Automations are made up from two key components - Triggers and Steps, with added options such as actions, conditions, goals, notifications and more. Automation Triggers dictate how contacts enter the Automation. Common choices are;
- When a contact joins a Group or a Segment
- When a contact subscribes via a signup form
- When a contact clicks a link in an email
Automations can also be triggered by Site Tracking activity and events from integrated services. For example, you could automatically start a workflow when a new Sales Opportunity is created in Capsule. To make setup easier, triggers are organised into eight categories:
| Category | Description |
|---|---|
| Groups and Segments | For when a contact joins a Group or joins/leaves a Segment |
| Date Triggers | For when a date comes around, either as an anniversary or an exact date |
| Email Activity | When something happens around an email active e.g. they've been sent an email, the open an email or click a link etc. |
| Site Tracking | When a contact visits a page on your website |
| Form Activity | When a contact signs up from a form |
| List Cleaning | When a contact fails a list clean |
| Integrations | When something happens in an integration that supports Automation triggers |
| Other | When a contact is sent to this Automation from another Automation |
Using Multiple Triggers in Automations
Multiple triggers let you set more than one condition for starting the same automation. This is useful when contacts can enter the automation from different inputs or actions, but should still follow the same workflow afterwards.
Using multiple triggers helps reduce duplicate work by allowing you to manage similar automation paths in one place, instead of creating separate versions of the same automation for each trigger condition.