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What are the different types of Activity Triggers?

There are a variety of Activity Triggers you can use in your Journeys in Which50. These Activity Triggers determine what occurs when specific actions are performed, either by you or by one of your Contacts. The Triggers are split into 2 groups, 'Scheduled Triggers' and 'Interactive Triggers'. Scheduled Triggers can only be added to a Journey before it goes live, otherwise they will have no effect. The Interactive Triggers can be added to a Journey at any time. Please continue reading below before utilising Activity Triggers in your Journey.

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Scheduled Triggers

Journey

Journey Start: When you select this option, the Activity occurs as soon as you Activate your Journey.

Journey End: When you select this option, the Activity occurs when your Journey reaches the end date and time you specified in the Schedule tab.

Date/Time

Scheduled Date/Time: When you select this option, the Activity occurs on a specified date and time.

Recurring Date

Notification: When you select this option, the Activity occurs to remind a Contact of an important date e.g., a renewal or payment.

Anniversary: When you select this option, the Activity occurs annually e.g., on a Contact’s birthday or joining date.

 

Interactive Triggers

Landing Page

Webform Submit: When you select this option, the Activity occurs when a Contact submits your Webform.

File Import

Contacts Inserted: When you select this option, the Activity occurs when you merge a new Contact into your database.

Contacts Updated: When you select this option, the Activity occurs when you merge updated details for an existing Contact into your database.

Text Message

SMS Received: When you select this option, the Activity occurs when a Contact sends an SMS to a designated number.

Contact

Note: The Contact Activity Triggers should be used with caution. They are intended for Advanced Users only. Before enabling these Activities, please contact support@customerminds.com

Add Contact: When you select this option, the Activity occurs when you add a Contact to your database.

Remove Contact: When you select this option, the Activity occurs when you remove a Contact from your database.

Update Contact: When you select this option, the Activity occurs when you update Contact information in your database.

Reset Contact Password: When you select this option, the Activity occurs when you reset a Contact’s password.

Register Contact: When you select this option, the Activity occurs when you register a Contact.

eDocuments

(Learn about eDocuments here)

eDocument Generated: When an eDocument is generated, that action can trigger sending an Email or SMS, or can generate a PDF.

eDocument Imported: When an eDocument is imported, that action can trigger sending an Email or SMS, or can generate a PDF.

eDocument Batch Generated: eDocuments can now be generated in batches, and this can trigger sending an Email or SMS, or can generate a PDF.

Custom

Custom Events are used for when an API call needs to be set up, which allows for Journey activities to be triggered from an 'outside Which50' source. Please contact us at support@customerminds.com if you'd like to set up an API call for your Journey.

 

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