Spotler Jobs nl NL
Spotler Jobs (NL: Spotler Taken) are the core of the connector, SpotlerAutomate. They are being used to give a command to the connector to execute a task.
The connector uses Jobs to perform tasks, but you can also create them. You can create Jobs manual, but you can also use them to customize and extend Dynamics 365.
You can use Spotler Jobs in Workflows, Business Process Flows, Power Automate and Plugins to fully automate actions in Spotler.
Spotler Jobs are often run for a Contact, Lead or Account. Also Marketing Lists can have Spotler Jobs.
When you have one of these records open, you can view Spotler Jobs under Related > Spotler Jobs.
By clicking on Spotler Jobs a list will open with all the related Spotler Jobs with their status.
By clicking on the name of the Spotler Job (or double clicking the row) it will open and details about the handeling are shown.
At the same place where you can view the Spotler Jobs, you can also create a new Spotler Job.
Press + New Spotler Job to create a new Spotler Job.
This will open the form to create a new Spotler Job. You can select the operation you want to execute and the parameters for the operation.
Press Save or Save & Close to create the Spotler Job. This will trigger the Job to start executing.
Every Spotler Job needs to have an operation. An operation is the action that needs to be executed. The following operations are available.
| Operation | Parameters | Description | Choice Value |
|---|---|---|---|
| Sync Contact |
|
Sync the selected Customer or Lead as Contact to Spotler. | 480000006 |
| Start Automation |
|
For the selected Customer or Lead, start the Automation or Campaign in Spotler. | 480000001 |
| Stop Automation |
|
For the selected Customer or Lead, stop the Automation or Campaign in Spotler. | 480000002 |
| Refresh Automations | None | Check the available Automations and Campaign in Spotler and update them in Dynamics 365, so that they can be selected for the 'Start/Stop Automation'-operation. 💡Tip: Twice a day, Automations are already being synchronized to Dynamics 365. |
480000004 |
| Add Tag |
|
For the selected Customer or Lead, add the Tag. 💡Tip: If no selected Customer or Lead, the Tag will still be added to Spotler. |
480000009 |
| Remove Tag |
|
For the selected Customer or Lead, remove the Tag/Score. | 480000010 |
| Set Score |
|
For the selected Customer or Lead, Set the Score with the given Value. Value must be a number. | 480000011 |
| Increase Score (+) |
|
For the selected Customer or Lead, Increase the Score with the given Value. Value must be a positive number. | 480000012 |
| Decrease Score (-) |
|
For the selected Customer or Lead, Decrease the Score with the given Value. Value must be a positive number. | 480000013 |
| Anonymize Contact |
|
For the selected Customer or Lead, anonymize the Contact in Spotler. | 480000008 |
| Deactivate Contact |
|
For the selected Customer or Lead, make the Contact in Spotler inactive. |
480000005 |
| Purge Contact |
|
For the selected Customer or Lead, clear out the Contact data in Spotler. 💡Tip: When you delete a contact or make it inactive, this operation will already run. |
480000007 |
| Sync List |
|
Sync the selected Marketing List to as Dynamic List in Spotler. | 480000000 |
| Add Contact to List |
|
Add the selected Customer or Lead to Dynamic List in Spotler. Dynamic List must already exist for this to work. 💡Tip: This is already run when you add a contact to a Marketing List. |
480000003 |