Configuring a Real-time Source

Example of the Automation configuration page with a Real-time Source selected

Note:
The following description uses an Abandoned cart event as an example. However, provided an event has been configured in Hub, it will be available for selection.

Ensure you have selected Real-time on the New automation page, then do the following to configure the source:

  1. Click Real-time Source in the Automation configuration panel.
    The Source configuration options display in the Sidebar.
  2. Under Incoming event, select the event that will trigger a contact to be added to the automation.
    For example, Abandoned cart.
  3. Under Event rules, add a condition to further refine the incoming event, if required, as follows:
    1. Click Add condition, then select the appropriate one from the drop-down list.
      For example, amount – total.
      Note:
      The available event rule conditions vary, according to the Incoming event that is selected.
    2. Select the required operator type.
      For example, Equal to or greater than.
    3. In the next field, enter the appropriate value or text, according to the type of condition selected.
      For example, 100.
    4. Click Add condition, to define further event rule conditions, if required.
  4. Under Demographic rules, add a customer-related demographic property condition, to further refine the incoming event, if required, as follows:
    1. Click Add condition, then select the appropriate one from the drop-down list.
      For example, extended – loyalty_status.
      Note:
      The available conditions include both base and extended properties, as defined in Hub for the relevant workspace.
    2. Select the required operator type.
      For example, Equal to.
    3. In the next field, enter the appropriate value or text, according to the type of condition selected.
      For example, Gold.
    4. Click Add condition, to define further demographic rule conditions, if required.
  5. Under Attributes for step action personalization, do the following, to further define the event, if required:
    1. Click the Insert text… field and, for example, enter a relevant product name, such as ‘red boots with heels’.
    2. Click Select…, then Event property.
      A new Select… field displays.
    3. Select a property from the drop-down list.
      For example, products – name.
      Note:
      The available attribute properties vary, according to the Incoming event that is selected.
    4. Click Add attribute, to define further event attributes, if required.
  6. Under Removing event, click Select…, and choose an event that will trigger a contact to be removed from the automation, if required.
    For example, Completed order.
  7. When you are finished, click the Automation configuration panel, to continue creating the automation.

Also see:

 

 

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