Automations

Automations are the basic building block of AutomatorWP and they are composed by 2 main elements: triggers and actions.

Triggers are the part that determines when an automation will run a perform it’s actions. Triggers are known as “When this happens”.

Actions are the part that determines what an automation will perform after all it’s triggers gets completed. Actions are known as “Do this”.

You can setup an automation like this:

TRIGGER
When user visits a post

ACTION
Add user to a group
TRIGGER
When user clicks on a button

ACTION
Send email to the user

Creating your first automation

Access to your WordPress admin area and navigate to AutomatorWP -> Automations menu. At the top of this view you can find a button to Add new automation.

A dialog will appear to let you choose the automation type you want to create, choose the automation type of your wish and click on Confirm.

Logged-in: Logged-in automations are designed to handle logged-in users interactions and to run actions on the same user who has completed the triggers.

Anonymous: Anonymous automations are designed to handle anonymous users interactions (not logged-in users) and to lets you create new users or choose an existing one. More information.

After add a new automation, the initial edit screen looks like this:

Triggers and actions

The triggers and actions are explained in their respective documentation pages here:

Status and date fields

Status and date fields are the most important fields. First, the status field defines the availability of an automation and has two possible values: Active and inactive.

Only automations with the status active will be available for completion.

The date field defines when the automation will be available. This let’s you to schedule future automations if you set it with a future date.

Note: Automations with a future date need to have their status as active.

Completion times

The completion times box let’s you configure the maximum number of times an automation can be completed and for that gives you two fields, the times per user and total times.

Times per user field defines the number of times an individual user can complete this automation.

It means that if you set the times per user to 5 and you configure your automation to send an email for visit a post, this process will get repeated 5 times for each user.

By default, this field is always initialized to 1 and you can set it to 0 for unlimited completion times per user.

Total times field defines the number of times the automation can be completed by all the users.

It means that if you set the total times field to 5, only the first 5 users that completes all the triggers will be able to complete this automation.

By default, this field is always initialized to 0 which means that automation completion times is not limited.