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Terminologies

Let’s get familiar with some of the basic terms that we will be using throughout the documentation.

  • Automation – Automation is simply the execution of a task. When this happens >> do this – that’s automation.
    For example:
    ‘When an order gets created >> create a coupon code >> send it via email’  That is basic automation.
  • Trigger or Event – They are basically the actions that a user takes on your website (for example when a user abandons a cart, buys a product) or the milestones they hit (such as 3 months since last purchase). 
  • Actions: The tasks that you want your automation to perform when an event is triggered. For example- when a cart gets abandoned >> ‘Send email’ or when item stock reduces below 10 >> Get notified via SMS/Slack. So, ‘Send email’ and getting notified are the actions that you can take using Autonami.
There are two action types in Autonami:
    • Direct action – If you want to simply take an action when an event occurs (no conditions involved). For example- Order created (event) >> Send Email 
    • Conditional action – If you want to set up rules to run your automation. This means that an action will be executed only when a specified condition is met. For example- Order created (event) >> Order total greater than $100 (rule) >> Send Email 
  • Merge Tags – You can use merge tags to personalize your messages. For example, customer name, cart total, customer billing address, etc. 
  • Connectors – Third-party apps that seamlessly integrate with Autonami. Example – Twilio, Slack, CRMs (Active Campaign, Drip, Zapier), etc. 
  • Recipes – Ready-to-use built-in automation to get a kickstart.