Automations

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Automations help you manage recurring processes in Mapp Engage – from simple system tasks to complex backend routines. They ensure that actions are executed reliably and on time, based on predefined triggers such as time schedules, group changes, or data imports.

While Automations can still be used for message-based workflows, most campaign scenarios – such as onboarding or promotional journeys – are now typically built with Whiteboards, which offer a more visual and flexible experience.

When to Use Automations

  • Perform background tasks triggered by system events

  • Keep contact data updated through scheduled routines

  • Automate internal processes or maintenance tasks

  • Run logic-based sequences without manual input

  • Trigger recurring imports, exports, or group operations

Key Functions

  • Define time-based or event-based triggers

  • Target specific groups, filters, or segments

  • Apply logic such as delays, splits, and goals

  • Execute actions like data exports, group updates, or notifications

  • Monitor execution logs and automation status

  • Activate or deactivate workflows as needed