Goal
To create a new event-based automation.
An automation is a system job that, once set up, is completed by the system without manual input from the user.
Every event-based automation has two parts, an event and a job. Every time the event occurs, the system executes the job.
See Event-Based Automation.
How To
- In the Main Navigation, click Automation.
⇒The Whiteboard window opens. - Click the Event-based tab.
⇒The Event-based Automations Overview window opens. - Click the New Automation button.
⇒The Edit Event window opens. - Enter a name and description for the automation.
- Select the event. This is the contact activity, system event or API call that triggers the automation. For a list of all available events, see All Available Events
- Select the desired settings for the event. The settings depend on the selected event.
- Click the Edit Job button.
⇒The Edit Event-based Job window opens. - Select the job. The job is the task automatically carried out by the system whenever the event takes place. For a list of all available jobs, see All Available Event-Based Jobs.
- Enter the desired settings for the job. The settings depend on the selected job.
- Click the Time Frame button.
⇒The Define Time Frame window opens. - Define the time frame by selecting a Start Date and an End Date. Within this time frame, every time the event takes place, the job is executed. See Define Time Frame (window).
- Define the Time Zone of execution.
- In the Notifications area, select which system users receive a reminder email before the end date. The reminder is sent 30 days before the end date.
- Click Save & Activate to immediately activate the automation. Click Save & Close to save the automation without activating it. Only active automations are executed by the system.
⇒The automation is saved and activated. The automation has the status Activated, Running if the start date is immediate and Activated, Scheduled if the start date is in the future.