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Automation Name

Give the automation a descriptive name so you can find it later.

Action Type

Highlight Event: add a Session event to Highlights

Apply a Goal: add a Goal to the Visitor

Apply a Facet: add a Facet to the Visitor

Raise a Platform Event: trigger an event for custom handling

Tested Data Type

Form: form submissions handled by mappings

Visitor: the overall data on each visitor update

Session: an individual session/visit within a visitor update

Event: a single session event (such as page view) within a visitor update

Name Value

Facet name, Goal name, or internal event name

Numeric Value

For Goals only, the numeric value to apply

Condition Matching

AND: the automation will only run if all conditions are met

OR: the automation will run if any single condition is met

Active

Only active automations will run.

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