This page provides detailed guidance on using Automations in Mapp Engage. While campaign-driven use cases are better handled through Whiteboards, Automations remain essential for backend tasks, system-triggered actions, and recurring data operations.
Automation Types
When creating an automation, you can choose from the following types:
Time-Based Automations
Triggered at defined intervals – hourly, daily, weekly, or custom.
Example: Export all newsletter contacts every Monday at 08:00.
Event-Based Automations
Triggered by specific system or contact events, such as:
Contact enters or leaves a group
A message is opened, clicked, or bounced
An import finishes or a file is uploaded
There are two categories of events:
Contact events (e.g. a specific user opens a message)
System events (e.g. group message finished)
Profile-Based Automations
Executed when a profile meets specific criteria – e.g. based on attribute values.
Used for:
Calculating scores (lead scoring, age calculation)
Mapping values to new fields
Assigning categories
This type is especially useful for transforming or segmenting data after imports or form submissions.
Automation Structure
All Automations follow a basic structure:
Trigger → (Optional) Logic → Action
Logic options include:
Wait: delay between trigger and action
Split: branch paths based on conditions
Goal: define exit condition to stop the workflow early
Available Actions
Automations support a variety of actions:
Action Type | Description |
|---|---|
Send Message | Send an email, SMS, or push (not recommended for journeys) |
Add to Group | Add contact to one or more groups |
Remove from Group | Remove contact from one or more groups |
Update Profile | Modify a contact attribute or category |
Export Data | Send data export via FTP or email |
Import File | Launch a file import (e.g. scheduled sync) |
Notify User | Send notification to internal user (email only) |
Trigger Another Flow | Start a different automation (chaining) |
Common Use Cases
Automations are useful for:
Data Management
Remove inactive or bounced contacts from groups
Update attributes based on external input
Apply transformations to imported data
Scheduled Jobs
Perform daily or weekly data exports/imports
Generate and send internal reports
Run regular group membership checks
Backend & System Tasks
Notify admins about delivery issues or import errors
Sync profile values across attributes or categories
Handle post-import logic (e.g. scoring, validation)