Who This Is For / When to Use
Use these Goal Events when you want a workflow to automatically advance contacts based on real outcomes, rather than waiting for time delays or manual checks.
Common use cases include:
Moving contacts forward after a payment is received.
Triggering follow-ups when someone clicks a review request link.
Skipping unnecessary workflow steps once a key action occurs.
What Goal Events Do
A Goal Event acts as a checkpoint inside a workflow.
When a contact meets the goal condition, they jump directly to the
Goal step regardless of where they currently are in the workflow, and continue from that point.
This allows workflows to respond immediately when a desired outcome happens.
Goal Event Type: Invoice Paid
The Invoice Paid goal completes when a contact has an invoice that reaches a qualifying payment status.
Possible qualifying statuses:
Paid
Partially Paid
You can choose how the goal determines which invoice qualifies.
Invoice Matching Behavior
Option 1: Specific Invoice
Associate the goal with a specific Send Invoice action in the workflow.
Result:
The goal is complete only when that specific invoice reaches the selected status.
Option 2: Any Invoice
Leave the associated invoice action empty.
Result:
The goal completes when any invoice belonging to the contact reaches the selecteis completed payment status.
Invoice Paid Goal Configuration
Configuration options include:
Select Type of Goal: Invoice Paid
Select Invoice Status: Paid or Partially Paid
Select Associated Invoice Action (Optional):
Choose a specific invoice action from the workflowIf Contact Reaches This Goal Action Without Meeting Conditions:
Define whether the contact waits or continues
Goal Event Type: Review Request Clicked
The Review Request Clicked goal completes when a contact clicks a review request link sent from the system.
You can track clicks across all channels or restrict them using filters.
Available Filters
Optional filters allow you to narrow the goal condition.
Channel Filter
Limit the goal to review clicks from specific channels:
SMS
Email
WhatsApp
Review Link Filter
Limit the goal to a specific review link.
If no link is selected, any review request link click can complete the goal.
Review Request Clicked Goal Configuration
Configuration options include:
Select Type of Goal: Review Request Clicked
Select Channel (Optional): SMS, Email, WhatsApp
Override Review Link (Optional): Track a specific review request link
If Contact Reaches This Goal Action Without Meeting Conditions:
Define whether the contact waits or continues
How to Add These Goal Events to a Workflow
Open Automations → Workflows.
Edit an existing workflow or create a new one.
Add a Goal Event step.
Select one of the following goal types:
Invoice Paid
Review Request Clicked
Configure optional filters or invoice settings.
Choose what happens if the contact reaches the step before meeting the goal condition.
Click Save Action.
Once configured, contacts will automatically jump to the goal when the condition occurs.
Example Use Cases
Invoice Paid Workflow
Workflow steps:
Send Invoice
Wait for payment
Goal Event: Invoice Paid
When the invoice status changes to Paid or Partially Paid, the contact immediately jumps to the Goal step and continues to the next action, such as sending a receipt or onboarding instructions.
Review Request Clicked Workflow
Workflow steps:
Send Review Request SMS
Wait 2 days
Goal Event: Review Request Clicked
When the contact clicks the review request link, they jump directly to the Goal step and can receive a follow-up message such as:
Thank-you message
Referral request
Loyalty offer
Common Issues and Fixes
Goal Does Not Trigger for Invoice Payment
Possible causes:
Invoice status is not Paid or Partially Paid.
The goal is linked to a specific invoice action and a different invoice was paid.
Fix:
Confirm the invoice status matches the configured goal status.
Remove the associated invoice filter if you want any invoice to trigger the goal.
Goal Does Not Trigger for Review Click
Possible causes:
Channel filters exclude the message channel used.
The review link filter does not match the clicked link.
Fix:
Remove filters to allow any channel or any review link.
Verify the review request was sent through a supported channel.
FAQ
What happens when a contact meets a Goal Event condition?
When the condition is met, the contact immediately jumps to the Goal step in the workflow and continues from there.
Can a Goal Event trigger before a contact reaches the step?
Yes. If a contact meets the goal condition anywhere earlier in the workflow, they will jump directly to the Goal step when the event occurs.
What happens if a contact reaches the Goal step but has not met the condition yet?
The workflow follows the option configured in “If contact reaches this goal action without meeting its conditions.”
For example:
Wait until the goal is met
Continue through the workflow normally (if configured)
Do Invoice Paid goals require a Send Invoice step?
No. If you leave Select Associated Invoice Action empty, the goal will complete when any invoice belonging to the contact reaches the selected status.
Do Review Request Clicked goals require a specific channel?
No. If no channel is selected, any review request click across all supported channels can complete the goal.