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Motions Overview

What is a motion?

At the center of Magnify are motions. Motions are a set of steps that create a workflow based on rules and actions, based on your integrated tool stack. With motions you define a segmentation model and place users or accounts into a predetermined set of steps through the Motion Builder.

The Motion Builder is an easy to use drag and drop interface which links the various rules and actions together leveraging a low 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. 

  1. When creating a new motion you will be prompted to input the following information:
    • Motion Name: This should be a short, unique, but descriptive name per motion.
    • Description (optional): It is recommended to include a description to help others better understand the objective of the motion.
    • Metrics for motion performance (optional): Choose specific data field(s) from linked data sources/integrations to track performance of the motion. Data can be aggregated by evaluating total, average, minimum, or maximum criteria measured against a desired time span with defined targets. 
    • Predictive Insights (optional): Track Magnify's predictive insights insights to measure against churn, expansion, or trial conversion probability. 

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 journey, otherwise they will split off to the NO branch of the journey. 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 a user or account 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 a motion 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 support@magnify.io.

Segments

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

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 box in the Motion Builder canvas to define your segment. Segments can be created across multiple data sources. For example, you may want to create a segment based on specific criteria from Salesforce and Gainsight. 

 

 

  1. To do this, find the object(s) you want to filter on by drilling into the data sources or using the search bar. 
  2. Once you have found the object, drag and drop it into the criteria builder.
  3. Now define the parameters you want to filter on in relation to that object.
  4. Continue adding objects to filter your segment upon until you’ve finished your segment definition and click Save. Optionally, you can choose the rename the segment by click the pencil icon in the Description box.

Segments support AND and OR operators. When dragging and dropping an object to the criteria builder you will be able to see both operators depending on where you place it. To use the AND operator, place the object above the dashed line. To use the OR operator, place the object below the solid line as shown below:

 

 

Calculating a Segment

Once you’ve created a segment, Magnify provides the ability to calculate the segment, which provides you with an output of the participants that would 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. Select Calculate the Segment on the segment builder.

 

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

  1. To retrieve CSV navigate to Account Settings by clicking your user icon on the bottom of the navigation bar on the left hand side of the screen.

  1. On the Account Settings screen, select Notifications

  1. If the segment output was successful, the notifications screen will show you a message stating that the requested output is available for download, select Download Now.

If the output was unsuccessful, a notification will appear stating that an error occurred. Oftentimes, this is because no users and/or accounts meet the specific criteria defined in the segment. If you’re experiencing errors and need help troubleshooting, please contact support@magnify.io. 

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.

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 journey is scheduled to run, you can choose to Cancel or Delete Motion. 

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