Automation

Learn about the benefits, prerequisites and best practices of Automation module

Introduction to Automation

Check the terminology related to the Automation module

Automation dictionary

Learn how to build a workflow

Creating workflows

Trigger nodes explained

• Data Changed node

  This trigger starts a workflow when changes in the customer data are detected

• Audience node

  The trigger starts a workflow for specific customer groups at a scheduled date

• Client Event node

  This trigger starts a scenario when a defined customer activity is detected

• Business Event node

  This trigger starts a workflow without the customer context

• Scheduled Run node

  This trigger lets you define the start date of your workflow

Condition nodes explained

• ABx Test node

  This node branches paths according to the allocation assumptions set in the condition

• Client Filter node

  It lets through customers in the workflow who met conditions defined in the filter

• Metric Filter node

  It branches scenario into paths that match and not match results of the metrics

• Event Filter node

  It lets customers through in the workflow if they perform a defined activity

• Business Filter node

  It lets a journey continue if a certain set of business events co-occur

Operation nodes explained

• Data Transformation node

  Use this node to supply transformation diagrams with data files

• Local File node

  Lear how to use this node to upload a file from your device

Flow nodes explained

• Optimize time node

  The AI engine calculates the best time for performing marketing actions for every customer

• Delay node

  It makes customers wait before passing through the subsequent step in the workflow

• End node

  It finishes a workflow

• Merge Paths node

  It combines separate paths into one and limits the action executions

• Split Path node

  It branches a path into multiple paths

Action nodes explained

• Update Profile node

  It changes the attributes of a customer

• Email Alert node

  Send email alerts to defined email addresses

• SMS Alert node

  Send SMS alerts to defined phone numbers

• Send Email node

  In response to circumstances defined in a workflow, send emails to your customers automatically

• Send Client Event node

  It generates a new event for a customer

• Send Mobile Push node

  Communicate with your customers automatically by sending them mobile pushes

• Send SMS node

  Communicate with your customers through text messages

• Send Webpush node

  Communicate with your customers through web pushes

• Outgoing integration node

  Send requests from Synerise to external systems

• Synerise collection

  A collection of nodes that allow you to transfer data to and from Synerise

Integration

• Incoming integration

  Receive requests from external systems to Synerise and use this data to trigger workflows

• Outgoing integration

  Send data to external systems in the form of an action

• HTTP integrations

  Learn how to upload data by HTTP protocol using the HTTP node

• SFTP integrations

  Learn how to upload a file from a server using the SFTP node

Data transformation

• Introduction to data transformation

  Learn how to modify files and import them to Synerise through Automation

• Creating data transformation

  Learn how to build a data transformation diagram

• Transformations and data operators

  Learn more about nodes that let you modify a file for import

Define the limits within nodes and limits regarding the whole workflow

Limits

You can select the steps in the workflow to be tracked and see statistics

Automation activity tracking

You can reuse data from preceding nodes to continue building a workflow and personalize content

Reusing event context from preceding nodes

Learn how and where you can use event expressions in Automation

Using event expressions in Automation