SendPulse users can set up Automation360 start by such conditions:
- Add subscriber
- Special date
- Contact webhook
- Change variable
- Custom event
Flow start events require at least one of these two variables: «email» or «phone.»
Starting a flow by «Add subscriber» event
To set up this type of flow start, first, specify a mailing list that will be tracked for the event.
The type of event and mailing list ID will be displayed on the flow start block.
Additionally, users can turn on the option that starts the flow when the mailing list is updated with a contact who is already on it.
Generally, mailing lists are updated from one of the following sources: integrations with third-party resources, SendPulse user panel, REST API, signup forms, manual updates of mailing lists, transfer of a mailing list segment from one list to another, changes caused by the «Action» block of Automation360.
As soon as the user sets the flow starts, its parameters will be displayed on the block: start condition, mailing list ID, and flow start settings.
Starting a flow by «Special date» event
Use the «Special date» event type as your flow start, when you need to start the sequence when the «Date» variable on the mailing list gets a specific value.
After you have chosen an event for the "Flow start," its type, ID of the mailing list, and flow start parameters will be displayed on the flow start block.
Such a flow start is usually used to send clients messages on their special dates or to inform customers about the expiration of their subscription.
Naturally, the mailing list must contain that variable.
«Contact webhook» event
This event tracks actions of subscribers, who have somehow reacted to an email: opened it or clicked a link in the message.
Refer to this article for a more detailed explanation of how webhooks work.
The "Flow start" block, in this case, will display the type of event and ID of the tracked mailing list:
«Change variable» event
Use this event to start the flow when the value of a specific variable on the mailing list changes.
The user must specify a mailing list that will be monitored for updates.
This event also offers an option to set a specific value for the variable to trigger the flow starts when the variable gets it:
Start by a custom event
An event is a condition set up by the user, a sort of a webhook the user on their end integrates that; the user then must send the event to SendPulse to trigger the flow start.
Events may have various variables, but variables «email» or «phone» are compulsory.
This event type has an option to use variables from the mailing list — for instance, if clients' names are on the list, but custom event can't transfer these details to SendPulse. So, if the user can transfer corresponding clients' phone or email, other details, like name, will be taken from the mailing list automatically.
To set the flow start by a custom event, click «Add new event»:
This way, you will open the Event Manager.
Click «Add new event»:
Now either choose an event from the list: Abandoned cart, Registration, Purchase, or select «Custom event»:
The variables «email» and «phone» are locked as they are obligatory ones, but users can set up other variables for the event: they specify variables' names and their format.
Click «Add variable» to add one that is not on the list of pre-set variables.
Events log offers preset variables for several event types:
«Registration» event type:
«Purchase» event type:
Custom events are set up by users:
After the event setup is complete, the user will receive a link to send the event to:
The new event will be displayed in the Event Manager, where users can delete, turn on and off or edit it:
Custom events are displayed in the flow builder in the events list:
Last Updated: 2020-04-14