Automation triggers explained

"Activation" is the condition for starting automation. With them, you can specify exactly how the contact will be added to automation so they can proceed to the next steps in your process. You can add multiple triggers so you can start automation in a variety of ways.

This section explains each trigger, including how they work and when you may want to use them. Understanding each trigger will give you more ideas to start automation.

Contact is added

This trigger starts automation when a contact is added to your contact list. Contacts can be added manually, entered, or via tracking code.

You can use this trigger to:

• Send "Welcome email"

• Create an onboarding sequence

Tags is added

This trigger starts automation when a tag you specify is applied to a contact. Tags can be used to contacts from their profile page when importing, automation steps, bulk edits, or third-party integration.

Note: If you delete a Tag and then add it back to the contact, that contact will be activated again in that automation.

You can use this trigger to:

• Start a message thread.

• End of another automation

Tags is removed

This trigger starts automation when a tag you specify is removed from a contact.

You can use this trigger to:

• End of another automation.

• Start the next series of messages.

• Adjust a contract or agreement.

Properties change

This trigger starts automation when a contact attribute you specify is updated.

For example, you can start your automation if a field changes to an "any" value or a specific value. You can also begin your automation if an attribute changes from an "any" value or particular value.

You can use this trigger to:

• Send a tracking sequence.

• Inform everyone in your organization that the property has been updated.

• Create an agreement based on that property change.

Website visited

This trigger starts automation when a website is accessed. You can choose a specific website, "any" website, or a group of sites.

This activation requires that you have set up website tracking on your site.

You can use this trigger to:

• Email tracking.

• Adjust contact or deal.

• Apply the interest rate.