How do I configure automations for my community?

Grant Pankonien — Mon, 03 Aug 2020 18:26:10 GMT

Current Revision posted to User Documentation by Grant Pankonien on 08/03/2020 18:26:10

What is an Automation?

An automation is a predefined, configurable rule that implements a behavior. As a community manager, you can select from available automations (or import new ones) and configure them to help automate business rules within your community.

What can Automations automate?

The implementation of automations is a [[developer-training:Automations|developer feature]] that enables the full use of the Verint Community platform APIs to create configurable automations for community managers.

How do I configure one?

Navigate to Administration > Automation > Automations. This will list the currently enable automations in your community.

To add a new automation, select Add, and provide:

Name. The name of the new automation. This is for management use only, so it should help you identify this automation uniquely in the list of all enabled automations.
Description. A longer description of the purpose of this automation. This, too, is for management use.
Enabled. Identify whether this automation should be active or not.
Type of automation. Select the type of automation from the available list. New automation types can be imported from the main Automations page or [[developer-training:Automations|developed]].

Depending on the type of automation selected, configuration options may be shown under the Type of automation selection.

How do I import an automation from the marketplace or other community?

Download the automation from the other community, marketplace, or receive it via another communication method.

Then navigate to Administration > Automation > Automation Studio.

Next click on Import

Browse to where you have downloaded the automation and click Open which will prompt another screen confirming you would like to add it to your site, but not yet enabled. The automation will be in staged mode to allow you to review prior to publishing fully.

If the automation has configuration options, click on "Automations" above studio to define what those configurations should be.

How do I configure automations for my community?

Grant Pankonien — Tue, 29 Oct 2019 17:11:32 GMT

Revision 9 posted to User Documentation by Grant Pankonien on 10/29/2019 17:11:32

What is an Automation?

What can Automations automate?

How do I configure one?

Navigate to Administration > Automation > Automations. This will list the currently enable automations in your community.

To add a new automation, select Add, and provide:

Name. The name of the new automation. This is for management use only, so it should help you identify this automation uniquely in the list of all enabled automations.
Description. A longer description of the purpose of this automation. This, too, is for management use.
Enabled. Identify whether this automation should be active or not.
Type of automation. Select the type of automation from the available list. New automation types can be imported from the main Automations page or [[developer-training:Automations|developed]].

Depending on the type of automation selected, configuration options may be shown under the Type of automation selection.

How do I import an automation from the marketplace or other community?

Download the automation from the other community, marketplace, or receive it via another communication method.

Then navigate to Administration > Automation > Automation Studio.

Next click on Import

If the automation has configuration options, click on "Automations" above studio to define what those configurations should be.

How do I configure automations for my community?

Grant Pankonien — Tue, 29 Oct 2019 17:10:22 GMT

Revision 8 posted to User Documentation by Grant Pankonien on 10/29/2019 17:10:22

What is an Automation?

What can Automations automate?

How do I configure one?

Navigate to Administration > Automation > Automations. This will list the currently enable automations in your community.

To add a new automation, select Add, and provide:

Name. The name of the new automation. This is for management use only, so it should help you identify this automation uniquely in the list of all enabled automations.
Description. A longer description of the purpose of this automation. This, too, is for management use.
Enabled. Identify whether this automation should be active or not.
Type of automation. Select the type of automation from the available list. New automation types can be imported from the main Automations page or [[developer-training:Automations|developed]].

Depending on the type of automation selected, configuration options may be shown under the Type of automation selection.

How do I import an automation from the marketplace or other community?

Download the automation from the other community, marketplace, or receive it via another communication method.

Then navigate to Administration > Automation > Automation Studio.

Next click on Import

If the automation has configuration options, click on "Automations" above studio to define what those configurations should be.

How do I configure rules to automate my community?

Grant Pankonien — Tue, 29 Oct 2019 16:44:51 GMT

Revision 7 posted to User Documentation by Grant Pankonien on 10/29/2019 16:44:51

What is an Automation?

What can Automations automate?

How do I configure one?

Navigate to Administration > Automation > Automations. This will list the currently enable automations in your community.

To add a new automation, select Add, and provide:

Name. The name of the new automation. This is for management use only, so it should help you identify this automation uniquely in the list of all enabled automations.
Description. A longer description of the purpose of this automation. This, too, is for management use.
Enabled. Identify whether this automation should be active or not.
Type of automation. Select the type of automation from the available list. New automation types can be imported from the main Automations page or [[developer-training:Automations|developed]].

Depending on the type of automation selected, configuration options may be shown under the Type of automation selection.

How do I import an automation from the marketplace or other community?

Download the automation from the other community, marketplace, or receive it via another communication method.

Then navigate to Administration > Automation > Automation Studio.

Next click on Import

If the automation has configuration options, click on "Automations" above studio to define what those configurations should be.

How do I configure rules to automate my community?

