Navigation Path​

  1. In the ​Main Navigation​, click ​Automations​ >​Automations​.
    ⇒The ​Automations​ window opens to the ​Time-based​ tab.
  2. Click ​Event-based​.
    ⇒ The ​Event-based​ window opens.
  3. Click ​Create​.
    ⇒ The ​Automation​ window opens to the step ​1. Create Define Event​.
  4. Enter the desired settings for the event (see ​Edit Event (window)​).
  5. Click ​Edit Job​.
    ⇒ The step ​2. Edit Event-based Job​ opens.

Purpose​

In this window you define an event-based job.

This includes:

  • Selection of the type of job.

  • Definition of specific settings.

  • Creation of an optional delay between the event and the job.

When the system detects that the event has taken place, it executes the event-based job.

Related Topics​

Basic Settings​

Setting

Description

Name

Displays the name of the automation as defined in the ​Edit Event​ window.

Description

Displays a description of the automation as defined in the ​Edit Event​ window.

Event

Displays the type of event as defined in the ​Edit Event​ window. Every time this event occurs, the dependent job is executed by the system.

Job

Selects the job. This is the task automatically carried out by the system every time the event occurs.

There are two different types of events and jobs: (C) for contact-related or (S) for system-related. The designations (C) and (S) guide you in combining a job and an event. Always combine a (C) event with a (C) job. Always combine an (S) event with an (S) job. See ​Contact (C) vs. System (S) Automations​.

Define Job​

This area defines the job in greater detail. The fields displayed here depend on the selected job.

For more information, see All Available Event-Based Jobs​.

Define Delay​

In this area you can define a time delay between the event and the resulting job. If you define a delay, the system waits the specified amount of time after the event takes place before executing the event-based job. If you do not define a delay, the system executes the job immediately after the event takes place.

Hint:

A selection applied to an event-based job is calculated when the job is executed, not when the event takes place. This means that the selection is calculated after the delay.

  • Delay: Defines whether there should be a delay between the event and the resulting job.

    • No: There is no delay between the event and the resulting job. As soon as the system registers the event, it executes the job.

    • Yes: There is a delay between the event and the resulting job.
      Unit: Defines whether the delay is calculated in minutes, hours, days or weeks.
      Value: Defines the duration of the delay.

Schedule​

  • Time Frame >: This button saves your changes and opens the ​Define Time Frame​ window (see ​Define Time Frame (window)​). Here the execution of the event-based job is limited to a certain time frame.

  • Edit Event: This button opens the ​Edit Event​ window (see Edit Event (window) ​). The name and description of the automation as well as the automation event are defined in this window.