Actions / Steps
Actions in an automation workflow are the tasks that get executed when an Event activates and Trigger Condition(s) are fulfilled.
Once you have set up the Automation Workflow settings, you will go to the Automation window. Here, you may click the lightning button or right-click on the canvas to access Action types and add them.
There are a number of Actions for the Automated Workflow that allow you to run automated tasks in Marqvia.
If you have integrated with a Marketplace, you will see more Actions here. To access the nodes' settings, simply double-click. Once you have updated the settings, click Update Node to save it.
Starting Point Action Types
Trigger Node
This is your starting point for each Automation Workflow. Under the Trigger Node, you may choose your desired Trigger Conditions, which are the basis for the automated actions to run. There are multiple types of conditions, which, if fulfilled, will cause the actions to be executed.
Learn more about Trigger Conditions here.
Workflow Action Types
Criteria Router
This node routes the workflow based on specific criteria such as message content, user attributes, or other conditions. You can set multiple criteria, and each can have its own subsequent workflow.
Jump to Automation
This node automatically jumps to a specific automation flow.
Note: You must have more than one automation running to view the options in the dropdown menu.
Delay Execution
This node introduces delays where necessary to control the timing of actions automatically.
Messaging Action Types
Auto Reply Template Message
If you've created a WhatsApp Template Message and want to send it automatically based on a trigger, you can use this node. This automation only works for WhatsApp Official API Channels.
Click on the lightning button and select Auto Reply Template Message.
Select the template you've created before.
Preview your message template and click Add.
Auto Reply Button/Option/Products
This node sends automated replies that include attachments, buttons for options, WhatsApp Flows, and/or asks for location. If you've created Product Catalogs, you will also see options for Single Product or Multi-Product messages.
Auto Reply and Collect User Inputs
If you want to ask users a bot question and save their responses in contact fields automatically, you can use this node. In this setup, you need to define a question and select a Contact Field from the Save To option to store the user's response. You can also create a new Contact Field if the desired option is not listed.
Note: If you save the answer to a Tag or Remark Contact Field, it will replace the existing data. Refer to the Add Tags action node if you wish to add to the existing tags.
You can also validate the responses you wish to collect. If you have multiple button options and want to collect only responses from the buttons, select Interactive as the Validation Type.
Customer Interaction Action Types
Add To Drip Campaign
If you've created a Drip Campaign, this node can automatically add a contact to that campaign when the trigger conditions are met.
Note: You need to have set up a Drip Campaign first to view the options in the dropdown menu.
Remove From Drip Campaign
This node can automatically remove a contact from a Drip Campaign based on a trigger condition.
Add Contact List
This node automatically adds the contact to a specified list. This is helpful for categorizing new leads for better organization.
Set Contact Attribute
This node allows you to automatically save a message or value to a specific Contact Field. You can also update multiple Contact Attributes by clicking the + button.
Note: If you use Set Contact Attribute on a Tag or Remark Contact Field, it will replace the existing data with the new data you save. Refer to the Add Tags action node if you wish to add to the existing tags.
Set Conversation Status
This node automatically changes the status of a conversation (e.g., open, closed, pending).
Mark Blacklisted
This node marks a contact as blacklisted, preventing further outgoing communication. There are no settings for this node; the contact is automatically blacklisted once the workflow reaches this node. This is useful when a contact decides to unsubscribe.
Assign To Team Member
This node automatically assigns the conversation to users. There are four options:
Unassign From Team
This node automatically removes an assignment from any team member. There are no settings for this node.\
Security Action Types
Hide The File
This node secures sensitive files shared in the conversation. There are no settings for this node.
Mark The Text Messages As Per Regex
This node uses regex patterns to identify and mark specific text messages. There are no settings for this node.
Technical Action Types
Call REST API
This node integrates with external systems by calling REST APIs. You can add the API details for a third-party software or platform by specifying the URL type (POST, GET, PUT, DELETE), input header keys and values, and data type (URL Encoded, JSON, or FORM).
Eval
This node executes custom scripts or code snippets for advanced processing.
Tagging Action Types
Add Tags
This node automatically assigns tags to a contact. Click on the Tags field and select existing tags or define new ones. This method will add new tags without removing any existing ones.
Remove Tags
This node removes tags from a contact. Select the tag(s) you want to remove.
Whatsapp Chat Commerce Action Types
Send Cart Confirmation Message
This node sends messages to confirm cart contents and orders automatically. This is useful when you receive a Catalog Order from a contact.
Send WhatsApp Notification
This node sends a WhatsApp message to specific contact number(s) of your choice. You have to define the phone number and then select the template message to send.
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