How to Create an Automation Triggered by an Event

With SendPulse, you can create an automation triggered by an event. Process customer data using various elements, and inform your customers about an abandoned cart, registration on the site, or purchase through different communication channels — email, SMS, web push, Viber, Instagram, Telegram, Facebook, or WhatsApp.

In this article, we'll show you how to add and configure each element and start an automation.

Go to "Email" > "Automations," and click Create new automation.

Configure Automation Settings

Enter your automation name, specify the sender, connect Google analytics, and select the unsubscribe page and unsubscribe form's language.

Set the Series Start by an Event

If you set up a series start triggered by an event, the automation flow will start after SendPulse tracks this event and receives data from the URL.

Select the event that will start the flow in the "Flow start" element on the right panel.

Learn more: "How to Create Events."

Additionally, you can select a mailing list from which the variable values will be added.

You can check if you want to stop the series by event and select an event.

As soon as the service tracks an event with the subscriber's email address, the flow will stop for this contact.

You can also count a series stop as a conversion.

Click Apply.

Add an Element to Send a Message

In Automation360, you can send a message to the user via "Email," "SMS," "Viber," "Push," and "Messenger" elements.

Email

Drag the "Email" element into the editor field, and specify the start message’s sending time.

Please note that ariables from a mailing list will only be added to the email if the contact data from the event matches the email address or phone number of the contact in the mailing list.

Read more about block execution conditions in the article: Element (Block) Execution Time.

Enter your email subject and preheader. You can personalize the subject and preheader by adding variables from a tracked event or mailing list.

Select a template. Additionally, you can attach files to your email.

You can also turn off the unsubscribe link if you are sending a transactional email.

You can disable the unsubscribe link for only three "Email" elements.

Click Apply.

That the email will be sent to the email address specified in the email variable of the tracked event.

SMS

Drag the "SMS" element into the editor field, and specify the start message’s sending time.

The message will be sent to the phone number specified in the phone variable of the tracked event.

Enter the SMS sender's name and SMS text. You can personalize the message text and insert variables.

You can enter up to 11 Latin characters in combination with numbers as your SMS sender name, including spaces. Entering numbers without letters is not allowed.

Additionally, you can add the unsubscribe link, which will add from 23 to 25 characters to the overall length of your message text.

Click Apply.

Viber

Drag the "Viber" element into the editor field, and specify the start message’s sending time.

Select your sender and message template. Add your variables from the list, and set the message lifetime.

Click Apply.

The message will be sent to the phone number specified in the phone variable of the tracked event.

Push

Drag the "Push" element to the editor, and select the recipients of your push message.

Enter the start notification’s sending time. Enter your title, text, and a web push link for the notification. Specify the web push lifetime.

Additionally, you can replace the standard push notification image.

Click Apply.

Please note that to send push notifications, the subscriber of the selected site must have the same email address as in the email variable of the tracked event.

Learn more: "How to Send Web Push Notifications in Automations."

Messenger

Drag the "Messenger" element into the editor field, and specify the start message’s sending time.

Select the chatbot with the help of which you want to send a message to subscribers.

Note: the recipient must be subscribed to the chatbot using which you will send the message and have an email or phone number included in your chatbot's Audience. Read more about how to get additional variables: Messenger in Automation 360 and How to Manage Subscribers and Their Data in Your Chatbot Audience.

Choose an action: send a message or start a flow.

In the "Message" block, enter the text of your message. You can also add variables and emojis to the text.

Click Apply.

You can also create a chatbot flow for an A360 event.

Learn more: "How to Launch a Bot with an A360 Event."

Add Additional Elements

Additionally, you can add other elements and diversify the functionality of the flow. For example, you can add a "Condition" element to track your email opens and deliverability or a "Filter" element to branch the flow, depending on the variable value.

Save and Launch

Once you've finished setting up your flow, save and launch it.

The user will receive your message as soon as a new deal appears in your CRM or the deal stage changes.

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