Overview
Workflows
Triggers are used to determine who should be enrolled in a Workflow. When a Contact meets the criteria for the trigger you set, they are automatically enrolled in the Workflow. The system then checks each step of the Workflow against the person to determine what should happen to them based on the step's conditions.
Workflows also allow you to search by name or load a Segment. This option is ideal when your focus is on a specific and unchanging group of Contacts, where automatic enrollment in the Workflow is not required. Adding your audience acts as your Trigger in this case.
Rules
When creating a Rule with the type Triggered, you have the same trigger options as you do when creating a Workflow. Triggers are not available for Scheduled rules.
📙 Note: You can have multiple triggers, and they operate independently. This means that a person only needs to meet the criteria of one trigger to be enrolled in the Workflow.
How to Add a Trigger
Triggers should be added as the last step in the creation of a Workflow or Rule. To learn how to add a trigger, use these resources:
Workflows: How to Create a Workflow
Rules: How to Create a Rule
Types of Triggers
Applications
Application Completed: Enroll people when they complete a selected application.
Application Started: Enrolls people when they begin a selected application.
Application Submitted: Enroll people when they submit a selected application.
Payment Submitted: Enroll people when they pay the fee for a selected application.
Recommendation Submitted: Enroll people when a recommendation is submitted for a selected application.
Application triggers have the following options once you have selected the application trigger:
Application: Choose which application the trigger relates to.
Term (optional): Choose the term applicants have chosen that should enroll them.
Major (optional): Choose the major applicants have chosen that should enroll them.
Appointments
Appointment Attended- Enroll people who have attended an appointment
Appointment Canceled- Enroll people who have canceled an appointment
Appointment No-Show- Enroll people who have been marked as no-show to an appointment
Appointment Scheduled- Enroll people who scheduled an appointment
Appointment Updated- Enroll people who updated an appointment
Conversations
Conversation Started- Enroll people who start a conversation
If selected, you can then select the channel:
Any
Email
Messenger
SMS
Phone
Decisions
Decision Checklist Items: Enroll people when their checklist item status (completed, waived, incomplete) is changed
Decision Released: Enroll people when their application decision is released
Decision Stage Changed: Enroll people when their application decision stage changes.
Decision Status Changed: Enroll people when their application decision status changes.
Documents
Document Uploaded: Enroll people when a related document is uploaded or imported (contact must be associated with the document upload)
Events
Event Signup: Enroll the user when they sign up for a specified event.
Each event you create in Events has automated messaging built-in. So, you don't need to create workflows to send messages to attendees. For more information on event messaging, click here.
Forms
Form Submitted: Enroll a person when they submit a form. For example, a request for information form.
Labels
User Label Added: Enroll people when they are tagged with a chosen label.
User Label Removed: Enroll the user when a label is removed.
You can use workflows to automate applying labels to people, which would, in turn, trigger this trigger. For example, you can create a workflow that tags people with “prospect” when they click a link in a student search email.
Users
Joined Segment: Enroll people when they join a calculated segment.
Joined or Left Segment: Enroll people when they join or exit a calculated segment.
Left Segment: Enroll people when they exit a calculated segment.
User Birthday: Enroll people at 5:01 UTC (12:01 AM) on their birthday
User Territory Change: Enroll people when their territory changes