- 1 Minute to read
- Print
- DarkLight
Create a New Event-Based Automation
- 1 Minute to read
- Print
- DarkLight
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. Every time the event occurs, the system executes the job.
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.