Automation

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 trigger, action and benchmark. We will go through each of them one by one.

Trigger vs Action vs Benchmark

Trigger

When a user or subscriber does something it's a trigger. Let's say a user subscribes to your newsletter. This is a trigger. Trigger is the first step of an automation. It's the event that starts the automation.

Action

When your application does something it's an action. An action is a task that you want to perform when a trigger happens. For example, when a user subscribes to your newsletter, you can send a welcome email to the user. This is an action. You can also create a custom action to perform any task you want. For example, you can create an action that will add a tag to a user when they subscribe to your newsletter.

Benchmark

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.