Marketer's Space: Email Workflow - Field update trigger

Marketer's Space: Email Workflow - Field update trigger

In our previous post on email automation workflows, we learned about the list entry trigger.

 

In this post, we will explore the field update trigger.

 

This trigger initiates a workflow when fields like country, mobile number, address, and more are updated. When designing a workflow, you can configure the set of actions to be executed when a field is updated.

 

How to use the field update trigger


After you drag and drop the field update trigger on the canvas, you can configure the trigger by selecting the required field. Next, select a relevant process for the workflow. Once you configure the process and the end-of-workflow actions, you can activate the workflow. 


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Let's see how the trigger works in a scenario

 

Say you want to send an email with a list of store locations based on lead's geographical location. You can do this by creating a workflow that uses the field update trigger. Configure it by selecting the field as City, design the process and end-of-workflow actions, and activate the workflow. Once a lead updates the City field, an automated email will be sent to the lead listing the store locations in their city.

 

Click here to learn more about workflows.

 

We hope you found this post useful. In the forthcoming post, we'll discuss the Email Action trigger and its usage.

 

Regards,

 

Vivek Suresh

User Education | Zoho Campaigns



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