Trigger Components
Can you re-engage inactive users?
Yes. You can segment the contact and then use the segment entry trigger to send re-engagement emails.
Can a contact enter the same workflow more than once?
Yes. If they meet the trigger condition again, they will re-enroll back to the workflow. But the re-enrollment toggle has to be enabled.
What happens if you remove contacts from a list used in the trigger?
They will no longer enter the workflow.
Can the trigger be edited after the workflow is active?
No. Once the workflow is active, the trigger will pull the contacts to the set-up based on the configuration.
Can you use multiple triggers in one workflow?
Yes. However, it’s limited to only one for e-commerce based triggers.
What is the Purchase Follow-up Trigger?
This trigger is used to enter contacts who have purchased products from your store. While configuring this trigger, select the Store from which contacts have purchased from and click Save.
What is the Abandoned Cart Trigger?
This trigger is used for contacts who have added products to their cart without making a purchase. Click Select Cart, select Store, add time in hours of abandonment as a condition, and click Save.
What is the Open Trigger?
You can use this trigger to start a workflow when contacts are imported from another application using API keys. Once this trigger is used, click Generate an API Key and click Copy to copy the key to the clipboard for future reference before clicking ...
What is the Tag Removed Trigger?
This trigger is used to start a workflow when contacts are removed from the tag you have selected. While configuring this trigger, select the required tag, and the contacts removed from it will enter the workflow automatically.
What is the Tag Assigned Trigger?
This trigger is used to start a workflow when contacts are assigned the tag you’ve selected. While configuring this trigger, select the required tag, and the contacts assigned to it will enter the workflow automatically.
What is the Field Update Trigger?
The contacts who met or satisfied the criteria configured in the Field Update Trigger will enter into the workflow.
What happens if you don’t select the checkbox in the email action trigger?
This will pull out the contacts who will perform the selected responses in the future; i.e., after activating the workflow.
What is the checkbox at the end of the Email Action Trigger?
This option allows entry of the contacts who've already received the email campaign and performed the selected responses in the trigger.
What responses are present in the “Any email campaign” of the Email Action Trigger?
This option will pull out the contacts who have performed responses such as Delivered, Opened, Any link clicked, Specific link clicked, Skipped, Survey Started, and Survey completed in any of the sent campaigns.
What responses are present in the “Specific email campaign” of the Email Action Trigger?
The option contains Delivered, Opened, Any link clicked, Specific link clicked, and Skipped as responses in the Email Action Trigger.
How can you configure a List Entry Trigger?
This trigger can be configured to allow existing contacts from the selected mailing list; only new contacts who've entered the selected mailing list; or only those contacts who are already present in the selected mailing list.
How can you configure a Signup Form Trigger?
This trigger can be configured to allow contacts to enter either from any signup form or a specific signup form.
What is a Form Submission Trigger?
Using this trigger, you can start a workflow for those contacts who sign up through the signup form you select in this trigger.
What are the different types of triggers available in Workflow?
Form Submission, List Entry, Enter a Segment, Date-field, Email Action, Field Update, Tag Assigned, Tag Removed, Open Trigger, Abandoned Cart, Purchase Follow-up, Product-specific Follow-up, and Cyclic Trigger.
What is a Trigger?
A Trigger is the starting condition that initiates the workflow. It defines when and why a contact should enter the workflow.
What happens to contacts who've entered the workflow through a date field trigger in exit criteria?
For date field trigger note that once the date field is changed then the contacts who've entered the workflow on the previous selected date will not be exited. For example, you specify a date, 25.12.2021 and certain contacts have entered the 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 ...
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 ...
What is an email action trigger?
In the trigger, you can select a specific email campaign or any campaign. By selecting a specific response, the contact will enter the workflow via the trigger.
Can you choose more than one segment to trigger your workflow?
No. You can only select one segment to trigger your workflow.
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 ...
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 ...
Can you edit the date-field trigger after it has been applied?
Yes. There are two ways your date-field trigger after its been applied: Click on more (...) on the date-field trigger and click Edit icon. You can also edit the date field trigger from the detail view on the right side of the canvas by clicking the ...
Can contacts re-enroll into the workflow while using the date-field trigger?
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 using date-field trigger: From the Navigation toolbar, select Automation and click Workflows. ...
When can you use date-field trigger for custom date or specific date?
Select the specific date field to trigger the workflow for specific events, webinars, renewals and likewise. Select the custom date field for customised dates, such as birthdays, anniversaries, and festivals.
Can you choose specific contacts to enter your workflow with date-field trigger?
Yes, you can drag and drop the date-field trigger to the canvas and click Select Date. Choose to use a custom date or a specific date. Specify the time contacts can enter the workflow. Enable the Set criteria for contacts to enter the workflow ...