The following is a list of terms that are considered the foundation of SharpSpring automation:
|action||An event that happens as a result of an action group running.
An example of an action is a trigger immediately sending an email.
|A set of actions grouped together to accomplish a desired result.
Action groups can be saved independently and attached to one or
more triggers in an automation task.
|A set of triggers and filters that is attached to one or more action
groups. An automation task includes at least one trigger, and can
optionally include filters and actions.
|condition||A modifier that determines how a trigger fires.
• The exactly condition means the lead must activate the trigger
an exact amount of times for the trigger to fire.
• The or more condition means the lead must activate the
trigger at least a set amount of times. If a lead activates the
trigger fewer times than the set amount, the trigger will not fire.
• The or less condition means the lead can activate the trigger up to
the set amount of times. Any more than the set amount, and the
trigger will not fire.
|filter||An optional part of an automation task that is used to narrow the
scope of triggers. Filters are only tested when triggers are fired.
|An action group that can be scheduled as often as needed and
automatically repeatedly activates when conditions are met.
• When clicking the checkbox in an action group for repeatability,
the action group will attempt to apply each action to the lead as
many times as the action group is applied. However, if there is
an email, the email has to be repeatable as well.
• With repeatable action groups, it is important to know why you
are making it repeatable. As an example, when triggering a task,
the action group will continue to apply as many times as the task
was triggered. Consider form fills sending notifications with
messages of thanks. Every time the user fills out a form, they
need to get a confirmation.
|rule group||The collection of conditions that modifies a trigger or filter.
• The when all rule group is required if every condition in the
automation task should be true before setting off the attached
• The when any rule group is required if the action group will be
set off when any of the conditions are met.
|trigger||An event that results in an action group running. Only triggers
can start an action group, and at least one trigger is necessary
to perform any automated action.