Automation Rules

Triggers and Actions help your bot activate actions when certain events occur in your bot.

If something happens in your Messenger bot, it will make the bot do a specific action through automation.

You can use these rules to make tasks happen automatically, such as:

1. If you give a tag to a user, add them to a special group on Facebook.

2. When a user clicks on your email, sign them up for a series of messages on Messenger.

3. If someone places a new order, tell the administrators through email or text message.

4. If the value of a Custom Field changes, notify the administrator.

To make your own special rule, go to Menu > Marketing > Automation Rules and click "Add Rule" to create a new one.

The table below the “Add Rule” button will show you the details of every rule which you had created and its status whether it is active or not. 

You can also edit & delete the rules by selecting the menu located next to every rule on the table.

Now, pick a name for your new rule in the "New Rule" popup. Just choose a name you like for this automation. The popup will look something like this:

Create a Rule.

After you press the "Add Rule" button on the main page in the "Triggers and Actions" part, our platform will guide you to a setup page that resembles the image below:

On this page, there are two columns – Triggers and Actions.

Triggers – You can pick a trigger by clicking the blue “+ Trigger” button. In Chatbot Builder platform, there are more than 20 trigger options:

- Tag applied

- Tag removed

- Subscribed to Sequence

- Unsubscribed from Sequence

- Custom field value changed

- Cart Abandoned

- New Order

- Order concluded

- Order cancelled

- Product added to cart

- Category added to cart

- Product removed from cart

- Email Delivered

- Email Opened

- Email Clicked

- Email Unsubscribed

- Email Dropped

- Live chat enabled

- Live chat disabled

- User referred a new user

- User referred an existing user

- New Subscriber

- User unsubscribed from bot

Actions:

Actions are the tasks your chatbot will do when a specific trigger (rule) happens. You can pick any action based on your needs by clicking the orange “+ Action” button.

Choose the action that fits the trigger, and start making the rules automatic by saving the process.

You can also:

1. Send another email after 2 days if the user didn't click on the first email.

2. Recommend a complementary product B when the user adds product A to the cart (CROSS SELL).

3. Send a reminder two days before the scheduled meeting date when a user books a service.

Here are some examples of how you can effectively use rule automation with Messenger bots on the Chatbot Builder platform.

You can decide how many times a rule can be used by the chatbot.

You can locate this option above the “Action” column, as shown in the highlighted image below:

You can choose:

Once per User – If you want the rule to be activated only once for each user.

Any Number of Times – If you want the rule to be activated as many times as needed.