Action Coverage
See which actions are configured for each trigger event and customer segment, and spot gaps in your automation setup.
The Coverage page gives you a bird's-eye view of your entire email automation setup. It displays a matrix that maps every trigger event against every customer segment, so you can see at a glance which actions fire for each combination and where gaps exist.
How It Works
When you open the Coverage page, Itsy loads all of your actions and their triggers, then organizes them into a table. Each row represents a trigger type (such as "Order Created Internally" or "Payment Fully Paid"), and each column represents one of your customer segments. The cells show which actions are in place for that particular combination.
Reading the Matrix
Rows -- Trigger Events
Each row corresponds to a trigger event or schedule:
| Category | Examples |
|---|---|
| Order events | Order Created Internally, Order Created Externally, Order Confirmed, Order Cancelled |
| Payment events | Payment Deposit Reached, Payment Fully Paid, Payment Validated from External Service |
| Invoice events | Invoice Created |
| Notification events | Notification Delivered, Notification Failed, Notification Bounced, Notification Opened |
| Group events | Group Message Created, Group Message Updated |
| Gift Certificate events | Gift Certificate Created |
| Scheduled | Actions that run on a daily schedule |
Columns -- Segments
Each column represents one of your customer segments, displayed with its assigned color dot and name. If you have segments for "Domestic" and "International," for example, you see one column for each.
Cells -- Actions
Each cell tells you what happens when that row's trigger fires for an order belonging to that column's segment:
- Action names appear as clickable links. Click any name to jump straight to that action's overview page for editing.
- Inactive badge -- If an action exists but is turned off, it appears with an "inactive" label so you know it will not fire until re-enabled.
- Warning icon -- If no actions are configured for a particular trigger-segment combination, you see a yellow warning icon with "No actions." This is your cue that a gap exists in your automations.
Conditions
Some actions have trigger conditions (for example, "only fire if the order balance is greater than 0"). You can expand an action in the matrix to see its conditions listed underneath. Click the arrow next to an action name to reveal the condition details, showing the field being checked, the comparison, and the value.
Identifying Gaps
The primary purpose of the coverage view is to help you find missing automations. For example:
- If you see a warning icon under "Payment Fully Paid" for your "International" segment, it means no payment confirmation email is set up for international customers.
- If an action appears but shows an "inactive" badge, it means the automation exists but is not currently running.
Segment-Wide Actions
An action that has no segments assigned applies to all segments. These actions appear in every segment column, since they fire regardless of which segment the order belongs to. Actions restricted to specific segments appear only under those segments.
Common Tasks
Checking Coverage for a New Segment
After creating a new segment, visit the Coverage page to verify that all the essential automations are in place. Look for warning icons in the new segment's column and create any missing actions.
Finding Why a Customer Did Not Receive an Email
If a customer in a specific segment did not receive an expected email, check the Coverage page for that trigger event and segment. Confirm that an active action exists in that cell. If one does, the issue may be with the delivery itself -- check the Deliveries page instead.
How It Connects
- Actions -- Click any action name in the matrix to open it for editing.
- Segments -- Each column corresponds to a segment. Adding or removing segments changes the columns in the matrix.
- Deliveries -- Once you confirm an action is configured, use the Deliveries page to verify it is actually sending and reaching recipients.