href=\u0022/article/geocoded-lead-routing\u0022\u003Egeographically closest to the lead\u0027s location\u003C/a\u003E. This action is used primarily with DailyStory customers that have various physical locations, such as a fitness franchise with multiple locations.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action it requires that you have one or more subaccounts.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EWhen the lead is routed to the subaccount, DailyStory will create the lead in the subaccount in a campaign named identical to the parent\u0027s campaign. If none is found, a new campaign is automatically created and the lead is added.\u003C/p\u003E\u003Cp\u003EUse this action to run a pop-up campaign on the corporate website and distribute the leads generated from the popups to the locations closest to the lead\u0027s location.\u003C/p\u003E\u003Ch2 id=\u0022double_optin_email\u0022\u003EDouble opt-in email\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003EDouble opt-in email\u003C/i\u003E action is a special action used for double opting in email recipients.\u003C/p\u003E\u003Cp\u003EA double opt-in email is when the user subscribes to your marketing content and is then required to confirm their email. Immediately after subscribing, they receive an email with a confirmation link. They must click the confirmation link to confirm the validity of their email address.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must select an email to send in the block\u0027s properties. Furthermore, this email must contain a link with the \u003Ccode\u003E*|DOUBLE_OPTIN|*\u003C/code\u003E merge tag.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EWhen this action is used the contact is sent a confirmation email containing the \u003Ccode\u003E*|DOUBLE_OPTIN|*\u003C/code\u003E merge tag. The contact is then opted out of email and can no longer receive email until clicking the link using the \u003Ccode\u003E*|DOUBLE_OPTIN|*\u003C/code\u003E merge tag.\u003C/p\u003E\u003Cp\u003EIf the recipient of the confirmation email clicks a link with the \u003Ccode\u003E*|DOUBLE_OPTIN|*\u003C/code\u003E merge tag the recipient is opted in to email and logged as double opted in to email.\u003C/p\u003E\u003Ccite class=\u0022warning\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EWarning\u003C/span\u003E\u003Cp\u003EWarning: improper configuration of this automation can lead to contact\u0027s accidentally getting opted out.\u003C/p\u003E\u003C/cite\u003E\u003Ch2 id=\u0022go_to\u0022\u003EGo to\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003EGo to\u003C/i\u003E\u0026nbsp;action moves the lead to another step in the automation.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must select a step from the current automation to go to in the block\u0027s properties.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EUse this action to move the lead to another step in the automation if a condition changes.\u003C/p\u003E\u003Ch2 id=\u0022add_to_automation\u0022\u003EAdd to automation\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003EAdd to automation\u003C/i\u003E\u0026nbsp;action adds the lead going through the current automation to another automation. The automation being sent to does not need to be in the same campaign.\u003C/p\u003E\u003Cp\u003EFor example, if a lead completes a specific set of sequences within the current automation, such as a purchase you could automatically add them to another automation that sends a post-purchase follow up.\u003C/p\u003E\u003Ch2 id=\u0022remove_from_automation\u0022\u003ERemove from automation\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003ERemove from automation\u003C/i\u003E\u0026nbsp;action removes a lead from another automation. The automation being removed from does not need to be in the same campaign.\u003C/p\u003E\u003Cp\u003EFor example, if a lead completes a product purchase the lead could be removed from a prospect drip campaign.\u003C/p\u003E\u003Ch2 id=\u0022restart_automation\u0022\u003ERestart automation\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003ERestart automation\u003C/i\u003E\u0026nbsp;action resets a lead within the automation so that the lead can be processed again when the automation is triggered.\u003C/p\u003E\u003Cp\u003EFor example, an automation that scores a lead for visiting a specific page on your website. The same lead can visit multiple times and this would enable the lead to accumulate additional points on each visit.\u003C/p\u003E\u003Cp\u003EUse this action to accumulate actions or visits on your website and scoring a lead, e.g. after 3 visits to the licensing and pricing page the lead may become \u0022Qualified\u0022.\u003C/p\u003E\u003Ch2 id=\u0022end_this_automation\u0022\u003EEnd this automation\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003EEnd this automation\u003C/i\u003E action is a visual indication that the end of the automation has been reached. It is not necessary to use this action as an automation ends automatically when there is nothing else to do. However, this action provides a nice visual indication.\u003C/p\u003E\u003Ch2 id=\u0022add_to_zoom_webinar\u0022\u003EAdd to Zoom webinar\u003C/h2\u003E\u003Cp\u003EThe\u0026nbsp;\u003Ci\u003EAdd to Zoom webinar\u003C/i\u003E\u0026nbsp;action adds the contact in the automation to a specified Zoom webinar.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022806\u0022 data-height=\u00221132\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/83344c43b6dcc601208982a5f66318d4.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003ENote: to use this action, you must select a webinar in the block\u0027s properties. And, you must have enabled \u003Ca href=\u0022/article/9e6au46bfd-zoom-integration\u0022\u003EZoom integration\u003C/a\u003E.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EUse this action to add a contact to a webinar, such as when they sign up using a \u003Ca href=\u0022/article/5itiwxukqb-daily-story-web-forms\u0022\u003Eweb form\u003C/a\u003E or popup form.\u003C/p\u003E","publish_status":0,"post_type":"Article","author":{},"featured_image_updating":false,"meta_description":"Actions are Autopilot blocks that perform an automated action typically after a trigger or condition is met. For example, send a welcome email when a visitor signs up. Actions are always related to the lead moving through the automation. This can include sending the lead an email or sending someone on your team a notification. DailyStory uniquely offers more than 25 actions that you can use in an automation. The following is a list and description of each Autopilot Actions. Send an email The ...","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"sort_order":4,"total_views":1230,"date_published":"2023-12-14T15:23:17","date_updated":"2026-03-20T18:53:39","date_created":"2025-04-24T15:03:18.877"}}}