Guides

Edit Automation Connectors

In this page you will learn how to edit a automation connector.

From the list of Connectors click in the connector you wish to edit:

Automation connectors connector 670e1cfd1c

The connector wizard is divided in several sections, as shown below:

Automation connectors create tabs 8d4db44704

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:

Automation connectors setup tab 43b6aa633a

In this tab you can change the connector name:

Automation connectors name 8b75464b77

Frequency

In the Frequency tab you will be providing the how and what will trigger this connector:

Automation connectors frequency tab ad252145da

You can change the Frequency option at any time, if you want it to be triggered only one time, select the option Only once when a user:

Automation connectors frequency once 07a28e74c5

If you want it to be trigger every time, select the option Every time a user:

Automation connectors frequency every time 7a9f701713

Or if you want it to be trigger once every x amount of time, select the option If a user:

Automation connectors frequency time 069d77e895

Then you should select what event will trigger this connector. Learn more about events here. Go ahead and select an event:

Automation connectors event fdca2b72be

If you have selected the option Only once when a user previously, you can also for which time the automation connector should be executed:

Campaigns location based wizard frequency once occasion 3c2b6891c6

If you've selected If a user option in Frequency, then you should also provide the minimal interval in hours between each trigger:

Automation connectors frequency time interval 5eef4f970f

Optionally if want to trigger this connector only after a certain amount of time, you should provide a delay:

Automation connectors delay a54355ca87

And if you would like to skip this trigger on certain days of the week, you can select the days it should be skipped:

Automation connectors skip days 015ceeb9c5

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:

Automation frequency cancel event 94442d05ef

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:

Automation connectors frequency tab ready 9b8d5b2b9d

At this point you can already update a connector, as all mandatory tabs have been completed.

When you're ready to update a connector, make sure you click the Update button to save it:

Automation connectors update button 85cf8fdb6b

Duration

If you would like to provide a lifetime for this trigger, you can set it in the Duration tab:

Automation connectors duration tab 7fe9259c85

In this tab you can provide the start and end date for this connector by providing a date in Between and And fields:

Automation connectors duration dates cd93e3a43e

You can also provide a start and end time. A connector will not be executed outside of that time period:

Automation connectors duration times a998840f94

Please note that dates and times provide in these fields will respect the device's timezone.

Filters

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:

Automation connectors filters tab e6d6be2c88

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:

Automation connectors filters segments bdd0b54b6e

You can search for an existing segment by typing in the Search Segments field:

Automation connectors filters search segments 938a5cc177

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:

Automation connectors filters new segment 750ad4acc5

Once you have selected the segments you want to use, go ahead and click in the Add to Criteria button:

Automation connectors filters add segments 91eb6ddd2c

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:

Automation connectors filters segments any 42e57734e8

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:

Automation connectors filters segments all 559657ee80

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:

Automation connectors filters segments none 02f1a00b1c

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:

Automation connectors filters tags 4223dd53fe

You can search for an existing tag by typing in the Search Tags field:

Automation connectors filters search tags 5489929908

Once you have selected the tags you want to use, go ahead and click in the Add to Criteria button:

Automation connectors filters add tags a14d9915c7

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:

Automation connectors filters tags any 8fca9d5784

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:

Automation connectors filters tags all 027aaa6b76

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:

Automation connectors filters tags none 19dc0ef9f0

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:

Automation connectors filters device properties dde36e798e

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:

Automation connectors filters add device property 9efbf786fc

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:

Automation connectors filters device propery inserted 8c0aabcf3e

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:

Automation connectors filters device properties more values 43cb2b2abc

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:

Automation connectors filters device properties add more c7fcf779c5

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:

Automation connectors filters device properties add criteria 6fd94e7b39

Segmentation

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:

Automation connectors segmentation tab 4aeccefc0e

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:

Automation connectors segmentation add segments 719aca115d

If you want to remove users from one or more segments, select the following:

Automation connectors segmentation remove segments e7fa3f4810

Then go ahead and proceed to select the segments you want:

