Automation Component Documents

• [tutorial] Creating a follow up email

  Table of Contents I. Create your follow up email(s) II. Setup your Inbound Form III. Create a follow up email (two ways) … Read more →

• [Developer Notes] Extending Marketing Automation Trigger & Action Definitions

  Table of Contents How does it work Triggers Example Triggers Trigger Filters Actions Example Actions Action Filters Creating new Triggers … Read more →

• [tutorial] How to create a Lead when a user is registered using the Automation component.

  Table of Contents Steps 1. Create new Automation Rule 2. Set trigger to ‘On new WP user creation’ 3. Leave … Read more →

• [feature explanation] What does the Defer Processing toggle do?

  When we create automation rules we can set to have them defer their processing to our background cronjob worker, which … Read more →

• [tips] Trigger: Tracked page view event

  When leveraging the ‘Tracked page view event’ trigger, be sure to only apply your actions to events that contain a … Read more →

• [tutorial] Trigger Send Email Event / Automatically Email New Post Notifications

  Table of Contents The Draft to Publish Trigger Method The Email Trigger Event Method Step 1. Create your automated email … Read more →

• [Trigger Guide] Quick introduction into available triggers.

  Table of Contents What is an Automation Trigger? Available Triggers On Lead Create or Update On Lead Creation On Lead … Read more →