Triggers in newsletters
A trigger is a condition or event that brings about a certain action. You decide what condition will activate the trigger and what action will follow next.
For example, you want to welcome every customer who has registered on your website. Registration is a trigger event. A welcome email is your reaction to it. You need to set up a newsletter to trigger this mechanism.
In this article, you will learn how to use triggers in marketing.
- Trigger campaign. When setting up a campaign, you can select the condition for launching your newsletter on the “Trigger” tab.
- Automation scenario. Here you need to select the capture condition, i.e. the event after which the profile will get into the script:
Let's see which triggers can be tracked with Altcraft Platform.
The trigger is activated at the moment when an API request comes from external systems (e.g. website, mobile application, CRM). You need to specify in which database to search for profile data.
The customer has added the product to the cart but has left the page before completing the order. An API request is sent from your website - the platform finds the data of this customer and runs a trigger newsletter. The customer receives an email reminder about the abandoned cart.
If you do not specify any channel, the campaign will monitor the subscription status for all channels of the selected resource: Email, SMS, Push. etc. If you do not specify the resource, the campaign will monitor subscription updates for all resources for the selected channel.
Do you want the trigger to be activated by changes to any profile subscription? Do not specify the resource and channel ;)
Next, specify changes to the subscription:
| Option | When the trigger is activated |
|---|---|
| Subscription to a new resource | The profile gets a subscription to some resource that had no subscriptions before. Please note that the trigger will not work if a subscription is added to the resource where the profile already has a subscription, but, for instance, through a different channel or using different contact details. |
| New channel in the resource | The profile gets a subscription to a new channel in the resource. For example, a subscription to SMS or Push is added to that to email newsletters. |
| New contact in the channel | The profile gets a subscription to a resource with contact details (email, phone number) that were not previously in this resource. The first subscription to the channel is also considered a "new contact in the channel". |
| Status changed | The profile subscription status changes. Select from the drop-down menu which subscription status changes. Select from the drop-down menu which subscription status you want to monitor. |
| The first three items are selected | The profile gets a new subscription. |
Someone visited your blog, read the article, and liked it. Not wanting to miss a new article, this person clicked «Subscribe».
In the platform, you have the «Blog» resource for it. At the moment when this person clicks the button, a new subscription to the resource appears in their profile.
A trigger is activated — and the new customer receives an email «Thank you for joining us».
The trigger is activated when a new profile is added to the database via API. Select the database import to which you want to monitor.
The condition is met if the new profile data is added to the database in one of the following ways:
Here you need to select the database import to which you want to monitor.
It is activated when the data is uploaded into the database in any available way. Do not forget to select the database.
Here you need to decide which action and in which channel the subscriber must perform to activate the trigger. Do not forget to select the template to track the action.
This action can be a click in the email or SMS, opening a push notification, or actions in other channels. There are two options for link-related actions:
| Any click | Click on the link |
|---|---|
| The trigger will be activated after the first click on any link in the message in 24 hours. | Specify the link in the «Link name» field. The trigger will capture the first click on the specified link in the last 24 hours. |
The trigger is activated when the specified field takes the necessary value. For example, if the user has changed their email address in their personal account, you can send them a notification email.
Please give your feedback on the product
The user purchases in the online store. The «Purchase» pixel is activated. 24 hours later, the user receives your «Please give your feedback» email.
The trigger can be activated when the relations between profiles change: both direct and reverse. This may involve the appearance of relations, changes to it, and its deletion. Besides, the relation property may reach the value set in the trigger.
The trigger will be activated if the profile enters the specified static segment or exits it.
The trigger is activated if the profile data was uploaded to the database after filling in the form. Select which form the customer should fill out and which database they should get into.
You decide to host a webinar and post a form to collect applications on the website. The user fills out the form. Their data is immediately added to the «B2C clients» database and they get a subscription to the «Applications for participation in the webinar» resource.
The condition is met if the profile fills out the form. Select the form and database:
Subscribing to a newsletter, clicking the links in emails, filling out forms on the website, adding products to the cart — all these are triggers that should be monitored. The customer performs some action and you react immediately. Isn't it a marketer's dream?