CRM action steps overview

This article explains how to use cRM action steps overview in Tarvent Journeys.

What we'll cover

1. Concepts
2. What is included
3. How to use it
4. FAQ
5. Need help?

1 Concepts

What this step does
The CRM actions overview step performs an action or controls flow inside a journey.

Step settings
Configure the step in the right-side editor, and click Save after making changes.

Contact criteria
Many steps support Apply to which contacts so the step only runs for contacts who match selected criteria.

Integration fields
CRM steps may include fields such as Integration, Pipeline, Scope, or assignment options, depending on the action.

Note: After adding a step to the map, click it to open the step editor on the right and configure the settings.

2 What is included

This overview page is a starting point for understanding the related journey features and how they work together.

• Messaging steps such as Send email and Send notification email
• Contact update steps such as tags, groups, profile updates, and notes
• Control steps such as Start a journey and Exit a journey

3 How to use it

Here are the steps:

1. Open the journey and go to the relevant area in the left panel.
2. Review the available options and how they affect the journey.
3. Configure one test example in a draft journey.
4. Save the changes, and confirm the behavior before using it in production.

4 FAQ

5 Need help?

If you need help with setup or troubleshooting, contact support. We are happy to help.