Actions are used to move data to 3rd party systems, if conditions are met for the data to be moved.
If an action is triggered by conditional logic, the action is run and processed the data record using the action setup.
The action logs the activity and stores the outcome of the action in a submission report, which can be interrogated and reviewed.
This report is immutable and each update is appended to the record not overwritten ensuring an accurate audit trail of activity on your consumer data.
To Create / Modify an Action clickon ACTIONS from the left navigation menu.
To create a new ACTION click CREATE NEW ACTION on the top right of the page. To edit an existing action select the action from your actions list and click on it.
1. Name your Action.
2. Select the action type
There are 4 triggers you can set.
a) Fire a webhook and a tracking postback pixel,
b)fire a postback pixel,
c)redirect the user to a URL or
d) Send an email.
select WEBHOOK and TRACKING PIXEL, proceed to set up your API post.
3. Choose your action frequency
You can trigger the action every time the condition is met, once only for the user, multiple times on different pages or only if the user is in a different workflow (path).
4. Choose your REMOTE POSTING METHOD (either Post URL, GET or PUT) and select whether you're sending JSON or leave blank if not.
5. Add your REMOTE URL and POST METHOD
6. Map your remote URL data fields in the left column to the coreg.software fields in the right column dropdown.
HINT: you can add any hardcoded variables by typing in values on the right mapping.
SAVE AND TEST.