Grant Pankonien — Thu, 18 Jul 2019 17:53:05 GMT

Revision 6 posted to User Documentation by Grant Pankonien on 07/18/2019 17:53:05

What is an Automation?

What can Automations automate?

How do I configure one?

Navigate to Administration > Automation > Automations. This will list the currently enable automations in your community.

To add a new automation, select Add, and provide:

Name. The name of the new automation. This is for management use only, so it should help you identify this automation uniquely in the list of all enabled automations.
Description. A longer description of the purpose of this automation. This, too, is for management use.
Enabled. Identify whether this automation should be active or not.
Type of automation. Select the type of automation from the available list. New automation types can be imported from the main Automations page or [[developer-training:Automations|developed]].

Depending on the type of automation selected, configuration options may be shown under the Type of automation selection.

How do I configure rules to automate my community?

Tom Paolucci — Wed, 26 Jun 2019 14:05:16 GMT

Revision 5 posted to User Documentation by Tom Paolucci on 06/26/2019 14:05:16

What is an Automation?

What can Automations automate?

How do I configure one?

Navigate to Administration > Automation > Automations. This will list the currently enable automations in your community.

To add a new automation, select Add, and provide:

Name. The name of the new automation. This is for management use only, so it should help you identify this automation uniquely in the list of all enabled automations.
Description. A longer description of the purpose of this automation. This, too, is for management use.
Enabled. Identify whether this automation should be active or not.
Type of automation. Select the type of automation from the available list. New automation types can be imported from the main Automations page or [[developer-training:Automations|developed]].

Depending on the type of automation selected, configuration options may be shown under the Type of automation selection.

How do I configure rules to automate my community?

Tom Paolucci — Wed, 26 Jun 2019 14:04:42 GMT

Revision 4 posted to User Documentation by Tom Paolucci on 06/26/2019 14:04:42

What is an Automation?

What can Automation automate?

How do I configure one?

Navigate to Administration > Automation > Automations. This will list the currently enable automations in your community.

To add a new automation, select Add, and provide:

Name. The name of the new automation. This is for management use only, so it should help you identify this automation uniquely in the list of all enabled automations.
Description. A longer description of the purpose of this automation. This, too, is for management use.
Enabled. Identify whether this automation should be active or not.
Type of automation. Select the type of automation from the available list. New automation types can be imported from the main Automations page or [[developer-training:Automations|developed]].

Depending on the type of automation selected, configuration options may be shown under the Type of automation selection.

How do I configure rules to automate my community?

Ben Tiedt — Mon, 24 Jun 2019 19:35:53 GMT

Revision 3 posted to User Documentation by Ben Tiedt on 06/24/2019 19:35:53

What is an Automation?

What can Automates automation?

How do I configure one?

Navigate to Administration > Automation > Automations. This will list the currently enable automations in your community.

To add a new automation, select Add, and provide:

Name. The name of the new automation. This is for management use only, so it should help you identify this automation uniquely in the list of all enabled automations.
Description. A longer description of the purpose of this automation. This, too, is for management use.
Enabled. Identify whether this automation should be active or not.
Type of automation. Select the type of automation from the available list. New automation types can be imported from the main Automations page or [[developer-training:Automations|developed]].

Depending on the type of automation selected, configuration options may be shown under the Type of automation selection.

How do I configure rules to automate my community?

Ben Tiedt — Mon, 24 Jun 2019 16:59:51 GMT

Revision 2 posted to User Documentation by Ben Tiedt on 06/24/2019 16:59:51

What is an Automation?

What can Automates automation?

How do configure one?

Navigate to Administration > Automation > Automations. This will list the currently enable automations in your community.

To add a new automation, select Add, and provide:

Name. The name of the new automation. This is for management use only, so it should help you identify this automation uniquely in the list of all enabled automations.
Description. A longer description of the purpose of this automation. This, too, is for management use.
Enabled. Identify whether this automation should be active or not.
Type of automation. Select the type of automation from the available list. New automation types can be imported from the main Automations page or [[developer-training:Automations|developed]].

Depending on the type of automation selected, configuration options may be shown under the Type of automation selection.

How do I create rules to automate my community?

Ben Tiedt — Tue, 04 Jun 2019 20:16:03 GMT

Revision 1 posted to User Documentation by Ben Tiedt on 06/04/2019 20:16:03

What is a rule?

A rule is a user-centered statement that enacts business logic and end-user automation in the community by harnessing system actions to events, conditions, and actions.

What can a rule automate?

Awarding an achievement
Adding/removing a user to/from group
Adding/removing a user to/from role
Bookmarking content
Sending a notification
Flagging for abuse
Adding/removing an achievement
Adding/removing points
Sending an email
Sending a private message
Subscribing to content

How do I make one?

Generally, from the site home page, click Pencil Tool > Administration > Rules > Rules. Click Add Rule. Go through the wizard, starting with a trigger event you want to trigger the behavior. Progress on to Conditions and Actions. You can model new rules off the ones included in the administration panel for achievements.