How to create a Custom Automation Workflow in AVADA?
Besides some common automation workflows such as Abandoned Cart, Welcome subscribers, Transactional emails, Cross-sell. Up sell workflows.
AVADA also support Custom workflow that allow you to set up your own condition.
Step 1: Go to App > Automation > Click New workflow
Step 2: Select a blank template and click Custom Event
Step 3: Click Event to add new custom event
Step 4: Enter a Name and Description for the event
Step 5: Click Save to create the event
Step 1: After creating a custom event successfully, click edit to edit the information and add attributes for the event
Step 2: Then click Attributes tab and click Add attribute to add attribute for event
Step 3: Enter and complete attributes for the event
- Label: This name will be displayed in the app, this is a required field for data entry
- Key: is the name of the data field in the API sent to the app, this is the required field for data entry
- Type: Select the type for the data field
Custom field types:
- Text: Recommended for fields that allow users to enter and edit text
- Number: Recommended for fields that allow users to enter and edit numbers
- Yes / No: Recommended for fields that only allow text input of yes or no
- Email: Recommended for fields that allow users to enter valid email addresses
- URL: Recommended for fields that allow users to enter URL addresses
- Date: Recommended for fields of yyyy / MM / dd hh: mm: ss
- Object: User-defined aggregate data type that allows you to enter the object's properties. After creating an attribute object, click the icon as shown below and add properties
Get the event ID and pass it to the dev setup API to send it to the app
Step 1: Go to App > Automation > Click New workflow > Select template
Step 2: Select template > Click Custom event and select event and click Next
Step 3: Setup the workflow conditions and click Next to continue to complete the workflow
See the guide here
AVADA also support Custom workflow that allow you to set up your own condition.
Create Custom Event
Create Custom Event
Step 1: Go to App > Automation > Click New workflow
Step 2: Select a blank template and click Custom Event
Step 3: Click Event to add new custom event
Step 4: Enter a Name and Description for the event
Step 5: Click Save to create the event
Add Attributes for the event
Step 1: After creating a custom event successfully, click edit to edit the information and add attributes for the event
Step 2: Then click Attributes tab and click Add attribute to add attribute for event
Step 3: Enter and complete attributes for the event
- Label: This name will be displayed in the app, this is a required field for data entry
- Key: is the name of the data field in the API sent to the app, this is the required field for data entry
- Type: Select the type for the data field
Custom field types:
- Text: Recommended for fields that allow users to enter and edit text
- Number: Recommended for fields that allow users to enter and edit numbers
- Yes / No: Recommended for fields that only allow text input of yes or no
- Email: Recommended for fields that allow users to enter valid email addresses
- URL: Recommended for fields that allow users to enter URL addresses
- Date: Recommended for fields of yyyy / MM / dd hh: mm: ss
- Object: User-defined aggregate data type that allows you to enter the object's properties. After creating an attribute object, click the icon as shown below and add properties
Get the event ID
Get the event ID and pass it to the dev setup API to send it to the app
Setup automation with custom event
Step 1: Go to App > Automation > Click New workflow > Select template
Step 2: Select template > Click Custom event and select event and click Next
Step 3: Setup the workflow conditions and click Next to continue to complete the workflow
See the guide here
Updated on: 27/03/2023
Thank you!