Automation connectors segmentation segments selection fa2eac589f

In the Search Segments field, search for existing segments:

Automation connectors segmentation search segments 303f66f793

If the segment you are looking for does not exist you can create one on-the-fly, just click in the Create it? link:

Automation connectors segmentation create segment 98280546f6

When you are done selecting segments, just go ahead and add the rule by clicking in the Add Rule button:

Automation connectors segmenation add segments rule e71b0db0d2

The exact same thing can be done with tags, to add devices to one or more tags, select the following:

Automation connectors segmentation add tags 5f75db0bda

If you want to remove devices from one or more tags, select the following:

Automation connectors segmentation remove tags e68fabc1f5

Then go ahead and proceed to select the tags you want:

Automation connectors segmentation tags selection 5043a7135d

In the Search Tags field, search for existing segments:

Automation connectors segmentation search tags a99c9a31ba

If the tag you are looking for does not exist you can create one on-the-fly, just click in the Create it? link:

Automation connectors segmentation create tag e98dd27064

When you are done selecting tags, just go ahead and add the rule by clicking in the Add Rule button:

Automation connectors segmentation add tags rule 58f421db91

As you add rules, you will see them in a list as follows:

Automation connectors segmentation rules list 2bb00ca1b0

Content

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:

Automation connectors content tab 0e201f6240

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. If you have selected the Notification content for this connector when creating it, you can now update the message by clicking in the button below:

Automation connectors content notification selected 5f651559ff

This will take you to a whole new wizard that will allow you to configure what happens when the connector is triggered. This wizard is divided in the following areas:

Automation connector notification tabs 3575777d6b

Filters

The same way you add filters to the connector, you can also assign filters to your notification. Through an advanced criteria, you are able to select certain group of users or devices that are eligible to receive the notification, ignoring all the rest. Go ahead and click the Filters tab to set this up:

Automation connectors filters tab e6d6be2c88

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:

Automation connectors filters segments bdd0b54b6e

You can search for an existing segment by typing in the Search Segments field:

Automation connectors filters search segments 938a5cc177

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:

Automation connectors filters new segment 750ad4acc5

Once you have selected the segments you want to use, go ahead and click in the Add to Criteria button:

Automation connectors filters add segments 91eb6ddd2c

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:

Automation connectors filters segments any 42e57734e8

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:

Automation connectors filters segments all 559657ee80

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:

Automation connectors filters segments none 02f1a00b1c

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:

Automation connectors filters tags 4223dd53fe

You can search for an existing tag by typing in the Search Tags field:

Automation connectors filters search tags 5489929908

Once you have selected the tags you want to use, go ahead and click in the Add to Criteria button:

Automation connectors filters add tags a14d9915c7

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:

Automation connectors filters tags any 8fca9d5784

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:

Automation connectors filters tags all 027aaa6b76

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:

Automation connectors filters tags none 19dc0ef9f0

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:

Automation connectors filters device properties dde36e798e

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:

Automation connectors filters add device property 9efbf786fc

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:

Automation connectors filters device propery inserted 8c0aabcf3e

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:

Automation connectors filters device properties more values 43cb2b2abc

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:

Automation connectors filters device properties add more c7fcf779c5

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:

Automation connectors filters device properties add criteria 6fd94e7b39

Segmentation

Pretty much the same way you add segmentation rules to the connector, it is also possible to automatically categorize when users open the notification. 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:

Automation connectors segmentation tab 4aeccefc0e

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:

Automation connectors segmentation add segments 719aca115d

If you want to remove users from one or more segments, select the following:

Automation connectors segmentation remove segments e7fa3f4810

Then go ahead and proceed to select the segments you want:

Automation connectors segmentation segments selection fa2eac589f

In the Search Segments field, search for existing segments:

Automation connectors segmentation search segments 303f66f793

If the segment you are looking for does not exist you can create one on-the-fly, just click in the Create it? link:

Automation connectors segmentation create segment 98280546f6

When you are done selecting segments, just go ahead and add the rule by clicking in the Add Rule button:

