This screen shows the steps of the automation.
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.)
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.
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.
The "Requeue" button allows 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.
Created by • Last edit by on Feb 27, 2019