Marketing Automation Best Practices

Enhancing Account Engagement Forms with Conditional Completion Actions


In the evolving landscape of digital marketing and customer engagement, businesses are constantly seeking innovative personalised ways to connect with their customers. If a company is currently leveraging Account Engagement as their Marketing Automation system, there is one function that has gained significant traction to achieve this - conditional completion actions. By employing this powerful functionality, companies can enhance their customer interactions and drive more meaningful and adaptive conversions. In this blog post, we will explore the concept of conditional completion actions and discuss their potential impact on account engagement.

Conditional completion actions refer to a set of customised responses or actions triggered by specific conditions or user inputs. Instead of providing generic replies, businesses can leverage conditional completion actions to deliver personalised and contextually relevant content to their customers. This feature utilises a combination of machine learning algorithms, natural language processing, and historical user data to generate dynamic and tailored responses.

What follows are some examples for how and when conditional completion actions can / should be applied.

Setting up completion actions on Account Engagement forms

To set the function into context - let say we what to notify a specific user depending on what region the prospect that fills out the form belong to. It would look something like this:

Or if someone has opted out from before and we want to make sure that they get “Do not email” and “Opted out” set to false upon new form submission:

Condition are selected as any other completion actions and can be leveraged the same way:

…only that you have the flexibility to decide what criteria should cause the specific action you want applied:

So what can you gain by leveraging Account Engagement conditional completion actions?

Personalised Recommendations:
  • One of the key benefits of conditional completion actions is the ability to offer personalised product or content recommendations based on user preferences or behavior. By analysing past interactions and browsing patterns, businesses can present relevant suggestions that align with the customer's interests. This personalised approach fosters a sense of individual attention and increases the likelihood of conversion.

Proactive Customer Support:
  • Conditional completion actions empower businesses to provide proactive customer support by automatically addressing common inquiries or issues. Through pre-defined triggers, the system can recognise specific keywords or phrases and offer relevant assistance or solutions. This not only reduces response times but also enhances customer satisfaction and loyalty.

Gamification and Rewards:
  • Incorporating gamification elements into account engagement can significantly boost user participation and loyalty. Conditional completion actions can be utilised to offer rewards such as higher scoring or grade based on specific interactions or achievements.


Conditional completion actions provide businesses with a powerful tool to elevate their account engagement strategies. By leveraging the capabilities of machine learning and natural language processing, companies can deliver personalised and contextually relevant experiences to their customers. From tailored recommendations to proactive support and interactive engagement, this functionality enables businesses to build stronger relationships with their audience, increase conversions, and foster brand loyalty. As the digital landscape continues to evolve, embracing conditional completion actions can prove to be a game-changer for businesses seeking to thrive in a highly competitive market.

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