The automation module is a powerful tool for creating and managing complex workflows. It allows you to create workflows that can be triggered by different events and run some actions till the workflow reaches to a benchmark. FLuentCRM provides a set of predefined events that you can use to trigger your workflows. You can also create your own custom action and trigger to reach a benchmark. Now, you can see there are three different types of automation in FluentCRM. They are:
We will go through each of them one by one.
# Trigger vs Action vs Benchmark
An event or action that initiates a specific automated response, that is what we call a trigger. For example, when a user subscribes to a newsletter, this action is considered a trigger. A trigger is the foundation of any automation process, it starts the series of actions that follows. The trigger is the first step of automation. For more go to Trigger
An action is a precise task that is carried out when a specific trigger occurs. In the context of an application, an action is a programmed response to an event or user interaction. For instance, when a user subscribes to a newsletter, an action could be sending a welcoming email. These actions can be custom-made and tailored to perform any desired task. Creating an action such as adding a tag to a user when they subscribe to your newsletter, is just one example of the flexibility actions provide in automating processes. It's the programmed response to a trigger that makes automation happen. Simply, trigger is something that is done by user, action is what the program do in response.
A benchmark is goal or target that you want to reach. For example, when a user clicks on a link in your email then it's a benchmark. Let's have examples of each one. We will start with the trigger first.