Within a Program: How to Use the Actions Tab

The Actions tab is where you activate omni-channel orchestration. It's where your Program journey turns into actual action — ad campaigns, CRM or MAP campaigns, sales sequences, and hand-off notifications for Sales. This article walks you through how to add and configure actions across channels and what to watch for once your actions are live.

Before you start

You'll need an Admin or Manager user role.

The integrations for any actions you plan to use (Salesforce, HubSpot, Marketo, Salesloft, Outreach) need to be connected first — you'll find them under Settings → Integrations.

What you'll see on the Actions tab

The Actions tab shows every activity running across your program journey, plus how targets are currently distributed.

Each stage column shows the stage name, how many targets are there now, and a delta — the number who entered during your selected date range. A positive delta means things are moving in the right direction! Individual steps include their own count and delta.

The date range filter (default: Last 30 days) changes the metrics on every card but keeps the board structure the same. Adjust it to compare performance across time windows.

How to add an action

The flow is the same for every action type:

1. Open the Actions tab in your Program.

2. Within the stage or step, click Add Content to launch ads, or click Add Actions to activate omni-channel orchestration capabilities across Salesforce, HubSpot, Marketo, Salesloft, or Outreach. 

3. Configure the ad content or select an action type from the panel.

4. Configure the action (the fields vary by type — see the Action types section below).

5. Click Save. The card appears on your board immediately.

Action types

Ad Content

Delivers ad content to your targets at this stage or step in the journey.

1. Select Add content.

2. Choose a content piece from your library. Click launch content.

Optional: Add a stop date

To run content until a specific date, select a stop date before launching.

The card appears in the stage column with its creative preview, status, and live metrics (Content status, Impressions, Reached, Clicks, CTR%).

Ad content tips:

• If reached is much lower than your target count, you may need to improve your audience or talk to your Customer Success Manager about allocating more resources to this ad.

• Low CTR usually means the message isn't compelling enough to drive action. 

• Click the creative thumbnail to open content settings and edit the campaign

• Click any metric to open a filtered audience slideout showing the targets contributing to that number.

• Click here to learn how to pause, archive, or resume content.

Salesforce Campaign (Update Campaign Member)

Updates Campaign Member status in Salesforce — or adds targets to a campaign — when they enter this stage in the journey.

1. Select Salesforce Campaign.

2. Choose a Campaign from the dropdown (all campaigns are listed with name).

3. Choose a Campaign Member Status. The dropdown is populated from the selected campaign; if no custom statuses exist, you'll see "Sent" and "Responded" as defaults. Pick the status that reflects where this stage sits in your funnel.

   

4. Click Add action.

Once added, this action card will show the count of targets added to or updated within the campaign.

HubSpot List (Add to List or Remove from List)

Adds or removes HubSpot contacts from a Static List as targets enter this stage.

1. Select HubSpot List.

2. Choose your mode: Add to List or Remove from List.

3. Select a Static List from the dropdown. Only static lists appear — dynamic lists are excluded because they manage their own membership.

4. Click Add action.

Once added, this action card will show the Added count or Removed count as targets move through the journey.

Low "Added" counts at an early stage may signal that the HubSpot connection needs checking.

Marketo List (Add to Marketo List)

Adds targets to a static Marketo list when they enter this stage in the journey. Optionally, Influ2 can create a lead in Marketo for targets who aren't there yet.

1. Select Add to Marketo list.

2. Select a static list from the dropdown. 

3. Click Add action.

Once added, this action card will show the Added count as targets move through the journey. A target who's already in the list when they enter the stage still counts as a success — there's simply nothing more to do for them. 

Creating leads for unmatched targets: By default, Influ2 does not create a new lead in Marketo for a target it can't match — that target is skipped and appears as a failure in the export. To have Influ2 create a lead automatically instead:

- Turn on Create records for unmatched targets under the Leads tab in your Marketo integration settings (Settings → Integrations → Marketo).

This is off by default and applies to all Marketo list actions in your account. When it's on, Influ2 sends the target's email (required, used as the matching key), first name, last name, and company to create the lead — no other fields are sent.

Keep in mind:

• This action only picks up targets who enter the stage after the action was added — there's no backfill for targets who were already there.

• You can select only one static list per action. To add targets to more than one list, add a separate action for each list. The same list can't be added twice on the same stage or step — Influ2 will warn you and block the save.

• Editing the action to select a different list only affects targets who enter after the edit. Targets already added under the old list configuration are not moved or reprocessed.

• Pausing the action stops it from processing new targets. Anyone who enters the stage while it's paused is permanently skipped — there's no catch-up when you resume, so only pause if you're comfortable with that gap.

• Archiving the action is irreversible and requires confirmation. It stops processing immediately; your historical Added counts are kept but hidden unless you turn on "show archived."

• You can only delete this action card if the Marketo integration is disconnected. Deleting removes the card from the board but does not erase historical data or remove targets already added to the Marketo list — and the card comes back if you reconnect.

Outreach Sequence or Salesloft Cadence

Enrolls targets in an Outreach Sequence or  Salesloft cadence when they enter this stage.

1. Select Outreach Sequence or Salesloft Cadence.

2. Choose a Sequence or Cadence

   1. Salesloft: all non-archived cadences are shown.

   2. Outreach: all sequences are shown (no filtering for archived sequences). 

3. Choose who the contact gets assigned to.

3. Adjust the toggle settings to:

   1. Remove the contact from any other active sequences/cadences first, then enroll them in this one. 

   2. Skips enrolling a contact in this sequence/cadence if they are already active in another one.

4. Click Add action.

Once added, this action card will show the count of targets Enrolled, or a count of Skipped contacts due to enrollment criteria.

Notify Sales Team

Sends a marketing hand-off notification to your sales team to prompt them to reach out when a target enters this stage or step.

1. Select marketing hand-off as the action

2. Click Add action — no additional configuration is needed. Influ2 uses whichever transition condition you've already set to decide what the notification says.

A hand-off is created once, the moment a target transitions onto the marked step or stage.

How this relates to regular signal notifications

A Marketing hand-off notification is separate from — and doesn't replace — the regular signal notification a follower might also get for the same event. A follower with both Ad engagements and Marketing hand-off turned on in Follower settings gets both notifications for an ad click that triggers a hand-off; a follower with only one enabled gets only that one. See How to Configure Target Followers and Notifications to control which categories reach which followers.