Client Event node

This trigger starts the scenario immediately when Synerise receives information that a customer has performed a specific action, for example, submitted a form or reacted to a notification by opening it or clicking a link in it. Such actions are called events and they define customers’ activities in the touchpoints integrated with Synerise.

Requirements


  • You must have customers in your database.
  • You must implement a tracking code into your website.

Node configuration


  1. Click the pencil icon.
    Result: A pop-up shows up.
  2. Click Choose event.
    Result: A dropdown list shows.
  3. From the dropdown list, select the event which is to trigger the journey.
    Important: The contents of the list are added dynamically, which means that the list consists of events that occurred within your business profile.
  4. Optionally, click the + where button to select the event parameters. This lets you narrow down the event occurrence that triggers the journey.
    • Select the parameter.
    • Define the operator.
    • Enter the value of the parameter.
  5. Confirm the settings by clicking the Apply button.

Example of use


Example of use
Example of a journey that uses the Client Event trigger

The purpose of the journey is to send an email with a purchase summary every time a customer buys a product.

  1. Add the Client Event trigger node. From the list of events, choose the event which signifies a purchase (product.buy).
  2. Connect the trigger with the Send email action. In the settings of the node, select the appropriate template or create a new one.
  3. Complete the process with the finishing node (End).
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