State Machines
What is a State Machine?
- A State Machine, also known as Cadences or a drip system, can automatically follow up with customers over the course of an hour or several months. We have created a means to define triggers that allow a record to send out various emails and text messages over long periods of time without agent intervention. Phone calls will also be triggered in later releases of the feature. This process can be triggered manually or fully automated. Below is an example of what a state machine can look like with different triggering events.
Core Components of a State Machine:
- Nodes:
- A node is a container object for a specific set of actions. So, for example, any set of actions that need to be completed at one time. This could be a combination of record updates, record creation, texts, emails, or queued phone calls.
- Triggers:
- A trigger is an event that transitions a record from one node to another. Triggers can take place based on the following actions:
- A record is saved
- A record is created
- Ten minutes have passed
- One day or multiple days have passed
- A trigger is an event that transitions a record from one node to another. Triggers can take place based on the following actions:
- Positions:
- A position means that a record is being actively moved through the State Machine. Therefore, the position is used to start the process and keep track of progress.