How to add Enter a Segment trigger?

How to add Enter a Segment trigger?

To configure the enter a segment trigger, follow the steps below:
1. From the navigation toolbar, select Automation and click Workflows.
2. Click Create Workflow from the top-right corner and select a workflow template.
3. From the left panel, drag and drop the Enter a Segment trigger onto the
    canvas.
4. Click Select Segment. Select a segment from the drop-down.

5. Choose to allow only new contacts into the workflow or only existing contacts
    into the workflow or both new and existing contacts into the workflow.
6. Click Done.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • What is the Enter a segment trigger?

                                                                                                    With this trigger, you can create a workflow for contacts who've entered a specific segment. To use the 'Enter a segment' trigger : From the Navigation toolbar, choose Automation. Click Create Workflow in the top-right corner of the page. Select the ...
                                                                                                  • What is list entry trigger?

                                                                                                    You can create a workflow for any contacts who have entered a specific list using this trigger. You can also decide which contacts can enter the workflow by allowing only new contacts or only existing contacts or both new and existing contacts to ...
                                                                                                  • Can you choose more than one segment to trigger your workflow?

                                                                                                    No. You can only select one segment to trigger your workflow.
                                                                                                  • How do you add list entry trigger?

                                                                                                    To configure a list entry trigger, follow these steps: 1. From the navigation toolbar, select Automation and click Workflows. 2. Click Create Workflow from the top-right and select a workflow template. 3. From the left panel, drag and drop the list ...
                                                                                                  • Can contacts re-enroll into your workflow from the selected segment?

                                                                                                    Yes, you can allow contacts to re-enroll into your active workflows if they meet the required trigger conditions. To re-enroll contacts into your workflow from a selected segment: From the Navigation toolbar, select Automation. Select the active ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources