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 dots that allow you to Rename or Delete your automations
Rename: change the name of the automation.
Delete: permanently remove the automation.
Executions
Indicates the number of times the automation has been triggered.
Last Update
Displays the date of the last modification made to the 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.
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, two 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.
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:
Save: lets you save your automation without publishing it, so you can come back later.
Publish: makes your automation active immediately.
You can also zoom in or out on your automation to adjust the view and easily see the different elements of your flow.
