Triggers
29 articles
1 min read · Video
Triggers Overview
This video is an overview of how "TRIGGERS" function. More specific videos on common triggers are also available.
1 min read · Video
Forms and Triggers
This video walks through how to set up some common automation via forms and triggers.
1 min read · Video
Appointments and Triggers
This video walks through how to set up some common automations via appointments and triggers.
1 min read · Video
Sending data OUT with Zapier
This video shows how to automatically send data to another application via Zapier.
1 min read · Video
Triggering Actions with Trigger Links
This video shows how to initiate an action based on when a TRIGGER LINK is clicked by a person.
1 min read · Video
Task Reminders with Triggers
You can send yourself or team members reminders (or other trigger actions) based on the due date of any tasks you have set.
1 min read · Video
Adding Notes With Triggers
Adding Notes With Triggers
1 min read · Video
Facebook Lead Ads and Triggers
This video walks through how to set up some common automations via Facebook Lead Ads and triggers.
1 min read · Video
Testing Facebook Lead Connection
You can test your triggers at https://developers.facebook.com/tools/lead-ads-testing
1 min read
How To Set Up Triggers From Form Submissions
You may want to set up a trigger to fire off one or more actions based on a form being submitted. Follow these simple steps to learn how to create a trigger to fire off based…
1 min read
How To Set Up Trigger Links And Trigger Link Triggers
Trigger links can be built in the system so that when a lead/customer clicks on a particular link, a specified action happens. There are multiple ways to use trigger links,…
2 min read
How To Build, Edit and Use Task Related Triggers
There are many ways you can create tasks such as in a pipeline, campaign or contact record. For this tutorial, we will be creating a task from within a contact. Here’s how to…
3 min read
How To Use A Trigger for a Review Request Campaign or Email
You can set up your CRM to have the ability to capture reviews, and you can also automate this feature to make it even more convenient to use. (Check out our tutorial "How to…
2 min read
How To Set up a Campaign and Trigger for Abandoned Cart Follow Up
Abandoned cart sequences is when someone has filled out the first step of the two-step order form but didn't complete the payment step. This allows you to follow up directly…
2 min read
How To Create a Custom Date Trigger
You may want to create a custom date trigger to use for a custom holiday campaign or another specific date action you want to fire off in the system. Follow this tutorial to…
3 min read
How The Duration in Days Filter Works
This tutorial will cover the duration in days filter for Contacts. This filter means an action will fire once every X number of days (you can customize any number of days for…
1 min read
How To Build and Utilize Triggers
This tutorial will give you an overview of how to build and utilize triggers. First, let’s talk about what triggers are: Triggers are essentially “if, then” statements that…
1 min read
How to Set Up Email/SMS Notification When An Action Occurs Using Triggers
Sending texts or emails to your leads is a great way to engage with them, and it is the most convenient and efficient way of sending urgent information and updates to your…
1 min read
How To Create Folders For Your Triggers
Organizing your Triggers into folders makes it easy for you to access all your Triggers conveniently.
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How To Create Push Notifications For Triggers
Push notifications on Triggers allow you to send an alert to yourself or your Lead when someone is added to a Campaign. You can set a custom message that will be sent along…
2 min read
How To Create An Auto Responder Using Triggers
This tutorial covers how to set up an “Auto Responder” using triggers.
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How to Create a Double Opt-In System
Double Opt-In Systems serve multiple purposes. First and foremost, it is used in the EU and required by GDPR (General Data Protection Regulation). This means that once a lead…
1 min read
How To Check What Triggered Someone Into a Campaign
There are several ways to add someone to a campaign – through a bulk request, a manual add, a trigger, and more. You may want to check how someone was triggered into a campaign…
3 min read
How to Utilize Lead Values in Pipelines and Triggers
Using lead values in pipelines allows you to help manage your business effectively. Typically a new lead, or ‘cold’ lead, in a beginning pipeline stage isn’t worth as much…
1 min read
What To Do If Your Send Email Trigger Action Is Not Firing
If your Send Email trigger action is not firing, check these four common errors to troubleshoot:
1 min read
How to Duplicate Triggers
You may want to duplicate triggers if you're running the same action repeatedly, with slight modifications. Rather than starting from scratch to customize a new trigger, you…
2 min read
Email and Phone Number Mapping In Triggers
This tutorial will provide you with a walkthrough on email and phone number mapping from a customer reply, using triggers. Perhaps you have a SMS or email campaign, and a…
1 min read
How to Filter A Trigger By Product Type
When creating triggers, you may want to filter by the particular product sold, to fire off specific actions that relate to that specific product only. For example, you may want…
1 min read
How to Create a Trigger for Notifications for New Chats in the Chat Widget
Follow the steps in our articles "How to Add a Chat Widget to Funnels and Websites" and "How to Add a Chat Widget to a Wordpress Site" to learn how to customize a chat widget.