Triggers & Actions

Understand how to use triggers and actions to build powerful automation workflows.

Triggers

Subscriber Activity

  • Email Opens: When a subscriber opens a specific email
  • Link Clicks: When a subscriber clicks a link in an email
  • Form Submissions: When a form is completed
  • Page Views: When a subscriber visits a specific page

Time-Based

  • Specific Date: Trigger on exact dates or anniversaries
  • Time Delay: Wait for a specified duration
  • Recurring: Repeat at regular intervals
  • Time Window: Trigger during specific hours

Custom Events

  • API Triggers: Custom events from your application
  • Integrations: Events from connected services
  • Tag Changes: When subscriber tags are modified
  • Custom Fields: When field values change

Actions

Email Actions

  • Send Email: Send a single email
  • Send Campaign: Start an email campaign
  • Update Content: Modify email content dynamically
  • Personalization: Include custom field data

Subscriber Management

  • Update Fields: Modify subscriber data
  • Add/Remove Tags: Manage subscriber tags
  • Move Subscribers: Change list or segment
  • Update Preferences: Modify subscription settings

Flow Control

  • Conditions: Branch based on criteria
  • Delays: Wait before next action
  • Splits: Create multiple paths
  • Goals: Track conversion points
Pro Tip: Combine multiple triggers and actions to create sophisticated workflows that respond to subscriber behavior.

Setting Up Conditions

  1. Choose Your Condition Type
    • Subscriber data conditions
    • Behavioral conditions
    • Custom field conditions
  2. Set Condition Rules
    • Select comparison operators
    • Define values to compare
    • Add multiple conditions
  3. Configure Paths
    • Define "Yes" path actions
    • Define "No" path actions
    • Set default path

Examples

Welcome Series

  • Trigger: Form submission (new subscriber)
  • Action 1: Send welcome email
  • Delay: Wait 2 days
  • Action 2: Send product introduction

Re-engagement

  • Trigger: No email opens in 30 days
  • Action 1: Send re-engagement email
  • Condition: Check for opens
  • Action 2: Update engagement score