Configuring an automation

To configure an automation:

  • Click Create a new automation on the Automations management page.The Create automation configuration page displays.

CreateAutomation

The Create automation configuration page

  • Enter a name for the automation in the first field

Complete the following steps for each of the panels on the page:

Active nodes

This panel enables you to select one or more nodes to which the automation should be applied.

  • Under Add nodes, click the arrow to the right of the field and select an appropriate node. The name of the relevant node appears in black beneath the field
  • Select further nodes as required

Note: If you want to remove a node from the selection, click the X next to its name.

Trigger

This panel enables you to determine the event and behavior that instigates the triggering of an action.

Use the relevant fields to configure:

  • Events Select the required event. For example, abandoned cart, campaign subscribed, opened ticket and similar events. When an event is selected, the Advanced options button displays. If you click it, you can add conditions to the event, according to its type. For example, for a Viewed page event, you could add a Date, URL, or PageCategories condition and similar. For an Abandoned cart event, you may want to add a monetary or a product-based condition.You can add more than one condition to the event, but they will always be treated as having an AND operator
  • From customer Select whether the event should relate to:
    • A known customer
    • An anonymous customer
    • Both
  • Context: Select a context, for example, a digital campaign event, a retail event, a Web event, or similar, to refine how the event is applied

Action

This panel enables you to define what happens when the event takes place. There are three potential action categories, which are displayed as tabs within the panel:

  • Tag: Use an event property or a constant to modify or enrich the customer properties.
  • Webhook: Notify third-party systems that the event has taken place.
  • Send Email: Send a transactional email to the customer that the event relates to, through a Contactsend account, or deliver a notification to a fixed address.

Click the appropriate link above, for more about configuring the actions.

You can configure one, two or all of the actions, if required.

  • When you are finished, click Save
    You are returned to the Automations management page and the automation is added to the list. It is automatically activated.

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