New contact
Add this node if you want the automated flow to trigger when a new contact is added to your account. You can choose whether the new session should start:
- for every new contact added to any database or to a specific database;
- for all sources / origins or for a specific one (e.g. only contacts subscribed from the web or only contacts added via import).
A typical use case for this node is sending a welcome email to new subscribers.
The session starts only if the contact is added to the database with the status “subscribed” or if their status changes from another status (e.g. unconfirmed or unsubscribed) to subscribed. For example: a contact requests to subscribe to your newsletter and is therefore added to the database as unconfirmed; the session will start only if and when the contact confirms their subscription.
Contact update
You need this node if you want to start a new session when a contact field is updated and the new value matches the defined criteria. To configure this node:
- select the database that contains the contacts for which you want to start the automated flow;
- select the contact field whose value you want to check;
- choose what to compare the new field value with. Depending on the selected field type, the available options may vary slightly.
If the contact already has the defined value, the session does not start.
Example: you set the session to start when the contact field becomes equal to the value “Rome” or “Milan”.
If the field takes on one of these two values, the rules are considered met and the session starts. If, however, the previous value was “Rome” and then changes to “Milan”, the session does NOT start, because the value already matched the rules before.