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The trigger and how you can use it in a workflow

Automation is a powerful tool, and its trigger is what sets it in motion. Triggers are based on the actions your email campaign subscribers take inside your newsletter, or that your site visitors take when visiting your site. Their actions start the chain reaction you define when designing your automation workflow.

Good examples of triggers are typical actions like a recipient of one of the campaigns opening the newsletter they received, or someone visiting a specific page on your website. Simple click-type events like these can make a difference when you utilize your automation. Further, our platform now enables you to use multiple triggers within the same automation.

A trigger is the first thing that you need to set up when creating a workflow. To find which trigger, or triggers, you need for your automation, you must first answer the question: " What event (s) should set my automation into motion? 

After that, you are ready to set up your first trigger. All you have to do is follow the steps below:

1. On your Dashboard, hover your mouse over the Automation tab.trigger_and_its_use_in_workflow_1.png

 

2. Tap on the New button and then select the Custom automation option.trigger_and_its_use_in_workflow_2.png

 

3. Click on Select your trigger area.trigger_and_its_use_in_workflow_3.png

The "Select a Trigger" pop-up window appears, showcasing the available triggers.


2. Click on the tab of your choice to view the corresponding triggers.
trigger_and_its_use_in_workflow_4.png

The different trigger types you can filter through are: 

 

3. Select any of the triggers you want by clicking on the arrow next to it.trigger_and_its_use_in_workflow_5.png

A pop-up window appears prompting you to choose whether you want your trigger to only trigger once or every time. The available triggers which have to do with specific products from your website will also request that you provide the Product Code for the product action that triggers your automation.


4. Set the appropriate options as per your automation requirements.trigger_and_its_use_in_workflow_6.png

 

5. Click on the Save button when you're done.trigger_and_its_use_in_workflow_7.png

Setting the appropriate trigger is just the first step of designing your own custom automation. You can get some ideas about how to best utilize triggers by checking all the available automation recipes we have created for you.