Motions Overview

What is a motion?

Magnify's core automation capability is called Motions. Motions are a set of steps that create a workflow based on rules and actions. Motions interact with your integrated tool stack and leverage your data structures to create highly personalized experiences. The participants in your Motion are the accounts and users in the segment you define. Those accounts and users then interact with a predetermined set of steps you configure, which include rules and actions. The Motion Builder is an easy to use drag and drop interface which links the various rules and actions together in a no code workflow.

Motion Dashboard

Once motions have been executed you will be presented with high level metrics related to the number of actions triggered per integration and participated users. 

Creating a Motion

1. To begin, click Motions in the left hand navigation pane. From there, select New Motion in the upper right corner. 

2. When creating a new motion you need to create a Name for the motion. This should be a short, unique, but descriptive name per motion.

Segments

A segment is a group of accounts and users you’d like to address through a specific workflow. For example, you may want to segment new users to your platform for a predefined onboarding motion. 

Segments in Magnify are composed of account-user pairs, which means that when you define segment criteria, you're identifying both accounts and their associated users (or vice versa - users and their associated accounts). This model provides powerful flexibility for your motions:

• When you segment on user attributes (e.g., "Users created in the last 30 days"), the segment automatically includes those users AND their associated accounts
• When you segment on account attributes (e.g., "Accounts with ARR > $100,000"), the segment includes those accounts AND all their associated users
• Motions can leverage both levels: You can send emails to individual new users while also triggering account-level actions (like updating the CRM or notifying the account owner) just once per account

A single segment can power motions that work at both the user level (personalized outreach to each user) and the account level (aggregate actions or updates per account), giving you maximum flexibility in how you engage with your customers and automate work.

 

Segmenting with Related Objects

While segments are always account-user pairs, you can build your segment criteria using any data field from any ingested object in your data model. It's important to understand that you're not segmenting the objects themselves – you're using those objects to identify which account-user pairs to include.

When you select fields from related objects (like opportunities, subscriptions, support tickets, or telemetry data), Magnify uses these as filters to determine which accounts and users meet your criteria. For example:

• Criteria: "Accounts having any Salesforce Opportunity Amount greater than $50,000"
• Result: Accounts where the account has at least one $50,000+ opportunity
• You're not creating a segment of opportunities – you're finding accounts (and their users) with significant opportunities

Segment definitions carry on throughout the entire duration of a motion and you do not need to re-enter segmentation criteria at any subsequent step in the motion if it has not changed.

 

Defining a Segment

Every new motion begins with a segment. Select the Segment block in the Motion Builder canvas to define your segment. You’ll see a list of data sources - each of these contains data objects (e.g., Opportunity), and each object contains data fields (e.g., Opportunity Amount).

 

1. To get started, find the first data field you want to filter on by selecting a data source and then the object that contains the field. Or use the search bar. 
2. Once you have found the field, drag and drop it into the criteria builder.
3. Now define the parameters you want to use to filter the participants of your motion in relation to that field. Note that different field types have different operators.
4. Continue adding fields and parameters to define your segment. When you’re done, click Save. 
5. You can provide a name or explanation of your segment by clicking the pencil icon in the Description box. Describing your Segment (and other blocks in a motion) is a helpful way of conveying its purpose to your collaborators.

Segments support groups of fields with AND operators between fields in a group, and OR operators between groups. This way you can define a segment of accounts with upcoming renewals or opportunity close dates (see screenshot below). You are not required to use more than one group.

When dragging and dropping a field onto the criteria builder you can choose whether to add the field to an existing group or a new group. Placing the field directly below an existing field will add it to the same group. Dragging the field farther below an existing field will add the object to a new group. Fields in the same group have an AND relationship to one another, and groups have an OR relationship to one another.

 

 

"Having Any" and "Having All" Operators

It is very common for accounts to have many of a related object - like subscriptions, or opportunities; similarly it is very common for users to have many of a related object - like support tickets. Magnify allows you to specify how to evaluate these relationships with the Having Any/Having All operator. This way you can specify whether the segment should contain accounts having any contract renewing in the next quarter, or accounts having all contracts renewing in the next quarter.

Important note: When Magnify evaluates your segment, it reads ALL related records – including those with missing data (i.e., null values). These blank values are treated as actual values. Here’s an example scenario to help illustrate the behavior. Magnify has ingested CRM data about 3 accounts, who have a total of 5 opportunities. However, some of the opportunity amounts don't have values so they are nulls.

