This is a list of common terms that you will run into when using or creating Automations. Use this article as a glossary.
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Branch |
An IF event can be edited to have different outcomes based on different conditions, presented as ELSE conditions. We call this branching. |
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Condition |
The specific set of circumstances that cause another action to take place: a trigger to perform a task, or a wait period to begin. |
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Event |
An action that takes place only under certain circumstances set up in the sequence rules. Rules trigger events. |
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Pipeline |
This is the timeline or progression chart of the automation, displaying which clients are at which point in the various sequences of an automation. |
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Rule |
Rules are a collection of triggers and conditions that begin and end a sequence. |
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Sequence |
Sequences are series of events that occur based on rules that you create. |
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Send Mon-Fri Only |
Any event where this setting is present, you can elect to only enact the event on weekdays. |
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Trigger |
A change in the system that sets a rule in motion. This could be a scheduling change – new, canceled, completed visit– or an accounting change – invoice generation, failed credit card charge – or any of several other modifications to a feature in the system. |