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Synerise January Product Teaser - What is Automation 2.0?

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Synerise January Product Teaser: Automation 2.0

Automation is such a buzzword these days and there are numbers of reasons for that. Without diving into too many of them, let me just make a general remark that the amount of things to process (like events on a tracked domain) and act upon (send purchase summary for every client who buys a product from your store) is growing and we often need the assistance of specific tools that will do the work for us.

It’s often the case that so many things pile up that it's impossible for a human to manage. This is especially true for marketers. They need a solution that collects data, processes it, automatically performs actions with regard to the gathered information, transmits data between other tools and so on.  

And this is the moment when the Synerise Automation 2.0 comes to the rescue, riding on a white horse and everything.  

Automation 2.0 - all you need to know 

When someone hears Automation 2.0, they may assume that there must have been Automation 1.0, which is correct. The 2.0 version holds the basic assumptions of the 1.0 version. It ensures a capacity for implementing customer-oriented campaigns at various levels of complexity.  

The 2.0 version, however, gives users a larger scope as they have the possibility of creating scenarios without the customer context which not only facilitate communication with the end user, but also with “their business”. Due to the customizable building nodes, the users of Automation 2.0 can build scenarios that meet their unique requirements.  

Apart from the capability of facilitating customer journeys, the 2.0 version allows integrations with external tools and hopefully will soon become a means of data transformation.   

Coustomer Journey example in Automation 2.0 in Synerise

Let’s jump into details about other enhancements implemented in Automation. 

Building nodes 

We have done some cleanup in the elements that build a scenario.  
As a result, we have introduced a new way of determining limits on particular elements of the automation to give users more space to set their own pattern of repetitions. The cleanup led us to the adjustment of the nodes to universal standards. Although it caused a decrease of nodes in number, in return it provided users with the possibility to create their own custom triggers and custom actions.  

When it comes to the settings of the nodes, most of them accept jinjava code, which creates a lot of possibilities to personalize any type of content delivered through an automation scenario. It also allows users to organize a clear flow of a customer journey, which can be done with a new type of node called Flow control.  


To enable the measurement of the effects your scenarios bring about, Automation 2.0 is supplied with in-built statistics. Users can track the numbers for each step in the process, how many customers arrived at the steps and moved on. There are also some statistics concerned with the duration of paths in the process.  

These numbers are available in the diagram so you don’t need to click through multiple screens. Still, you can build advanced analyses of the scenarios by using the Analytics module. Eventually, when it comes to tracking events in the steps, it’s users who decide and can switch it on or off.   


Users can go beyond the Synerise ecosystem with their scenarios as they can integrate with any external tools and combine their capabilities with those of Synerise. The Webhook action, custom trigger and custom action make it all possible. 
Moreover, it can be used two ways. This means that the external system can trigger the automation process but also users can perform actions by sending data to the external systems. 


The changes in Automation are not only superficial. The visual layer as well as the infrastructure of the feature has changed as well. The new backend arrangement ensures the flexibility and effectiveness of this solution.  
Users can now focus on creating scenarios, no matter if they are simple or more advanced.  An example of the optimized mechanism in the feature is the possibility of reusing data from the scenario which makes creating it easier, more convenient and at the same time makes room for more functionalities. 

We have been working very hard for past few weeks and we are very excited to present you with our latest product. We will continue to expand its features and options so stay tuned!