Action nodes explained

This type of nodes allows users to define what kind of actions happen in response to circumstances defined in a workflow.

Usage guidelines

• Actions cannot be used as a starting point of a workflow.
• Actions are not tracked in automations by default. If you want to have statistics or include information about the movement of a customer to a specific action on a customer’s profile, you need to turn this option on in the settings of an action.
• You can define how many times an action can be repeated when a customer goes through the same path again.

Actions can be divided into three categories:

Communication

These nodes allow sending messages to customers in an automated way in four communication channels.

• Send Email
• Send SMS
• Send Mobile Push
• Send Webpush

Data management and integrations

These nodes allow updates of customer attributes, generating events for customers, and send requests from Synersie to external systems.

• Update Profile
• Generate Event
• Outgoing Integration

Alerts

These nodes allows sending text messages or emails to the chosen phone numbers and emails.

• Email Alert
• SMS Alert

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