Triggers works as an "if, then" statement to automate actions within your system. They are a great way to automate features, send reminders, or set up reoccurring actions. An example of a common trigger is that they can be used as a ‘prompt’ or reminder of a contact/lead action, such as replying to communication or being added to a campaign.
The triggers perform a specific activity that is set off by an event in the system. Check out the steps and GIF below to learn how to set up a trigger:
- Navigate to Triggers.
- Click Add Trigger.
- Name your Trigger.
- Add your desired filters in part 1, for what triggers the rule.
- Choose one or more action to occur (part 2) based on what triggers the rule (part 1).
- Save and activate your trigger.
