Automation dictionary

A

Automation

The name of the module where you can create automated workflows. Sometimes it’s used as an adjective to describe the type of workflow you can create in the module.

B

Business automation

The type of the workflow that involves data integration with external sources. Such a workflow can be triggered by receiving data requests from external tools (for example, an ecommerce platform) and the data from Synerise can be sent to external tools in response to circumstances specified in the workflow. To build such a workflow, users can use only business-oriented nodes and it doesn’t require customer data.

C

Canvas

The area on the interface where you create a diagram.

Connection

All nodes on canvas must be connected in an order. Remember that some nodes have more than one required connection. You can also split connections between nodes using Split Path node.

D

Diagram

The structure of the workflow (nodes and paths).

Data transformation

A sequence of transformation nodes which are put together to make modifications to a sample file. The transformation is inserted into a workflow by using the Data Transformation node.

E

Executed

The counter you can find in the statistics of a node. It shows the number of times profiles entered and left a node.

Entered

The counter you can find in the statistics of a node. It shows the number of times profiles arrived at a node.

Event context

While defining the settings of a node, a user has the possibility of using data (event parameters) received in the trigger nodes or in Profile Filter nodes in a diagram. This provides a possibility of inserting dynamic values, for example in the input or request in a webhook.

Full documentation about event context is available here.

Example

In the workflow that has the following structure:

Transaction (trigger) > Send email (action) > End

The template of the email in the Send email action contains a dynamic value taken from the parameters of the transaction.charge event that defines the total cost of the purchase:

“Hello! Thank you for your purchase. The total value of your cart is: {{event.params.totalAmount}}”

F

Finished

The number of times customers arrived at the final step of the workflow (the End node). The number is not equal to the number of unique customers who finished the workflow - one customer can participate in the workflow many times (if the customer meets the conditions of the trigger that starts the workflow).

G

Goal

It is selected in the beginning of data transformation and it is designed to help you receive the output data of the transformation. There are standard and custom goals. The standard goals are import of transactions, events, and profiles to Synerise. The Custom goal requires you to know the output of the transformation.

I

Incoming integration

It allows you to receive data from external sources, which triggers a workflow. Check how to create an incoming integration.

In workflow

These statistics are displayed on the list of workflows. It informs about the number of times a workflow is launched (and still in progress).

N

Node

A building element of the workflow. There are several types of nodes: triggers, flow control, conditions, and actions.

The menu that appears after clicking on the node the icon.

Non-business automation

The type of the workflow that uses profile data and reacts to the profile behavior in a defined way.

O

Outgoing integration

It allows you to send data to external sources but also use Synerise open API. Check how to prepare an outgoing integration.

P

Path

A profile starts a path every time they meet the requirements of the trigger of a workflow. The path reflects the progress of a profile in a workflow.

Pending

The duration of the state between arriving at the step and execution of the activity set in the node logic (it’s connected with the Delay node). This piece of information is available in the statistics of the node.

R

Reach time

This piece of information is available in the statistics of a node. Time it took a path to reach a step from the starting point (trigger).

S

Schema

It’s the structure of data a user selects or create, for example, while preparing an outgoing integration. You can read more about Schema Builder here.

Statistics

See the complete documentation on the workflow statistics here.

W

Workflow

A sequence of nodes that together describe a scenario and define the course of actions to be performed in defined circumstances. This term refers to the concept of an automated process - a customer entering and completing this process. The structure of the workflow is referred to in the documentation as a diagram.

WARNING: Each workflow can last 60 days. After those 60 days, if a user is stuck in the workflow (for example, they didn’t meet the conditions in an Event Filter), the workflow is automatically finished.

Workflow capping

The limit users use to define the allowed number of repetitions of the entire worfklow. It also concerns the limits within the nodes. You can find more information about capping here.

Workflow status

A workflow can have one of the following statuses:

Draft - It is a workflow that has been saved but it hasn’t been activated yet.
Running - It’s an activated workflow.
Paused - It’s a workflow that is stopped temporarily.
Stopped - It’s a workflow that is stopped permanently.

The status of the workflow changes to Stopped when (applies only to workflows triggered by Audience):

it’s been 62 days from the latest execution of the trigger,
it is a one-off workflow and it is completed,
the limit of repetitions in the trigger settings runs out

In the audit log, this change of the workflow status will be marked as a change done by internal user.

Each status allows certain scope of actions. The scope of actions:

Action:	Edit	Activate	Pause	Stop
Draft
Running	*
Paused	*
Stopped	*

*The editing option allows changing the settings in the nodes only. You won’t be able to add new nodes to the diagram.