{"id":243,"date":"2021-12-16T00:17:00","date_gmt":"2021-12-16T00:17:00","guid":{"rendered":"https:\/\/enlitly.com\/blog\/?post_type=docs&p=243"},"modified":"2021-12-16T00:17:36","modified_gmt":"2021-12-16T00:17:36","slug":"step-by-step-process-to-define-an-automation","status":"publish","type":"docs","link":"https:\/\/enlitly.com\/blog\/docs\/step-by-step-process-to-define-an-automation\/","title":{"rendered":"Steps to define an automation"},"content":{"rendered":"\n

This article assumes that you have already connected your ESP in the Integration module.<\/p>\n\n\n\n

Although we covered the purpose of this module in another article, here are steps to define an automation<\/p>\n\n\n\n

Step 1: <\/strong>Click on Add Automation on the top rigth side. This will open a pop up as shown below.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

Step2: <\/strong>Select required parameters<\/p>\n\n\n\n

  1. Action \u2013 Select an action. As of now, we have one action which is \u201cPurchased\u201d.<\/li>
  2. Product \u2013 Select the product name.<\/li>
  3. Integration \u2013 Select the integration name.<\/li>
  4. List \u2013 Select the list name. This is populated based on the integration that you select in step 3. The list will come from your ESP.<\/li><\/ol>\n\n\n\n

    These 4 parameters implies \u2013 Contact details of those who purchased the product X, will get added to Integration Y to the list Y.a<\/p>\n\n\n\n

    Lets say that you have a List name \u201cCustomer\u201d in your Convertkit account. You will first connect Convertkit in Integration module, using your API keys. Lets call this integration CK.<\/p>\n\n\n\n

    Your product name is \u201cLaunch Accelerator\u201d. You will select below options in your automation<\/p>\n\n\n\n

    Action \u2013 \u201cPurchased\u201d<\/p>\n\n\n\n

    Product \u2013 \u201cLaunch Accelerator\u201d<\/p>\n\n\n\n

    Integration \u2013 CK<\/p>\n\n\n\n

    List \u2013 \u201d Customer \u201c<\/p>\n\n\n\n

    This automation will send whoever purchased your product \u201cLaunch Accelerator \u201d to your convert kit account in the list \u201cCustomer\u201d<\/p>\n\n\n\n

    Step 3<\/strong>: Click on Save. <\/p>\n\n\n\n

    Step 4<\/strong>: You will see all automations defined as shown below. You can edit or delete automation using the links on the right side.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    <\/p>\n","protected":false},"excerpt":{"rendered":"

    This article assumes that you have already connected your ESP in the Integration module. Although we covered the purpose of this module in another article, here are steps to define an automation Step 1: Click on Add Automation on the top rigth side. This will open a pop up as shown below. Step2: Select required … <\/p>\n

    Continue reading “Steps to define an automation”<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"doc_category":[23],"doc_tag":[],"yoast_head":"\nSteps to define an automation - Enlitly<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/enlitly.com\/blog\/docs\/step-by-step-process-to-define-an-automation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Steps to define an automation - Enlitly\" \/>\n<meta property=\"og:description\" content=\"This article assumes that you have already connected your ESP in the Integration module. 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