STEP 3 Automation

Introduction

This user-friendly module allows you to create, validate, and automate the entire customer workflow, starting from transactional emails (thanks to emails, confirmations, and so on) to advanced multi-path marketing strategies.

From this chapter you will learn:

What the Automation module looks like,

where to find the information about basic configuration.

Automation module

Every automation process could be built from five types of nodes:

Triggers - When their conditions are met, they start the automation.
Conditions - These narrow down the number of target profiles and eliminate those who shouldn’t be the subject of further actions.
Operation nodes - This is a collection of nodes which are meant to transfer, upload files and transform data.
Actions - These are actions taken by the system in relation to profiles, such as updating data or sending messages.
Flow control - These nodes organize the automation flow.

Learn more about nodes and creating easy automations from our video!