Working With Automation Series: What Kind of Triggers Can I Use for My Automation?

Last Updated: Oct 26 2017 11:39 am UTC

There are five types of triggers available in our platform — Subscribed to a list or segment, Specific date occurs, List field updated, Campaign was opened, clicked or sent, previous Automation series have ended.

In this article, we will look more closely at each of these triggers.

Subscribed to a list or segment

This trigger type can be used to start automation series when people subscribe to receive newsletters, or they are added to the list manually, like uploaded. As soon as a user is added to the list emails will start sending.

This trigger can also be used when a user is added to the segment. For example, if there is a segment based on a gender then as soon as gender is added, let's say, women, then automation series begin to send.

List field updated

When a value of a field in the list changes then automation series begin to send. You can set up for a field to change to a different value based on your user behavior, for example, when a user purchases something or subscribers, adds some kind of additional info about himself. The possibilities are endless.

Specific date occurs (coming soon)

You can use this trigger type to send emails when a specific date occurs, for example, birthdays, license renewals, insurance renewals, etc.

For this automation series to work you need to have a field in your list with field type “date“.

Campaign was opened, clicked or sent

You can set up automation series to start when a specific campaign has been sent, opened or any or specific link has been clicked.

Automation series have ended

When creating an automation series you can add “Endpoint“ block yourself or system will add it for you when automation series are activated. That will indicate that automation series are completed and users have finished automation series.

When a user finishes one automation series you can set up that a user automatically enrolls in new automation series. For example, you can use this trigger to send education emails about products you have, or different offers, etc.


Was this article helpful?
What can we do to improve articles like this?

© 2019 Sendserver. All rights reserved.