Action Options are the configurable rule conditions that dictate how a Campaign Action will behave when it is reached by campaign members during the flow of a Campaign. They are configured via the Action's Properties.
At minimum, every Action has a Default Option. The steps for configuring Default Options can vary from Action to Action, but in general, you will simply need to use the provided fields to set a desired behavior. Once set, the behavior specified in the Default Option will automatically be applied to any campaign member that does not match any other configured Option in the Action.
In addition to the Default Option, you may also include as many additional evaluation Options as you would like. Options are evaluated before the Default Option is applied. With these in place, the prospect detail of campaign members (field data and activity history) is compared to search criteria that you specify, and ultimately, a specific Action behavior, which you define, is applied to all campaign members that match.
NOTE - When Options are used, the Default Option can be disabled by unchecking the Enabled checkbox next to "Default Option."
Action Options will be applied to campaign members as follows:
If a campaign member exactly matches one Option, the matching Option will automatically be applied, and the prospect will immediately be released from the Action to continue through the Campaign Flow.
OR
If a campaign member matches multiple Options within one Action, the rule for the FIRST matching Option will be applied, and the prospect will immediately be released from the Action to continue through the Campaign Flow. Any other matching Option rules will NOT be applied.
OR
If a campaign member does not match any Option while the Default Option is ENABLED, the rule for the Default Option will automatically be applied,and the prospect will immediately be released from the Action to continue through the Campaign Flow.
OR
If a campaign member does not match any Option while the Default Option is DISABLED, the prospect will immediately be released from the Action to continue through the Campaign Flow.
To learn how to configure an Action's Properties, click here.
To learn how to configure an Action's Default Option, click here.
To learn how to configure additional Campaign Action Options, click here.
To learn more about Campaign Actions, click here.