Scripts for contacts

Each contact has a process specified in their card where you can set the scripts you need to work with this contact:

To create a contact script, we navigate as needed in Account management:

Creating a script

The initial list of process scripts is empty.

• To add a new script, click the 'New script button:

• A window for adding a new script will open:

Setting up a script

• Give the script a self-explanatory name:

• Choose the event that will activate the script for contacts:

When the event selected in the script is triggered, the contact is checked for compliance with the conditions specified in the script and automatic actions are executed.

• List of operations that can be performed on contacts:

Selecting an operation expands the additional settings menu corresponding to the type of operation.

Note

• You can debug automated scripts in test mode.
• Automated scripts cannot modify more than 20 contacts at a time. This limitation prevents spam from being sent from the system.

Go To

• Contact processes
• Scripts
• Contacts
• Account Management
• Feature Description