This event triggers the workflow process when a new external event occurs such as adding a product to a shopping cart or an actual purchase.

GO TO AUTOMATION PROCESSES => WORKFLOW

In Workflow, choose Events => New external event occurred.

Then, adjust the settings:

[1] Select an event type.

Moreover, you can adjust additional parameters:

[2] Value – choose this option if a selected event type demands entering a value. Select a mathematical symbol and enter a value.

IMPORTANT:  We use mathematical symbols for numerical variables: use = if a detail value has to equal to a given number; use < and > for values “less than or greater”. For non-numerical variables use ~, for example, when a value has to be the same as a given phrase. If you do not want to check a value but only the fact of adding a new detail, leave the default sign –. In one event, you can check only one detail and value. You can make several parallel events if necessary.

[3] Product – choose this option if you want to enter specific products related to a selected event type.

[4] Detail – choose this option if you want to check a contact detail. If necessary, you can schedule up to 10 details. The events will work if the value provided in the event detail will be the same as specified in the rule.

[5] Date – choose this option if you want to check an external event date or a date from a detail.

[6] Description – choose this option if you check the description which is sent with the external event.

[7] Location – choose this option if you check information that is sent with the external event in the location field.

Click Save changes. Next, choose the action which will be dependant on the set event. Match both of them using arrows.

IMPORTANT: The Workflow process starts with the event that is attached to Start.