An automation task is 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.
A trigger is 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.
A condition is 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.
A filter is 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 is 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 repeatable action group is 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.
A rule group is 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 action group.
- The when any rule group is required if the action group will be set off when any of the conditions are met.
An action is an event that happens as a result of an action group running. An example of an action is a trigger immediately sending an email.
For more information, be sure to check out our Task and Action Group Overview article.