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.
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.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
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 ...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 you choose more than one segment to trigger your workflow?
No. You can only select one segment to trigger your workflow.How does cyclic trigger work?
This is a time-based trigger used to initiate a workflow when contacts joining your mailing list satisfy the specified conditions either daily, weekly, monthly or yearly. This trigger will only be scheduled after you activate the workflow and reset ...
New to Zoho LandingPage?
Zoho LandingPage Resources