 

Account ID	Opportunity ID	Opportunity Amount
Account A	Opportunity 1	10000
Account A	Opportunity 2	30000
Account B	Opportunity 3	[null]
Account C	Opportunity 4	20000
Account C	Opportunity 5	[null]

Building a segment on accounts with opportunity amounts above a certain amount will yield the following results.

Segment 1: accounts/users HAVING ANY Opportunity Amount greater than 1000

Result: Accounts A and C are included in the segment. Account B is not included because it does not meet the criteria of having one or more opportunity values greater than 1000. 

 

Segment 2: accounts/users HAVING ALL Opportunity Amount greater than 1000

Result: Only Account A is included in the segment. Account B is not included for the same reason as above, and Account C is also not included because null is technically a value, and it is not greater than 1000. In order to include Account C, use the Having Any operator instead, or correct missing values in source data (i.e., populate the Opportunity Amount for Opportunity 3 for Account B, and Opportunity 5 for Account C in CRM).
 

Calculating a Segment

Once you’ve created and saved a segment, you can export the segment to review the list of participants (i.e., account-user pairs) that will be targeted for your motion based on the criteria you chose when defining the segment.

This output is delivered as a CSV and can be helpful when validating the data against your integrated tools (e.g. Salesforce) or to better understand which participants the motion will target.

To generate the CSV output:

1. Give your motion a name and save your motion. 
   1. Important note: Segment export will not be possible until the motion has been saved.
2. Save the segment criteria you wish to check via export (if the criteria is not saved, the export will fail, or previous criteria will be used, if updating). 

Select Export Segment (.csv) on the segment builder.

2. A prompt will appear confirming that you would like to export segment data to CSV, select Export.

3. To retrieve CSV switch to the Export tab of the Segment builder. There you’ll find a list of exports for the segment, sorted by most recent at the top. Click the Refresh button to check on whether an export with Processing status is now ready to download.

Note: if your segment export fails, hover over the Failed message. If you see the message "No accounts or users in segment", that means that your segment criteria have yielded zero account-user pairs. Try relaxing the criteria or removing one field from the segment and re-running the export to compare results. If you’re need help troubleshooting, please contact [e-mail].

Outside of the Motion builder, you can also see results of segment exports in Account Details -> Notifications. 
 

Rules

Rules can be thought of as conditional operators that control the flow of the motion. Magnify’s Motion Builder supports the following rules:

If / Else

An If / Else rule can be used to create a decision tree or a yes/no criteria. The rule is governed by an If statement. Any user or account that passes the conditions of the statement will proceed to follow the YES branch in your motion, otherwise they will split off to the NO branch of the motion. Each of these branches can have their own unique rules and actions.

Wait for Trigger

Magnify allows you the ability to wait for a specific trigger event to occur before moving an account-user pair to a later step in the motion. To wait for a trigger, simply drag and drop the rule into your motion and define the specific trigger statement to evaluate against based on your integrated data sources.

 

Time Delay

Time Delays are useful when you’d like to define a specific period of time before moving an account-user pair to the next step. For example, after an email is sent to a user you may wish to wait a set period of days or weeks before the next action occurs.

Magnify supports the following time periods:

• Minutes
• Hours
• Days
• Weeks

Loop

Loops allow you to repeat an action or number of actions a specific number of times and at a specified interval, unless an exit condition is met. 

To implement a loop, drag and drop the loop rule into your motion and specify the number of loops and at what interval you’d like the loop to occur. Finally, define the action or actions you’d like to loop by clicking the Loop to Action field and then selecting the desired action from the canvas.

Merge

Merging provides you the ability to rejoin a branch that has split back to the main branch. In many situations, you may want to include an If / Else rule that executes specific actions based on certain criteria, but may want to join that group of users or accounts back to the main branch as the motion continues because the future steps are applicable to all participants of the motion.

Actions

Actions are steps in your motion that are executed using your integrated tooling. Each time you integrate a new tool with Magnify, you will be able to see that tool under Actions within a Motion Builder. 

Every integration allows for unique actions relevant to that tool or system. Below is an example of the actions available from Salesforce and Gainsight:

For more details or integration specific questions, please reach out to [e-mail].

