Automations

Using Automation Workflows, you can run automated actions in Marqvia based on events and their conditions. To create and run an automation workflow, you must select an event (you can use only one event per automation) and, based on that, choose condition(s) and define their values.

There are three main buttons in this module:

• Add New Automation: To create a workflow from scratch.

• Automation Report: To track the progress and performance of your automations.

• Import Automation Template: To access a library of pre-built, ready-to-use workflows.

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Creating a Workflow

To create an automation workflow from scratch, click the Add New Automation button.

Learn more about this process in our guide: Create a New Automation

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Accessing Automation Report

Based on the automations you build, you can create reports to track their progress. Click on the Automation Report button.

Learn more about this feature in our guide: Automation Report

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Importing Automation Template

Marqvia offers a pre-built automation workflow library that’s ready to use. To access the library, simply click the Import Automation Template button.

Learn more about this feature in our guide: Import Automation Template