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::

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.
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.
Next Automation: Transfer contacts to the start of another automation. Helpful when managing complex workflows.
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.
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.
Update Tag: Add or remove contacts from a Tag (formerly known as Category).
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.

 

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.
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.
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.
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.
Clicked SMS Link: Split contact 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.
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.

 

• Related Articles

• Automations Overview

  The Automations dashboard in Delivra is your central hub for creating, managing, and monitoring automated workflows that enhance engagement with your contacts. Through this dashboard, you can set up personalized, time-based, and behavior-triggered ...

• Build an automated journey | Delivra Air

  Automation is a powerful tool for any brand to create a more personalized experience for their email subscribers and leads to higher engagement and greater ROI. It can accomplish this while saving time for the email team who can set up the campaign ...

• Create a drip campaign | Delivra Air

  This how-to article outlines the process of creating a basic automated drip campaign in the Delivra Air system. If you are not a Delivra Air user, please see this article for creating automations in the legacy system. Tip: Open the images included in ...