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Automation Pro Canvas Better Explained

Automation Pro Updated on November 19, 2019

The Automation Pro Canvas allows you to visualize your automation journey. Different shapes represent different nodes, and arrows enable you to create paths for your Journey. Click on any of the options below to read about specific icons in the canvas.

 

Follow these steps to go to the canvas:
  1. Log in to your Benchmark account.
  2. From the dashboard click on Automations, then in Automation Pro
  3. Click on the New Automation Button, in the popup give a name to your automation and click on Save
  4. You can start your automation from scratch or select a template. To better explain the canvas we selected, Start from Scratch.

Before continuing in the canvas it’s essential you understand what triggers, actions, and conditions are, continue reading to see every part of Automation Pro.

 

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Triggers

 

Triggers set the path for your automation. Whether you’d like to target existing contacts in a list or in a segment, or even contacts who have interacted with your site, the trigger you choose will get you started. Check out the Triggers available below. 

Contact Joins a List

Target contacts who have or will join a list. When choosing this method, there are three options to choose from.

  • All Subscribers (current and new) 
  • Existing Subscribers
  • New Subscribers Only
Contact Joins a Segment

Target contacts who have or will be added to a segment, similar to contact joins a list; this option has three different methods for targeting contacts. There is no limit on the number of segments you can select.

  • All Subscribers (current and new)
  • Existing Subscribers
  • New Subscribers Only
Website Engagement

With Website Engagement, you can track subscribers that have visited any of the pages where your tracking code is installed. The tracking code will need to be installed before activating your automation. You can track specific pages, or you can track all of them. See the options below. 

  • URL IS ex. www.benchmarkemail.com
  • URL Contains, ex.pricing
  • URL Does Not Contain, ex. /shirts/ 
  • URL Starts with, ex. http://blog.website.com
  • URL Ends with,ex. /shop

Wildcard: Can be used to track multiple pages. Click here to learn more about the options given for Website Engagement.

Date and Time

Place your list of current subscribers on a journey based on a specific date and time. Once the automation is active, any new contacts added to the triggered list, can not and will not be part of the automation.

After selecting a trigger, the next step is to choose an Action or a Condition node. These two nodes determine what type of journey your contacts will go through.

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Actions

 

Actions help automate and perform tasks.

Will delay an action based on Minutes, Hours, Days, Weeks, and Months.

If you are using the Delay node after an email sent, the delay should be no less than 12 hours. Adding a delay of 12 hours or more will give your recipients time to interact with your email. Otherwise, you risk not capturing all of the opens.

Create a new email or choose from your past emails or templates.
Automatically add someone to a specific list based on their previous action.

Important 

When using the Add to List option, the contact will not be deleted from their original list. If that is an action wanted, you’ll need to use the action Remove From List.

Remove contacts based on their engagement or non-engagement.

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Conditions

 

Conditions allow you to create new journey paths based on subscriber events.

Allows you to condition based on IF or Else, the options are In List, Not in List, Has Opened Email Has not Opened Email. If it meets the conditions, you will have to select what to do next, and if it does not meet the conditions, you can also assign it a condition such as Add Wait Time, Send Email, Add to List, Remove From List, etc.

Engage with contacts based on the lists they are in.
Engage with contacts based on the segments they are in or are not in.
Conditions are based on Website Activity, such as visiting any tracked page, Specific URL, or a page that contains a specific URL.
Conditions are based on email engagement, such as:
  • Has or has not opened an email
  • Has or has not clicked a link

After selecting a Condition, you can select an action to take place or select another condition.

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Additional Icons

 

 Tracking Code

Whenever you are in Automation Pro, your tracking code will be available on the top-right corner of your screen. If selected, you’ll see a list of pages or sites where your tracking code is installed. Click on Get Tracking Code to copy your code. To learn more about how to install your tracking code, please click here.

Connecting Arrows

The Connection arrow icon, by default, goes to your next node, it allows you to reconnect and disconnect actions or conditions. The connection arrow can be altered and changed to another node; however, If there isn’t a connecting arrow, you will not be able to activate your journey. Each node must connect to another.

Removing Connect Arrows

You can delete Arrows, by hovering over the node and clicking on the X option. 

Trash Icon

The Trash Can icon will allow you to delete paths and nodes.

Error Warning

The system will automatically detect if there is an error in your journey, by displaying a red dot and also header message will appear.

Zoom Options

The Zoom option lets clients whose automation is extensive get a full view of the automation. Use the zoom out option to see your entire automation or zoom in to see a specific node. 

Reset View

By clicking on the Reset icon, it will bring you back to a normal view.

Keyboard Shortcuts

To zoom in our out:  CTRL+ Scroll

To reset view: CTRL+ .

To move around the canvas: Use your keyboard arrows.

Templates Initially, when you start your automation, you use a template, or you start from scratch. However, if you change your mind, the Templates option is located in the bottom section of the canvas. Here you can do the following:

  • Save your current automation as a template.
  • View Templates
    • Select another template to use.
    • Or select a previously saved template.

Save

Before exiting the canvas, make sure you save your work. Anytime you confirm a node by clicking save, the entire automation saves. However, the canvas does not autosave automatically.

Activate

When you are ready to activate your automation, click on the Activate option. Keep in mind that once the automation is live, you are limited on what nodes can be changed.

Canvas Direction

All Journeys will start from left to right. However, it was made to be flexible, allowing you to create your paths in the order you wish to see them. You will be able to click and drag any of your nodes to adjust the view of your canvas.

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If you have any questions regarding the canvas and its icons, please feel free to contact our support team via Email, LiveChat, or by Phone.

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