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  1. b2evolution CMS User Manual
  2. Back-office Reference
  3. Emails
  4. Automations
  5. Automation Steps

Automation Steps

Automation Steps

This screen shows the steps of the automation.

Normal execution

Steps are executed by a scheduled job. When the scheduled job runs, it executes all steps that have users queued for execution.

Each user is processed individually. You can see the Scheduled task log for details of execution.

Note: some users may be in a "wait delay" from the previous step and will not be processed if the wait time is not over yet.

Triggered execution

An automation may also be triggered by a click in an email campaign. In that case there is a checkbox labeled "Execute first step(s) immediately". If checked, the automation will start executing immediately for the user who just clicked.

End result

Each step can perform various actions which can succeed or fail, including an "if then / else" test.

Basically each step will finish with a "Yes", a "No" or an "Error" result. Depending on this, each user will be assigned to the next step, or to any other step (he may also Exit the automation), with a specific wait delay.

  • If the delay is 0, the next step is executed immediately.
  • If the delay is > 0, then the next scheduled task execution will determine if it is time to execute the next step.

Requeing steps

The Requeue button allows you to queue users on the current step to any other step. This is useful if you add new steps but also if you are in the development stage of an automation.

Tags: 7.0.2
Created by fplanque • Last edit by winskie on 2019-08-13 02:58 • •

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On this page

  • Normal execution
  • Triggered execution
  • End result
  • Requeing steps

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