Automation dictionary

A


Automation

The name of the module where you can create automated workflows. Sometimes it’s used as an adjective to describe the type of workflow you can create in the module.

Analytics

In the running, paused, and stopped workflows, above the canvas, a user can enter the Analytics section. After double-clicking the node, a statistics panel appears on the right side of the screen.

B


Business automation

The type of the workflow that involves data integration with external sources. Such a workflow can be triggered by receiving data requests from external tools (for example, an ecommerce platform) and the data from Synerise can be sent to external tools in response to circumstances specified in the workflow. To build such a workflow, users can use only business-oriented nodes and it doesn’t require customer data.

C


Canvas

The area on the interface where you create a diagram.

Client automation

The type of the workflow that uses customer data and reacts to the customer behavior in a defined way.

D


Diagram

The structure of the workflow (nodes and paths).

E


Executed

The counter you can find in the analysis of a workflow. It shows the number of times customers entered and left a node.

Entrance

The counter you can find in the analysis of a workflow. It shows the number of times customers arrived at a node.

Event context

While defining the settings of a node, a user has the possibility of using data (event parameters) received in the preceding node in a diagram. This provides a possibility of inserting dynamic values, for example in the input or request in a webhook.

Read more about event context here.

Example

In the workflow that has the following structure:

Transaction (trigger) > Send email (action) > End

The template of the email in the Send email action contains a dynamic value taken from the parameters of the transaction.charge event that defines the total cost of the purchase:

“Hello! Thank you for your purchase. The total value of your cart is: {{event.params.totalAmount}}

F


Finished

The number of times customers arrived at the final step of the workflow (the End node). The number is not equal to the number of unique customers who finished the workflow - one customer can participate in the workflow many times (if the customer meets the conditions of the trigger that starts the workflow).

G


Global scope

The global scope is available in the Analytics section of a workflow. It shows the ratio of the number of paths that met the requirements necessary for action performance to the number of all paths launched in the workflow.

I


Incoming integration

It allows you to receive data from external sources, which triggers a workflow. Check how to create an incoming integration.

In workflow

This piece of information is displayed on the list of workflows. It informs about the number of times a workflow is launched (and still in progress).

N


Node

A building element of the workflow. There are several types of nodes: triggers, flow control, conditions, and actions.

Node Context menu

The menu that appears after a right click on the node.

O


Outgoing integration

It allows you to send data to external sources but also use Synerise open API. Check how to prepare an outgoing integration.

P


Path

A user starts a path every time they meet the requirements of the trigger of a workflow. The path reflects the progress of a customer in a workflow.

Pending

The duration of the state between arriving at the step and execution of the activity set in the node logic (it’s connected with the Delay node). This piece of information is available in the Analytics section in the workflow.

R


Reach time

This piece of information is available in the Analytics section in the workflow. Time it took a path to reach a step from the starting point (trigger).

S


Schema

It’s the structure of data a user must select or create while preparing an outgoing integration.

W


Workflow

A sequence of nodes that together describe a scenario and define the course of actions to be performed in defined circumstances. This term refers to the concept of an automated process - a customer entering and completing this process. The structure of the workflow is referred to in the documentation as a diagram.

WARNING: Each workflow can last 60 days. After those 60 days, if a user is stuck in the workflow (for example, they didn’t meet the conditions in an Event Filter), the workflow is automatically finished

Workflow capping

The limit users use to define the allowed number of repetitions of the entire worfklow. It also concerns the limits within the nodes. You can find more information about capping here.

Workflow status

There are three types of statuses:

  • Draft - It is a workflow that has been saved but it hasn’t been activated yet.
  • Running - It’s an activated workflow.
  • Paused - It’s a workflow that is stopped temporarily.
  • Stopped - It’s a workflow that is stopped permanently.
    Each status allows certain scope of actions. The scope of actions:
Action:  Edit  Activate Pause Stop
Draft Green checkmark Green checkmark Red checkmark Red checkmark
Running Green checkmark* Red checkmark Green checkmark Green checkmark
Paused Green checkmark* Green checkmark Red checkmark Red checkmark
Stopped Green checkmark* Red checkmark Red checkmark Red checkmark

*The editing option allows changing the settings in the nodes only. You won’t be able to add new nodes to the diagram.

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