Using Dynamic Inputs

Magnify Segments, Rules, and Actions support dynamic inputs, where a variable or token can be referenced or inserted (via action) into another record, which is populated by data from an integrated system. For example, when updating an Account you may wish to include the value of the most recently closed Opportunity associated to the account.  

When configuring the action, click the lightning bolt iconin the field in which you'd like to reference or insert a Dynamic Input. This will will open the list of connected systems available to use for dynamic inputs.

Select the desired system to use and the specific field. For example, Salesforce->Opportunity->_AmountCurrency as in the example below. The actual systems, objects, and fields you see will be dependent upon the structure of the data Magnify has ingested for your company.

Once you've selected the field to use a popup window will appear in which you will define the behavior for selecting the right object when many exist (e.g., an account often has many opportunities), as well as the behavior for when the dynamic input has a missing or invalid value within your email template.

Dynamic Inputs include three controls which help you define exactly which record to use and what to do if no matching records are found:

1. Filter. Apply filtering criteria to narrow down which records should be considered. You can add up to 10 filters in an experience very similar to building Segments. This way you can filter down Cases associated with an account to be those which aren’t closed. Note that filtering is optional.
2. Sort. Dynamic inputs are designed to allow you to identify one specific value to be used. In order to ensure one value is chosen, sort the list of remaining records and Magnify will automatically select the first record from that sorted list. Sort is a required configuration for every Dynamic Input.
3. By default, when using dynamic inputs, Magnify will stop the action and return an error if a value is missing or invalid. However, you can specify an alternative default value to circumvent the error process. In the example above, if no opportunities were found you could insert a generic value like "(no opportunity found)".
   1. Important note: it is best to specify a default value whenever possible to avoid actions failing to run due to Dynamic Inputs with no available values.

Note that when using Dynamic Inputs in Segments and Rules, only the third control above will be present.

To configure the dynamic behavior input for existing dynamic inputs:

1. Locate and select the icon in Segment, Rule, and Action blocks with existing Dynamic Inputs. This will open the configuration window.
2. Click thefor any input you'd like to modify.
3. Modify the filter(s), sort order, and behavior when no matches are found, and click OK.
    

Running a Motion

There are multiple ways to execute a motion:

• From the Motions menu, locate the desired motion, click the ⋯ icon and select Run.
• On the Motion Builder page, click the clock icon in the upper right hand corner.

Upon selecting Run, you can define the motion schedule by selecting either a one-time run or multiple runs. Both options allow you to start the motion immediately or schedule a specific start date and time. For multiple run motions, you will also be asked to select the frequency. Supported frequencies include daily, daily excluding weekends, weekly, and monthly. 

Once you have defined your motion schedule, click Confirm.

 

Include Previous Run

When you create a motion, set to multiple runs, Magnify refreshes the original segment you created, at the cadence you specify when setting the run schedule. We'll use 'daily' for the sake of this explanation.

1. Include Accounts, but not Users: If you check the box to include 'accounts' but not 'users', then any account in the motion segment will be included with every daily run, and any account-related actions will execute (ie, send to an account slack channel, or create or update account records in Salesforce). Note that an account whose properties no longer meet segment criteria  will not be included in subsequent runs of the motion (i.e., Segment criteria was Account Rating="Hot", but the account's rating subsequently changed to "Cool"). Inversely, any accounts whose properties initially didn't meet segment criteria but did on a subsequent motion runs, would be included in the motion.
   
   Another important note: with the "users" box unchecked, each user in the segment will only participate in the motion once. This means a user who participated in a previous motion run will not be included in the segment for future runs (for user-based actions like send email). If there are new users that fit the original criteria on any given day, they will be included in the segment and user-level actions will execute.
2. Include Accounts and Users: If you check both boxes, all accounts and users that fit the segment criteria will be included in the segment refreshes and subsequent actions with every run.
3. Exclude Accounts and Users: (Magnify will not allow only the 'users' box to be selected, so the last scenario is to not have check any box, thus excluding accounts and users) This means that for any future run, the segment refresh will exclude any accounts previously considered in the segment, and users as well. With each cadence refresh, Magnify will only consider accounts that newly fit the segment criteria and their users. Note that this means that in the scenario where there are new users in a previously run account, those users would not be included in any future runs.

Stopping a Motion

If a motion is in a running state, but you wish to stop it, locate the specific motion and click ⋯ and then select Cancel. If a motion is scheduled to run, you can choose to Cancel or Delete Motion. 

Updated October 21, 2025 19:16