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    1. Emarsys
    2. Automation
    3. The Automation Center

    End-user guides:: Creating programs
    Updated

    The Automation Center can be found under Automation > Automation Programs.

    You can see all your Automation Center programs on the Automation Programs page.

    As a quick reminder, here is the onboarding video about Program Creation with Nodes:

    Creating a program

    Here is what you need to do to create an Automation Center program:

    1. Navigate to Automation > Automation Programs, click Create Program and select Audience-focused journeys (Automation Center) from the dialog.

    This will open the program editor canvas. You can see all the available entry points, Action and Channel nodes in the menu on the left.

    Hover your mouse over the nodes to get more information on what they do.

    2. Add the required nodes to your program.

    3. Schedule your program as follows (if needed): click Schedule on the bottom of the canvas, specify a start and end date in the future, then click Set schedule.

    Notes:

    • Before a program can be scheduled, it must have passed all validation checks.
    • Scheduled programs can be paused, in which case they will not become active when their start date is reached. If the start date has already passed when you reactivate the program, you receive a warning message that the program will start immediately, and you have the option to change the start date to a date in the future.

    To display the program’s schedule, hover your mouse over Schedule. The Schedule icons show you the program’s settings:

    • - Means that the program starts when it is launched and runs indefinitely.
    • - Means that the program starts at the specified date and runs indefinitely.
    • - Means that the program starts when it is launched and ends at the specified date.
    • - Means that the program starts and ends at the specified dates.

    4. Configure the contact participation settings (if needed).

    5. Define the exit criteria (if needed).

    6. Optionally, you can transfer contacts from one program to another.

    7. Save your program. The Automation Center validates the program before saving, but it does not have to pass the validation check to be saved.

    Important:

    • You should never navigate away from a program before you see the Save message in the bottom right corner. Remember that for more complex programs, it may take up to a minute to save.
    • If you work on a complex program, save frequently and wait until the confirmation notice is displayed.

    8. Validate your program.

    Notes:

    • Before activating a program, it must fulfill a number of conditions. For example, all nodes must contain content, and must have the mandatory settings defined (e.g. subject line for emails).
    • Validation errors are displayed above the affected notes. Hover your mouse over the icon for details of the error.
    • Errors in program settings are checked and displayed on Activation.

    9. Optionally, you can test your program.

    10. Activate your program.

    Notes:

    • Clicking Activate in the Program Status drop-downs tarts the program, unless a start date in the future has been entered. Provided all validation checks have been passed, the program is now live and contacts can enter and progress along it as expected.
    • Once a program is active, there are a number of other actions you can perform in the Program Status drop-down. For more information, see Program status and actions.
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