Actions

Action is a step of the workflow executing an action. The action nodes are responsible for performing the key steps such as sending email, assigning vouchers, etc.

Key terms: Customer Account — Event — Segment — Vouchers

To add an action node, click on the "Add New Node" icon.

A window with all nodes will appear. Actions are Send SMS, Send Email, Email with PassMachine virtual card, Send Email to Bussines Unit, Send Email to user, Send PUSH Notification, Assign Campaign Voucher, Assign Event to Customer, Add Customer Into Segment, Remove Customer from Segment, Assign Rewards Points to Customer, Assign Credits to Customer, Membership Level Update, Assign Tag to Reservation, Remove Tag from Reservation, Webhook, Facebook Conversion API, Delete Customer.

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Send SMS

Send personalized SMS templates. Learn how to use this action here.

Send Email

Send personalized email templates. Learn how to use this action here.

Send Email to Business Unit

Send an email notification to a business unit or to a fixed email adress. You can choose from your Favourite store, Registration store, and more. Learn how to use this action here.

Email with Virtual E-card

Send a personalized email with an electronic card. Learn how to use this action here.

Send PUSH Notification

Send personalized PUSH notifications. Learn how to use this action here.

Assign Campaign Voucher

Assign a campaign voucher to the customer account. Learn how to use this action here.

Assign Event to Customer

Assign a defined event to the customer account. Learn how to use this action here.

Add Customer into Segment

Add customer account to defined customer segment. Learn how to use this action here.

Remove Customer from Segment

Remove customer accounts from defined customer segments. Learn how to use this action here.

Assign Rewards Points to Customer

Assign rewards points to the customer account. Learn how to use this action here.

Assign Credits to Customer

Assign credits to customer. Learn how to use this action here.

Membership Level Update

Membership level update. Learn how to use this action here.

Assign Tag to Reservation

Assign tag to reservation. Learn how to use this action here.

Remove Tag from Reservation

Remove tag from reservation. Learn how to use this action here.

Facebook Conversion API

Facebook Conversion API. Learn how to use this action here.

Delete Customer

Delete the customer account. Learn how to use this action here.