Adding a Check step

To add a Check step to an automation, do the following:

  1. Click CHECK in the Steps selection panel.
    A check panel is added to the Automation configuration flow diagram, with the name Choose Type.
    YES and a NO paths are also created.
    See Creating an automation for more about the Steps selection panel.

The check Choose Type panel

  1. Click the Choose Type panel.
    The initial Check configuration options display in the Sidebar.
  2. Under Type, select:
    1. Wait for Trigger
      Pauses the automation until the selected Trigger event takes place. If the event does not happen within a defined time frame, the NO path is taken.
      or:
    2. Wait and Check
      Pauses the automation for a defined period of time, then checks to see whether the selected Trigger event has taken place. If the event has not happened after the defined period, the NO path is taken.

As soon as the check type is selected, further configuration options display and the name of the check panel in the flow diagram is updated accordingly.

Example of the Wait for Trigger type

  1. Enter a Description, if required.
  2. Under Check > Trigger, select:
    1. Clicked
      A URL field displays. Select the appropriate URL from the list.
      or:
    2. Opened

The flow diagram is updated accordingly.

Example of the flow diagram with an Opened trigger applied

  1. Under Altenative path > If not triggered in, define how long to wait for the trigger, or how long to wait until checking if the trigger event has take place, before using the NO path.
  2. When you have finished defining the Check step, add further actions and steps to each path, as required:

If you have finished defining the automation, follow the steps given under Completing the automation.

Also see:

 

 

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