diff --git a/docs/points/images/modify_contacts_campaigns.png b/docs/points/images/modify_contacts_campaigns.png new file mode 100644 index 00000000..4e0c121d Binary files /dev/null and b/docs/points/images/modify_contacts_campaigns.png differ diff --git a/docs/points/images/modify_contacts_segments.png b/docs/points/images/modify_contacts_segments.png new file mode 100644 index 00000000..4aedbef3 Binary files /dev/null and b/docs/points/images/modify_contacts_segments.png differ diff --git a/docs/points/images/modify_contacts_tags.png b/docs/points/images/modify_contacts_tags.png new file mode 100644 index 00000000..a6859a76 Binary files /dev/null and b/docs/points/images/modify_contacts_tags.png differ diff --git a/docs/points/images/new_points_action.png b/docs/points/images/new_points_action.png new file mode 100644 index 00000000..806d5d93 Binary files /dev/null and b/docs/points/images/new_points_action.png differ diff --git a/docs/points/images/new_points_trigger.png b/docs/points/images/new_points_trigger.png new file mode 100644 index 00000000..4521b681 Binary files /dev/null and b/docs/points/images/new_points_trigger.png differ diff --git a/docs/points/images/new_points_trigger_events.png b/docs/points/images/new_points_trigger_events.png new file mode 100644 index 00000000..33100181 Binary files /dev/null and b/docs/points/images/new_points_trigger_events.png differ diff --git a/docs/points/images/points-action.png b/docs/points/images/points-action.png deleted file mode 100644 index 7caaa8e8..00000000 Binary files a/docs/points/images/points-action.png and /dev/null differ diff --git a/docs/points/images/points-trigger.png b/docs/points/images/points-trigger.png deleted file mode 100644 index 1aa50203..00000000 Binary files a/docs/points/images/points-trigger.png and /dev/null differ diff --git a/docs/points/images/push_contact_to_integration.png b/docs/points/images/push_contact_to_integration.png new file mode 100644 index 00000000..596d8f9f Binary files /dev/null and b/docs/points/images/push_contact_to_integration.png differ diff --git a/docs/points/images/send-an-email-to-user.png b/docs/points/images/send-an-email-to-user.png deleted file mode 100644 index 3b77c11a..00000000 Binary files a/docs/points/images/send-an-email-to-user.png and /dev/null differ diff --git a/docs/points/images/send_an_email.png b/docs/points/images/send_an_email.png new file mode 100644 index 00000000..5a68e9a0 Binary files /dev/null and b/docs/points/images/send_an_email.png differ diff --git a/docs/points/images/send_an_email_to_user.png b/docs/points/images/send_an_email_to_user.png new file mode 100644 index 00000000..850d7d44 Binary files /dev/null and b/docs/points/images/send_an_email_to_user.png differ diff --git a/docs/points/images/trigger-events.png b/docs/points/images/trigger-events.png deleted file mode 100644 index efbbdbd7..00000000 Binary files a/docs/points/images/trigger-events.png and /dev/null differ diff --git a/docs/points/points.rst b/docs/points/points.rst index e5acf2bb..9f1a4462 100644 --- a/docs/points/points.rst +++ b/docs/points/points.rst @@ -17,8 +17,8 @@ To add a new action: 1. Click **Points > Point Actions > + New** - located in the top right corner. -.. image:: images/points-action.png - :alt: Screenshot of Points action +.. image:: images/new_points_action.png + :alt: Screenshot of New Points action 2. In the main panel, there are four boxes for key information. Enter the appropriate information. @@ -49,33 +49,45 @@ Point Triggers Once a Contact has accumulated a Point total, you may want to trigger an action with the Contact. You may create multiple triggers for different Point values. -.. image:: images/points-trigger.png - :alt: Screenshot of Points trigger +.. image:: images/new_points_trigger.png + :alt: Screenshot of New Points trigger Creating Point Triggers is like creating Point Actions. The **Name**, **Description**, **Category**, and **Active** options are all the same. The trigger fires based on the minimum number of Points. Set a number and decide if you want to **Trigger for existing applicable Contacts upon saving - if activated**. Once you have decided and entered those options, go to the **Events** tab. Here, you can trigger one or more events once a Contact has reached your predetermined Point total. These Point Triggers and associated events are also fully customizable. -.. image:: images/trigger-events.png - :alt: Screenshot of Points trigger events +.. image:: images/new_points_trigger_events.png + :alt: Screenshot of New Points trigger events Campaign triggers ================= **Modify Contact's Campaigns** - Add a Contact to or remove a Contact from any Campaigns you have activated. +.. image:: images/modify_contacts_campaigns.png + :alt: Screenshot of Modify Contact's Campaigns + Contact triggers ================ **Modify Contact's Segments** - Add a Contact to or remove a Contact from any Segments you have activated. +.. image:: images/modify_contacts_segments.png + :alt: Screenshot of Modify Contact's Segments + **Modify Contact's tags** - Add or remove any Tags on the Contact record. If a Tag doesn't exist, you may create a new one in the edit window for this event. +.. image:: images/modify_contacts_tags.png + :alt: Screenshot of Modify Contact's Tags + Add-on triggers =============== **Push Contact to Integration** - To only push Contacts to an Integration after hitting a minimum Point total, use this option. You must have the **Triggered action push Contacts to Integration** option selected in the Integration. After selecting this event, the system displays a dialog box where you can choose which Integration to push the Contact to. For example, if you base your definition of a Marketing Qualified Lead (MQL) on Point values, you may decide to only push Contacts who are MQLs to your CRM. Once a Contact meets the Points requirement to be an MQL, use this action to push the Contact to your CRM. +.. image:: images/push_contact_to_integration.png + :alt: Screenshot of Push Contact to Integration + .. note:: The Push Contact to Integration action isn't supported with the Salesforce Plugin. @@ -85,8 +97,8 @@ Email triggers **Send an Email** - Send a template Email to the Contact based on their engagement. This may be some sort of special offer, congratulations, etc. -.. image:: images/send-an-email-to-user.png - :alt: Screenshot of Send an Email to User Email trigger +.. image:: images/send_an_email.png + :alt: Screenshot of Send an Email trigger **Send an Email to User** - Tell a team member that a Contact has reached a minimum number of Points. There is an option in this event to send the Email to the Contact's owner. You may either write a basic Email in the editor, or use a template Email. * Selecting a User and selecting the option of **send Email to Contact's owner** notifies both Contacts. @@ -95,4 +107,7 @@ Email triggers * You can add more Emails to 'to', 'cc' and 'bcc' fields - separated by a comma. You can add space after each comma if needed. - * Sends Notification to all address - User's Email, owner's Email, to, cc and bcc. \ No newline at end of file + * Sends Notification to all address - User's Email, owner's Email, to, cc and bcc. + +.. image:: images/send_an_email_to_user.png + :alt: Screenshot of Send an Email to User Email trigger \ No newline at end of file