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33 changes: 24 additions & 9 deletions docs/points/points.rst
Original file line number Diff line number Diff line change
Expand Up @@ -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.

Expand Down Expand Up @@ -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.
Expand All @@ -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.
Expand All @@ -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.
* 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