Introduction
In this section, we will explore the different buttons and features in the Automations area. You will learn their purpose and how to use them to navigate your scenarios efficiently and manage your automations smoothly.
Overview of automations
On the left side of your screen, a new button called "Automations" lets you access this section.
Available Templates
In this section, you'll find three ready to use automations
Offer a 10% discount code after a customer’s first purchase.
Offer points for a specific specific product purchase.
Offer points for a multiple products purchase
When you click on one of these templates, you’ll need to name your automation and publish it to activate it.
Managing automations
On the right side next to each automation, you’ll find three points that allow you to Rename or Delete your automations
Rename: change the name of the automation.
Delete: permanently remove the automation.
Automation status
Indicates the current status of the automation "Draft ; Activated or Inactive"
Executions
Indicates the number of times the automation has been triggered.
Revenue
Indicates the amount of revenue generated by the automation.
Last Update
Displays the date of the last modification made to the automation.
Activation and deactivation button
This button allows you to activate or deactivate your automation.
Statistics Tab
This tab allows you to view data related to your automation.
Number of Executions
Indicates how many times the automation has been triggered.
Execution List
Displays the list of customers who have benefited from the automation.
User revenue
Displays the revenue generated by the user.
Available filters
At the top right, you can filter your automations using three options:
Draft: shows automations you have created but not yet published.
Active: shows automations that are currently active.
Inactive: shows automations you have set as inactive.
Create an automation
Next to the filters, the Create an automation button lets you create your first automation and set up your rules according to your needs.
When you click the Create an automation button, a window opens allowing you to:
Name the automation
Limit execution: you can choose to restrict this automation to a single execution per customer.
Choosing a trigger
Once you have named your automation and clicked Start, you can select a trigger.
Currently, three triggers are available:
Order placed : the automation is triggered when a customer places an order.
Mission completed : the automation is triggered when a mission is completed.
Referral completed by the referrer : the automation is triggered when the referred user places their first order.
Managing an automation
In the Automation window, at the bottom of the page, you will find the Settings menu, which allows you to:
Rename the automation if needed.
Change the execution limit: you can choose to restrict the automation to a single execution per customer.
Save your changes to keep any modifications.
Next to the Settings button, you will find two other options:
Zoom in or out on your automation to adjust the view according to your needs and more easily visualize the different elements of your automation.
Save: Allows you to save your automation without publishing it, so you can return to it later.
Scheduling an automation
On the Automations page, at the top right, click the Publish button.
You can then:
Schedule the automation
Or publish it immediately.
1. Publish now
If you choose to publish your automation immediately, you can:
Publish it without an end date
Or set an end date, which means that on the specified date and time, your automation will be automatically deactivated.
2.Schedule my automation without an end date
You can set your automation to start on a specific date and time, without specifying an end date.
3. Schedule my automation with an end date
You can set your automation to start on a specific date and time and automatically end on a specified date and time.
4. Additional option
When scheduling your automation, the main menu and the Automation section still allow you to:
Activate your automation immediately
Or redefine an end date for your automation.
4.1 In the main menu
4.2 In the automation
Deactivating the automation
When your automation is active, a red Deactivate button appears at the top left.
You can use it to:
Deactivate your automation immediately;
Or schedule its deactivation for later.
1. Deactivate now
This button allows you to immediately deactivate your automation. It will no longer run until you reactivate it.
2. Deactivate later
This button allows you to schedule the deactivation of your automation for a specific date and time.
income generation
When setting up an action, you have the option to track the revenue generated by this automation in Loyoly’s revenue.
In the attribution window, you can define the time frame after which the action will be considered as revenue generated by Loyoly.
