Overview
The Task Completed Trigger in Groundhogg allows you to initiate actions within a flow when a contact completes one or more specified tasks. This trigger is designed specifically for contacts and integrates seamlessly with the “Create Task Action” to automate processes based on task completion.
When to Use
Use the Task Completed Trigger when you want to automate follow-up actions after a contact completes a task, such as sending a confirmation email, applying a tag, or moving the contact to the next step in your flow. It’s ideal for scenarios where task completion signifies a key interaction or milestone in your customer journey.
How It Works
The Task Completed Trigger activates when a contact completes the tasks you’ve specified in the trigger settings. It must be preceded by a “Create Task Action” in the flow, which defines the task(s) to be completed. You can configure the trigger to run when any or all of the selected tasks are completed, allowing flexibility in how you structure your automation. Once the trigger activates, it can initiate subsequent actions like sending emails, updating contact records, or redirecting the flow.
Setup Instructions
- Add the Trigger: Drag and drop the “Task Completed” Trigger into your flow from the Groundhogg flow builder.
- Configure Settings:
- Select the specific tasks that must be completed to activate the trigger. You can choose “Any” or “All” tasks from the list of preceding tasks created by a “Create Task Action.”
- Ensure Prerequisites: Verify that a “Create Task Action” exists earlier in the flow to define the tasks the contact needs to complete.
- Save Changes: Click “Save” to apply your settings and activate the trigger.
Example Use Case
Imagine you’re running a coaching program where clients must complete a questionnaire task before scheduling a consultation. You set up a flow with a “Create Task Action” to assign the questionnaire task to the contact. After this, you add a Task Completed Trigger configured to activate when the questionnaire task is marked complete. Once the contact submits the questionnaire, the trigger fires, automatically sending a confirmation email with a scheduling link and applying a “Ready for Consultation” tag to the contact’s profile, streamlining the process and ensuring timely follow-ups.
FAQs / Troubleshooting
Q: Why isn’t the Task Completed Trigger firing?
A: Ensure that a “Create Task Action” precedes the trigger in the flow and that the tasks selected in the trigger settings match those created by the action. Also, verify that the contact has marked the task as complete.
Q: Can I track how many contacts complete the tasks?
A: Yes, enable the “Track conversion” option in the trigger settings to monitor completions in the flow report.
Q: What happens if I select “All” tasks in the settings?
A: The trigger will only activate when the contact completes all the tasks listed in the settings, not just one.
Q: Can I use this trigger without a prior task action?
A: No, the Task Completed Trigger requires a “Create Task Action” earlier in the flow to function, as it relies on tasks defined by that action.
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