Introduction
In this article, we will discuss Managing Triggers.
The Triggers Settings page is found in the Tools and Settings icon > Settings tab > Manage Automation sub-tab.
Automation Triggers Grid
On this page, you will find all created triggers currently available for the program, if any.
- Edit Permission - Locking the ‘Edit Permission' prevents any user class below you from editing the broadcast content. If unlocked, all user classes can edit the content.
- Delete Permission - Locking the ‘Delete Permission' prevents any user class below you from deleting the broadcast. If unlocked, all user classes can delete the broadcast.
To perform bulk actions, choose the checkbox at the very top, and you choose to edit lock, or unlock. If you have the given permissions, choose to delete lock, delete unlock, activate, deactivate, or delete a given trigger.
If you want to edit the trigger, click the hotlink or on the action tab by clicking edit. Additionally, you may copy or delete the campaign if permission is given. You may also view the broadcast attached to the trigger by clicking the magnifier.
Creating New Record
To create a new trigger, click on the new record tab.
Trigger Details
On this page, you will see an array of primarily self-explanatory options. Start by giving the trigger a name and choose the sender profile. Typically, the location default will be preferred. You can attach the trigger to a member list or a given segment, meaning the trigger will only be active and filter members in the given list or segment. Additionally, you can choose to activate the trigger based on the member's location. There is immense power with the trigger features, allowing you to have complete custom automation marketing control over your program. 
- Name this Trigger - Such as birthday discount trigger. (The name is for your reference only)
- Sender Profile - Which person or company should be shown in the From Name field for this email?
- Member List Filter - To trigger by member list, select the lists here.
- Segment Filter - To trigger by segment, select the segments here.
- Member Location Filter - To trigger by member location, select the locations here.
Trigger Type
Choose the trigger type.
A popular trigger is our inactivity trigger. The inactivity trigger has immense power. You can choose an inactivity day, i.e., 30 days and a campaign to send if the rule is reached. Choose to repeat the inactivity trigger, i.e., every three weeks and a maximum number of times three times, for example. If after the first send and three repeat sends, if there are no transactions, the inactivity triggers will stop sending.
- Tier 1 Inactivity Trigger - Send an inactivity trigger workflow to bring back at risk & lost customers.
- Campaign Rotation - If more than one campaign is selected, they randomly rotate each time the trigger sends. Analyze trigger stats to determine the best performing campaign & remove the low-performing campaigns.
- Repeat Last Trigger - If you wish to repeat the last inactivity trigger, choose how often to send & how many times.
Permissions
You can also limit the number of inactive offers of redemption.
- Stop Sending Inactivity Trigger Campaigns - Inactivity trigger campaigns stop sending after the specified number of inactivity offers are redeemed. The rule applies when a member redeems an inactivity offer & makes a single check-in or transaction, and does not make follow-up transactions. For example, suppose the Stop Sending rule is in place, i.e., 3. In this instance, the member can redeem 3 inactivity offers with a single check-in or transaction before the trigger campaigns stop sending. The member count will reset once a transaction/check-in occurs without an inactivity offer. Once this occurs, they will begin to receive offers of inactivity.
- Tier 2 Inactivity Triggers - Once reaching the “Stop Sending., rule, a member is moved to Tier 2 inactivity triggers. Once a transaction occurs without an inactivity offer, they move back to Tier 1 inactivity triggers. Tier 1 triggers allow you to send inactivity offers and tier 2 triggers are designed to only send broadcasts without offers.
- Repeat Last Trigger - If you wish to repeat the last inactivity trigger, choose how often to send & how many times.
When sending triggers, you may send multiple trigger campaigns based on the day of sending. In the image below, the platform will rotate one of the campaigns every 30 days an inactivity offer is reached. For instance, if 4 broadcasts are selected, the trigger will continue to rotate these campaigns to find the best performing inactivity campaign. This does not keep track of broadcasts sent at the member level but the program level. For instance, if 10 members have all reached 30 days of inactivity, the first member will receive a notification for the $7 FREE Play, the second for the $5 Discount, the third for the $5 Free Play, and so forth. This allows you to view the broadcast trigger statistics and see which campaign is performing the best, allowing you to eliminate the campaigns that do not perform well.
You can limit the number of inactivity offers and put time restrictions preventing the trigger from sending during specific hours of the day. For instance, during evening hours while members are sleeping. Depending on your user permissions, you can activate/deactivate the trigger, allow system users to edit/delete, and make the trigger business private. The trigger differentiates from the autoresponders as triggers are based on actions, and autoresponders are based on the amount of time a member is on your contact list.
NOTE:
- Time Restrictions - By default, date triggers send at 12AM. If using multiple locations, the time restrictions use the primary location Time Zone.
- System Users Can Delete - If checked any user below your user role can delete. If unchecked, it cannot be deleted by any user role below you.
- System Users Can Edit - If checked any user below your user role can edit. If unchecked, it cannot be edited by any user role below you.
- Business Private - Enabling Business Private hides the triggers & statistics from users with lower permissions. The setting is used with businesses that privatize content from locations.
If you have any questions, please create a ticket, and one of our support reps will contact you shortly. Thank you.