Automation Triggers

Fundamentally, Womplify is all about Marketing Automation. We provide an array of tools and functions to help you automate all manner of marketing related activities. From acquiring new prospects and gathering data, to automatically engaging leads at all stages of the funnel to increase conversions, decrease churn and do cool stuff.. automation is where the magic happens!

In this article you will learn how to create automation Triggers to act on your site visitors, list subscribers, social followers, customers and more.

Here be dragons and magical things…

Requirements

In order to utilize Triggers, you will need:

  • Some lead, prospect or social data to act on (subscribers/visitors/followers)
  • A desire to do magical things with your marketing

Recommended: the more data you collect about your leads and prospects, the more the system can do with that data. It is highly recommended that you install the Web Tracker on your site to collect data from visitors to your web site.
 

The Basics

Triggers are comprised of three basic components:

  • WHEN: for example, when a page is viewed or when a link is clicked or when an email is sent. Note that there is no specific page/link/email defined here, it is just the type of the event, not the specific condition itself.
  • IF: this is where the condition is defined for the Trigger, the specific page that was viewed or the link that was clicked. For example, if the page is about.html or if a link is clicked by someone in the UK.
  • THEN: this is the action or activity which is triggered. For example, then update the Lead Score or then ping a URL.

 

How to Create a Trigger

To create a new automation Trigger in your Project:

  1. On the left menu, click Automation and then Triggers (see Figure 1).
  2. At the bottom right of the Triggers box, click the Add button. The Triggers creation form pops up.
  3. In the WHEN section, select an Event type from the drop-down list and enter a Name for the Trigger.
  4. In the IF section, select the Condition and then fill in the relevant parameters for that condition.
  5. in the THEN section, select the Activity to perform when the Event and Condition are matched.
  6. Check the Active box to enable this Trigger upon creation
  7. Click Create. Your new Trigger is now active and will act on any matching data.

Note: you can chain multiple conditions and actions in a single Trigger, which means you can create an almost infinite variety of automation triggers – the possibilities are limitless!

Create Automation Trigger

Figure 1. Create Automation Trigger