The Send2CRM automation wizard offers a convenient graphical user interface for administrators to manage automatic actions when client requests are received.
The automation wizard is used whenever a Send2CRM Automation record is created, viewed or edited.
The first pane allows editing of the overall record details:
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. |
Conditions
Conditions determine when the automation should be applied. The wizard assists with adding all the different types of condition that Send2CRM supports.
See Automation Conditions or Example Conditions for more information.
More information
Goals and Facets 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.