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21 changes: 18 additions & 3 deletions docs/points/points.rst
Original file line number Diff line number Diff line change
Expand Up @@ -64,18 +64,30 @@ Campaign triggers

**Modify Contact's Campaigns** - Add a Contact to or remove a Contact from any Campaigns you have activated.

.. image:: images/point-trigger-modify-contacts-campaigns.png
:alt: Modify Contact’s Campaigns interface with input fields and action buttons

Contact triggers
================

**Modify Contact's Segments** - Add a Contact to or remove a Contact from any Segments you have activated.

.. image:: images/point-trigger-modify-contacts-segment.png
:alt: Modify Contact’s Segments interface with input fields and action buttons

**Modify Contact's tags** - Add or remove any Tags on the Contact record. If a Tag doesn't exist, you may create a new one in the edit window for this event.

.. image:: images/point-trigger-modify-contact-tags.png
:alt: Modify Contact’s tags interface with input fields and action buttons

Add-on triggers
===============

**Push Contact to Integration** - To only push Contacts to an Integration after hitting a minimum Point total, use this option. You must have the **Triggered action push Contacts to Integration** option selected in the Integration. After selecting this event, the system displays a dialog box where you can choose which Integration to push the Contact to. For example, if you base your definition of a Marketing Qualified Lead (MQL) on Point values, you may decide to only push Contacts who are MQLs to your CRM. Once a Contact meets the Points requirement to be an MQL, use this action to push the Contact to your CRM.

.. image:: images/point-trigger-push-contact-to-integration.png
:alt: Push Contact to Integration interface with input fields, a dropdown menu, and action buttons

.. note::

The Push Contact to Integration action isn't supported with the Salesforce Plugin.
Expand All @@ -85,8 +97,8 @@ Email triggers

**Send an Email** - Send a template Email to the Contact based on their engagement. This may be some sort of special offer, congratulations, etc.

.. image:: images/send-an-email-to-user.png
:alt: Screenshot of Send an Email to User Email trigger
.. image:: images/point-trigger-send-an-email.png
:alt: Screenshot of Send an Email trigger

**Send an Email to User** - Tell a team member that a Contact has reached a minimum number of Points. There is an option in this event to send the Email to the Contact's owner. You may either write a basic Email in the editor, or use a template Email.
* Selecting a User and selecting the option of **send Email to Contact's owner** notifies both Contacts.
Expand All @@ -95,4 +107,7 @@ Email triggers

* You can add more Emails to 'to', 'cc' and 'bcc' fields - separated by a comma. You can add space after each comma if needed.

* Sends Notification to all address - User's Email, owner's Email, to, cc and bcc.
* Sends Notification to all address - User's Email, owner's Email, to, cc and bcc.

.. image:: images/send-an-email-to-user.png
:alt: Send an Email to User interface with input fields, a dropdown menu, a switch, and action buttons