Lead Management24% of the exam
Completion actions: triggers, limits and order
Which assets and interactions trigger completion actions, what the standard and conditional actions do, the 15-action and 6-group limits, throttling, and why completion actions are not retroactive and run in no defined order.
Define the capabilities of a completion action.
~8 min read · 10 practice questions ·
What the exam expects
- Name the assets and prospect interactions that trigger completion actions, and the interactions that never do.
- Pick a standard or conditional completion action for a requirement, including assignment, Salesforce task and campaign actions.
- Apply the per-asset limits (15 actions, 6 conditional groups, the enhanced email trigger limits) and the classic email exemptions.
- Explain why completion actions don't reach past activity or run in sequence, and which tool to use instead.
- Predict the effect of throttling on repeat downloads, clicks and submissions.
Key terms:
- Completion action: an action an asset runs when a prospect interacts with it.
- Standard action: runs on every prospect who triggers the asset.
- Conditional group: a prospect condition plus the actions that run only for prospects who meet it.
- Trigger: on emails, the open, link click or unsubscribe that fires the actions.
- Throttling: a waiting period that stops some actions repeating on rapid repeat interactions.
Key facts
Assets
- Detail
- Forms, form handlers, files, custom redirects, emails, page actions
Never trigger
- Detail
- Image downloads, filtered activities, unsubscribe link clicks, preference page clicks
Timing
- Detail
- Not retroactive; only activity after the action is added
Order
- Detail
- No defined order; use Engagement Studio for sequences
Email link clicks
- Detail
- Run once per prospect per link
Per-asset limit
- Detail
- 15 actions and 6 conditional groups; classic emails exempt
Enhanced email limits
- Detail
- 15 for open and unsubscribe, 5 for link click; no conditional on link click
Create Salesforce task
- Detail
- Not synced until the prospect is assigned
Add to campaign
- Detail
- Only if the prospect has a Salesforce lead or contact
Autoresponder throttle
- Detail
- 4 hours on most assets; none on forms
- Why might a prospect notice a slow form submission on a busy form?
- When the user named in a Notify User action is deleted, what happens to that action?
- When a prospect resubmits a hosted form three times, how many autoresponder emails arrive?
- How many prospect conditions can a single conditional group hold?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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