What is an automation?

An automation is a way of creating generic flows of messages to select contacts. Automations can be triggered in different ways; by sending a message, by opening a message, by creating and/or updating a contact. Automations are often set up for on-boarding programs and for sign-ups in regard to different events. However, you can use an automation every time you want one or more contacts to go through an automated generic flow of messages.

How it works

An automation works by combining at least three components - a trigger, a rule and an action - in various ways.

  • Trigger: The trigger component starts an automation with a sent message, opened message, contact created, contact updated or contact created/updated¬†
  • Rules: Rules control the space in between trigger and action - and between different actions. Rules can be of several types: All quizzes done, time delay, media played, contact group membership or contact has tags. You can apply one or more rules to guide the actions in your automation
  • Action: An action is something that happens at a certain stage in your automation and can be one of the following: Send message, update contact, update contact's groups or modify contact's tags
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