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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 FacetSegment: add a Facet Segment 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 Segment 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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More information
Goals and Facets Segments applied via Form submissions are returned to the Send2CRM client rather than being saved to Salesforce immediately, which allows them to be applied for both identified and anonymous Visitors. When identified the Send2CRM client will in turn send the values to Salesforce as part of the normal Visitor sync.
Platform Events are a flexible option for custom actions and retrieving custom data passed through session events from the Send2CRM client. See Automation Events for more details.