Building automations

If you want to operate faster and more efficiently, you can use automations in Synerise. Go to the Automation β†’ Journeys tab and click the Build Automation button.

Important: You can read detailed instructions and node type explanations in the Automation article.

Each automation consists of a trigger and actions that lead to the desired result. In addition, you can define the conditions that must additionally be met for the automation to start.

Blank automation screen
A blank automation
  1. To begin, click Plus sign icon and select a trigger.
  2. Double-click the trigger and define its conditions.
  3. Hover over the trigger node, click Plus sign icon and add a node.
  4. Keep adding nodes and defining their conditions until the automation is ready.
    Simple automation
    A simple automation
  5. In the menu bar above the working area, you will find buttons that save your automation, save & run it, or cancel the changes that you made.
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