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Event-based Automations
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Event-based Automations
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Event-Based Automation
An automation is a system job that, once set up, is completed by the system without manual input from the user. Advantages There are two basic types of event-based automation: contact-related (C) and system-related (S). Contact-related (C) e...
Contact (C) vs. System (S) Automations
Every event-based automation has two parts: an event and a job. Every time the event occurs, the system executes the job. Not every event and job can be combined. There are two different types of events and jobs. (C) stands for contact-related. ...
Event-Based Automations Overview (window)
Navigation Path In the main Navigation, click Automations > Automations . Click Event-based Purpose This window provides an overview of all event-based automations in the system. In this window, you can create, edit an...
Edit Event (window)
Navigation Path In the Main Navigation, click Automations> Automations ⇒ The Automations window opens to the Time-based tab Click Event-based. ⇒ The ...
Edit Event-Based Job (window)
Navigation Path In the Main Navigation, click Automations >Automations . ⇒The Automations window opens to the Time-based tab. Click Event-based. ⇒ The Event-based window opens. Click Create. ⇒ The A...
Define Time Frame (window)
Navigation Path In the Main Navigation, click Automations > Automations . ⇒The Automations window opens to the Time-based tab. Click Event-based. ⇒The Event-based window opens. Click Create. ⇒The Au...
API Methods for Event-Based Automations
Certain API methods can be used to trigger an event-based automation. In this case the API call is the event. For more information, see Event-Based Automation . API 2.0 and Control XML Methods The following table lists the API 2.0 and Control...
Create a New Event-Based Automation
Goal To create a new event-based automation. Background Information 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....
Activate an Event-Based Automation
Goal To activate an event-based automation. The system only executes active automations. Background Information Activation changes the status of an automation to: Scheduled if the automation has never been executed before. Running&nbs...
Deactivate an Event-Based Automation
Goal To deactivate an event-based automation. An inactive automation is never executed by the system. Background Information Deactivation changes the status of an automation to Deactivated. This status indicates that an automation was m...
Define Time Frame for an Event-Based Automation
Goal To define the time frame for an event-based automation. The time frame consists of a start date and an end date. The automation is activated on the start date. The automation is deactivated on the end date. Within this time frame, the job is...
Events
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