Create Automation Connectors
Creating connectors will allow you to harness all the events your app is generates and transform them into actionable analytics, relevant notifications, effortless segmentation or powerful integrations with 3rd party software.
From the list of Connectors click in the New Connector button:
The connector wizard is divided in several sections, as shown below:
Some of these areas require mandatory input and some others don't. When a tab has a green check mark it means that the minimal configuration has been provided and it will be accepted.
Let's start with the Setup tab:
In this tab let's provide a name for this connector:
That's the only required field in this tab, once inserted the tab will become ready as shown below:
You can now move on to the Frequency tab. In this tab you will be providing the how and what will trigger this connector:
Let's start by providing the Frequency option. If you want it to be triggered only one time, select the option Only once when a user:
If you want it to be triggered every time, select the option Every time a user:
Or if you want it to be triggered once every x amount of time, select the option If a user:
Then you should select what event will trigger this connector. Learn more about events here. Go ahead and select an event:
If you have selected the option Only once when a user previously, you can also for which time the automation connector should be executed:
If you've selected If a user option in Frequency, then you should also provide the minimal interval in hours between each trigger:
Optionally if want to trigger this connector only after a certain amount of time, you should provide a delay:
And if you would like to skip this trigger on certain days of the week, you can select the days it should be skipped:
Finally, if you've provided a delay you can also provide a cancelling event. Learn more about events here. This is an optional setup but if you want a cancel event, in the Unless field select an event:
This means that if the cancelling event you provide is done before the delay of the connector, this connector will not be triggered at all.
After setting these options your Frequency tab will be shown as ready:
At this point you can already create a connector, as all mandatory tabs have been completed.
If you would like to provide a lifetime for this trigger, you can set it in the Duration tab:
In this tab you can provide the start and end date for this connector by providing a date in Between and And fields:
You can also provide a start and end time. A connector will not be executed outside of that time period:
Please note that dates and times provide in these fields will respect the device's timezone.
Optionally you can also assign filters to your connector. Through an advanced criteria, you are able to select certain group of users or devices that are eligible for a connector, ignoring all the rest. Go ahead and click the Filters tab to set this up:
In the Criteria selector go ahead and select between Segments, Tags or Device Properties, you will have to select them individually but you can combined them to achieve a fine-grain filtering.
To select segments go ahead an select Using Segments from the Criteria option:
You can search for an existing segment by typing in the Search Segments field:
Because segments can be created via the dashboard, if the segment does not exist, you can quickly create one by clicking in the Create it? link:
Once you have selected the segments you want to use, go ahead and click in the Add to Criteria button:
This will add the segments you've selected to the criteria. Now you can select the quantifier for this selection. If you want the criteria to match any of the segments you've selected, leave the option In any of these selected:
If you want to make sure you only execute this connector if the users are in all the segments you've selected, change the quantifier to In all of these:
And finally if you want to make sure you only execute this connector if the users are not in any of the segments you've selected, change the quantifier to In none of these:
You can also do the same thing with tags, even combine it with segments. To also add tags in this criteria, select Using Tags from the Criteria option:
You can search for an existing tag by typing in the Search Tags field:
Once you have selected the tags you want to use, go ahead and click in the Add to Criteria button:
This will add the tags you've selected to the criteria. Now you can select the quantifier for this selection. If you want the criteria to match any of the tags you've selected, leave the option In any of these selected:
If you want to make sure you only execute this connector if the devices are in all the tags you've selected, change the quantifier to In all of these:
And finally if you want to make sure you only execute this connector if the devices are not in any of the tags you've selected, change the quantifier to In none of these:
Finally you can also filter based on certain properties of devices (operating system, app version, language, etc), even combine it with segments and tags if needed. To also add device properties in this criteria, select Using Device Properties from the Criteria option:
To start adding device properties to the criteria click in the Add a Property? link, as shown above. This will create an entry like this:
You should now select which device property and the operator to user and type the value you want to filter it for, like the example below:
If you select the operator is any or is not any, you will be able to add more than one value by clicking in Add another value link , like shown below:
If instead you want to combine device properties you can simply add more properties by clicking in the Add another device property link, as shown below:
When you are ready with your selection of device properties just go ahead an hit the Add to Criteria button and you will see a selection like this:
Finally if you've selected and event of type Custom Event and you are looking to execute this connector only if a certain value is found in your event (your app must register arbitrary data for this to work), you can use Data Filters to achieve that as shown below:
Start by adding one data filter by clicking in Add one?:
Fill in the desired property (the custom event must contain this property) and select how this property should be treated, you can choose from String, Date, Number and Boolean. This will determine how we parse the value of this property and eventually allow you to do comparisons:
Then you can also select the type of comparison you would like to do:
Finally provide the value you desire. The automation connector will only be executed if the value matches the comparison operator you've selected previously:
If you need, you can also add more data filters, if you click the Add Another Property button as shown below:
It will add a new property as shown below. You can use it to match events with several other properties that match a certain desired criteria. Please note the AND operator, this means that only events with both those values will trigger this connector:
If instead you want this trigger to also be executed if an event contain other values, you can choose to add another set by clicking in Add Another Set:
By doing this you will be able to create automation triggers that get execute if any more values are found in the event. Please note the operator OR, this means that all the events that match any of those values will trigger this connector. You can add as many properties and sets as you want depending on the complexity of the data you are gathering in your custom events.
It is also possible to automatically categorize users as these connector get executed. This is extremely powerful if you want to categorize users based on their behaviour without having to necessarily include this functionality in your apps. To add segmentation rules, go ahead an open the Segmentation tab:
There's four types of rules you can select, add or remove users from segments and add or remove devices from tags. You can add an unlimited number of rules and even combine two or more rules. This becomes powerful as you can add users to a group while removing them from another group, as they execute certain events in your app.
To add users to one or more segments, select the following:
If you want to remove users from one or more segments, select the following:
Then go ahead and proceed to select the segments you want:
In the Search Segments field, search for existing segments:
If the segment you are looking for does not exist you can create one on-the-fly, just click in the Create it? link:
When you are done selecting segments, just go ahead and add the rule by clicking in the Add Rule button:
The exact same thing can be done with tags, to add devices to one or more tags, select the following:
If you want to remove devices from one or more tags, select the following:
Then go ahead and proceed to select the tags you want:
In the Search Tags field, search for existing segments:
If the tag you are looking for does not exist you can create one on-the-fly, just click in the Create it? link:
When you are done selecting tags, just go ahead and add the rule by clicking in the Add Rule button:
As you add rules, you will see them in a list as follows:
Finally in this area you can also select if you want to present content to the user when a connector is execute. By default this will set to None and the user will not see anything as these connectors occur. To change that open the Content tab:
From the list of available content, select the one you want to use it. Currently you can only select the Notification type, but we are working hard to add more connectors like Email, SMS, Webhooks and even other 3rd party services. Expand the Content options to select one:
If you select Notification this connector will generate a remote notification whenever this connector is executed. After creating the connector you can customize this notification the exact same way you do when directly sending notifications. This is explained in this guide.
When you're ready to create a connector, make sure you click the Create button to save it:
Learn how to edit a connector by following the guide located here.