Automation connectors segmenation add segments rule e71b0db0d2

The exact same thing can be done with tags, to add devices to one or more tags, select the following:

Automation connectors segmentation add tags 5f75db0bda

If you want to remove devices from one or more tags, select the following:

Automation connectors segmentation remove tags e68fabc1f5

Then go ahead and proceed to select the tags you want:

Automation connectors segmentation tags selection 5043a7135d

In the Search Tags field, search for existing segments:

Automation connectors segmentation search tags a99c9a31ba

If the tag you are looking for does not exist you can create one on-the-fly, just click in the Create it? link:

Automation connectors segmentation create tag e98dd27064

When you are done selecting tags, just go ahead and add the rule by clicking in the Add Rule button:

Automation connectors segmentation add tags rule 58f421db91

As you add rules, you will see them in a list as follows:

Automation connectors segmentation rules list 2bb00ca1b0

Content

A notification can include a lock screen image (except desktop notifications), for that simply upload one in Lock Screen Media:

Automation connectors notification content lock screen media e4c8988ab2

If you do not want to generate a remote notification and only show this message in the inbox, go ahead and check the following box:

Automation connectors notification content inbox only eca13af55c

It is also optional to include a title (please note that this field allows placeholders):

Automation connectors notification content title 5cd2262db1

Optionally you can also include a subtitle (please note that this field allows placeholders):

Automation connectors notification content subtitle 7405d9186d

It is required you include a short message, this will show in the lock screen or notification center (please note that this field allows placeholders):

Automation connectors notification content message dd009da054

In all these fields you can use the emoji selector to select emoticons as shown below:

Automation connectors notification content emojis 0e62cf5ab4

Then you should select a Rich Push Template, by default we will include several templates but you can also create your own. Select one of the options by expanding the menu below:

Automation connectors notification content rich push templates 97134476b5

To learn more about these templates read the guide here. To learn how to create your own read the guide located here.

Finally you can also add actions to your messages, by using the option below:

Automation connectors notification content actions b82d9f5507

To learn more about actions, please read the guide here.

As you compose your notification, you get an approximate preview of how it will look like by clicking in the button Preview:

Automation connectors notification content preview button 914c9dccb5

Options

Optionally, for each notification you can also configure a couple more options about your notification.

If you wish to not deliver your notification if the user by any chance is not reachable (phone is off, no network, etc) within a certain amount of time, you can add TTL (Time to Live) to your message:

Automation connectots notification options ttl adb6060ce5

This can be useful if the content of your message is time sensitive and not relevant if not delivered after a certain amount of time.

It is also possible to configure a sound for your message. By default your message will not produce any sound, but you can provide the text default to let the device play the default sound when a message arrives. You can also play a custom sound, for that you need to include a sound file in your apps. For iOS we advise you to use the .caf format and for Android and Web the .mp3 file format. To play custom sounds you will need to specify the file name in this field:

Automation connectors notification options sound 847fec03e5

For app developers there might be at some point the need to send custom data with a notification. For those case we allow you to include a JSON object in each message in the Extra editor:

Automation connectors notification options extra 21ddedc67d

Developers should then handle this data in the app as it will be accessible for them as soon as the notification is delivered to the user's device.

Finally you can also provide some platform specific options under this section:

Automation connectors notification options platform tabs 59e2e46646

For iOS you can provide the badge number, this badge number will be visible on the top of the app icon. This is usually used to show the user there's new content available for your app. To show a number in the badge provide a number bigger than zero in the Badge field:

Automation connectors notification options badge ba1e52bbb0

Please note that if you are using the inbox functionality with the Auto-Badge option, any value you provide in this field will be ignored.

For Android you will be able to remotely provide the LED colour and ON/OFF interval (when supported by the device):

Automation connectors notification options led 4148996bfc

This is useful if you want to alert the users that a message arrived pretty much the same way you would provide a sound.

When you're ready to update this message, make sure you click the Update button to save it:

Automation connectors update button 85cf8fdb6b