Before you start creating triggers for your sales outreach, here are a few things you should know. There are 3 components in a trigger -
- Event - Only when this event occurs, a trigger will check for conditions
- Conditions - The trigger will fire action for only those events which satisfy all the set conditions
- Actions - Specifies the actions to be taken on the target, if all the conditions are satisfied.
How are triggers executed?
Triggers are tested and executed in a specific order (from top to bottom). Even the actions of a trigger are tested and executed in a specific order (from top to bottom). You can re-order events and actions inside a trigger by simply dragging and dropping.
How to create triggers?
You can create triggers from the Settings section either by adding a new trigger or creating a clone from existing triggers. To add a new trigger -
- Go to Settings > Triggers
- Click the Add Trigger button in the top right corner
- In the screen that appears, enter the following details
- Name of the trigger
- Trigger owner
- Trigger event
- Trigger target
- If your trigger is based on a specific condition, then you can set those conditions by clicking on Add Condition.
- Select Add Action and add specify the applicable action.
- Once your trigger is all set, click on Save.
Activating and De-activating Triggers
When a new trigger is created, it is de-activated by default. Triggers do not execute or fire unless you activate them. To activate the trigger, click on the toggle against the specific trigger from the list and voila!
