Automation Rules vs. Completion Actions


Match Any vs Match All

  • Match All is AND functionality
  • Match Any is OR functionality

Use Rule Group Option to mix and match “Match All” and “Match Any”

Automation vs. Segmentation Rules

  • Automation Rules are retroactive
    • They look for past, present and future Prospects that meet the criteria
  • Automation Rules are constantly running
  • Automation Rules will match a prospect one time only
    • Rules only match a prospect. Rules will never unmatch a prospect
  • Automation Rules are most flexible


  • Segmentation Rules only match existing Prospect at the time the rules are executed
  • Segmentation Rules focus primarly on list building
    • Add or remove Prospect Tags
    • Add or remove Prospects from Lists
    • Add or remove Prospects from Salesforce Campaigns


Automation vs. Completion Actions

Two Main Differences:

  1. Ability to define criteria
    • Define criteria to match on prospects
  2. The number of times the defined actions will affect prospects
    •  Automation rules will only take action on a matched prospect once.
      • Great for initial processes like Prospect assignment, grading, custom scoring and campaign membership
    • A Completion Action will fire each and every time a Prospect takes the chosen action
      • Example:
        • Send an internal notification when someone submits a Contact Us form
        • Send email autoresponder with link to whitepaper

Completion Actions vs. Dynamic Lists

  • Completion Actions are not rule based
  • Completion Actions can only add or remove prospects from static lists
    • Best used where there would never be a reason to remove the Prospect from the list
  • Dynamic Lists are self maintaining base on rule criteria
  • Dynamic Lists can add or remote Prospects
  • Dynamic Lists are only for list membership and not for taking actions outside of the segmentation