Glossary of Automation Actions and Conditions

Ever wondered what an action did in automation or wondered how to use "Next Automation"? Here is a glossary of all actions and conditions that you can find in the Delivra automation builder. Click on the images on the right for a more detailed explanation of each block.

Actions:

Send Email/SMS: Select an existing Email or SMS campaign (Including MMS!) to send to your contacts, or create a new campaign directly from these steps. Both Email and SMS campaigns can be used within the same automation. Contacts will simply skip these steps if they are not subscribed to that channel. Click here to learn more.
Pause: Holds contacts for a period of time. Designate a set amount of time or something more dynamic based on contact's data, day of the month, and more. Click here to learn more.
Next Automation: Transfer contacts to the start of another automation. Helpful when managing complex workflows. Click here to learn more.
Stop: Holds contacts indefinitely. This prevents contacts from moving on until the Stop step is deleted, causing them to immediately move to the next step in the flow. Click here to learn more.
Update Email/SMS Field: Change the data of an email contact to a set value or the current date. Helpful for creating timestamps to trigger other automations or later reporting. Click here to learn more.
Update Tag: Add or remove contacts from a Tag (formerly known as Category). Click here to learn more.
Lead Alert: Send an alert email to your team with the data of the contact. Can send to multiple emails stored in a single data field as a comma separated string. Click here to learn more.

 

Conditions:

Evaluate Email/SMS Contact: Split contacts based on the criteria set in the condition. Contacts who meet the criteria will move down the "Yes" route. Use the "Re-evaluate" option to hold contacts in this condition and give them more time to meet the criteria. Click here to learn more.
Evaluate Tag: Send Email contacts down a Yes or No path based on if they are subscribed to the selected Tag. You can also create a new Tag directly from this step. Click here to learn more.
Clicked/Opened Email: Splits contacts based on if they opened the selected email or clicked any of the selected links. Make sure you give your contacts time to open or click using either the "Re-evaluate" option in these conditions or a Pause action before this condition. Click here to learn more.
Subscribed to SMS: Split contacts based on if they are subscribed to your SMS program. Helpful for telling your Email subscribers about your awesome SMS program. Click here to learn more.
Clicked SMS Link: Split contacts based on whether they clicked the selected link of an SMS campaign. Make sure you give your contacts time to open or click using either the "Re-evaluate" option in these conditions or a Pause action before this condition. Click here to learn more.
Viewed: Split contacts based on whether they have viewed a specific website URL. This requires Clickstream to be enabled and implemented on your website. Click here to learn more.
Purchased from Clickstream: Split contacts on whether or not a purchase tracked by Clickstream is associated with the selected email. This requires that Clickstream be enabled and implemented on your website. Click here to learn more.
Responded to SMS: Split contacts based on their response to your message. Specify responses that qualify for the 'Yes' or 'No' route. Recipient responses must match exactly to what is entered in this condition.  Make sure you give your contacts time to open or click using either the "Re-evaluate" option in these conditions or a Pause action before this condition. Click here to learn more.

 

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