Perform automated actions upon the occurrence of any event or engagement e.g send an email to a person who has just opened a previous email from your side or suppress a contact who has recently marked you as spam.
Menu Navigation: Actions – Triggers
View Triggers
Fields
| Field Name | Description |
|---|---|
| Name | Name of the trigger |
| Status | Active/Inactive. Inactive triggers will not be executed |
| Added on | Date when this trigger was created |
| Actions | Edit: Edit the trigger Delete: Delete the trigger |
Sorting the Triggering Process
You can drag a trigger between triggers to any position. Triggers are processed sequentially and the position of the trigger will decide the execution order.
Add a Trigger
On the triggers page, click on the [+ Add New] button and you’ll be navigated to a wizard where you can define the event criteria and action upon occurrence.
Step 1
Fields
| Field Name | Sub Field | Description | |
|---|---|---|---|
| Status | Active/Inactive. Inactive triggers will not be executed | ||
| Name | Name of the trigger | ||
| Event Criteria | Contact is added to a List | When a contact is added to a contact list *Filters* Added manually: If the contact was added manually by you through the “Add a Contact” page Imported: If the contact was imported by you using the Cherub import page Webform: If the contact was added by webform submission API: If the contact was added via API | |
| Contact is added to a Segment | When a contact is added to a segment Note: The contact is automatically added to a segment upon cron execution when it matches the conditions that you have defined while creating the segment. | ||
| List Type | It appears if the event criteria is based on “contact list submission” Selected Lists: Event happens when the contact is added to one of the selected contact lists Any List: Event happens when the contact is added to any of the contact lists | ||
| Select Lists / Segments | Based on the above selection, you’ll be asked here to select the contact list(s) or segment(s). | ||
Step 2
Fields
| Field | Description | |
|---|---|---|
| When to Execute | Instantly: It performs the action as soon as the event occurs After the Event: It performs the action after the define delay/interval Supported delay: minutes, hours, days, weeks, months, years | |
| Action to Perform | Send a broadcast | Send a broadcast to the contact that meets the event criteria. Additional fields: Broadcast: Select the broadcast from the dropdown that you want the recipient to receive Sending Node: Select the sending node that will be responsible to relay the email Sender Info: Choose the sender info from which the email appears to be sent from Track Opens: Track HTML opening of the email Track Clicks: Track the links that are being clicks |
| Send a notification email to admin | Send a notification to admin by email containing the information of the contact matching event criteria | |
| Start a drip group | Start the series of drips (inside a group) by selecting a drip group | |
| Change contact’s status | Change contact’s status to Active or Inactive | |
| Change contact’s format | Change contact’s format to receive HTML or Text version of the email | |
| Update a custom field value | Update a custom field value of the contact with the new value you put here | |
| Move contact to another list | Select the contact list where you want this contact to be moved upon occurring the event | |
| Copy contact to another list | Select the contact list where you want to make a copy of this contact (including fields) | |
| Remove contact | Delete this contact from the contact list | |
| Add contact to suppression list | Add this contact to the suppression list so it will not receive any more emails from Cherub | |