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. Every time the event occurs, the system executes the job.

See Event-Based Automation​.

How To​

1. In the ​Main Navigation​, click ​Automation​.

   ⇒The ​Whiteboard​ window opens.

2. Click the ​Event-based​ tab.
   ⇒The ​Event-based Automations Overview​ window opens.

3. Click the ​New Automation​ button.
   ⇒The ​Edit Event​ window opens.

4. Enter a name and description for the automation.

5. 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​

6. Select the desired settings for the event. The settings depend on the selected event.

7. Click the​ Edit Job​ button.
   ⇒The ​Edit Event-based Job​ window opens.

8. 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​.

9. Enter the desired settings for the job. The settings depend on the selected job.

10. Click the ​Time Frame​ button.
    ⇒The ​Define Time Frame​ window opens.

11. 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)​.

12. Define the ​Time Zone​ of execution.

13. 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.

14. 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.