Automation

An automation flow, automated journey or just automation, is a chain of events triggered by a specific customer action. It's essentially a set of instructions and conditions funneling customers into different branches based on their behaviour, triggering emails, SMS, changes in customer data and much else. These flows can work in parallel and are very powerful, removing hours of manual work for the Engage user. They can be built entirely in the Engage UI.

You can learn all about automations and how to make them in the Engage Help Center.

An important tool within automation is custom triggers. These are a way for external systems to manually trigger Engage to start an automation. Go here to learn how to create and work with custom triggers.