What You’ll Learn

  • How triggers add people to workflows
  • The types of triggers you can choose from

Triggers are how you tell a workflow who should be enrolled in a workflow. When a person meets the criteria for the trigger (or triggers) you set for a workflow, they enter the workflow. Then, at each step of the workflow, the system “checks” the step against the person to determine what should happen to them based on things like the step’s conditions.

Keep in mind:

  • You can have multiple triggers, and they operate independently. So a person only needs to meet the criteria of a single trigger to be enrolled in the workflow.

Let's take a look at the types of triggers that are available.

User Triggers

User triggers generally relate to something a person has done or something that has changed with a segment they’re associated with. (Segments are groupings of people based on things like location, academic interest, etc.)

Once you select the trigger you will be prompted to provide a value for the trigger you have chosen. For example, if you select Form Submitted, you’ll indicate the form, e.g. Request Information.bdsg

Field Submitted

Use this option to have a person enter a workflow when they fill out a specific field in a form they submit to you. For example, you may have a field that only international students fill in. You can select that field to trigger an email requesting additional information or giving tips and resources to international applicants.

Form Submitted

Enrolls a person when they submit a form. For example, a request for information form.

Joined Segment

If you’ve created segments, you can use this trigger to enroll people if they join a particular segment.

Left Segment

Similar to joined segment, use this to enroll people when they leave a segment.

Label Triggers

These triggers enroll people when labels are applied to or removed from their profile/account. Labels are tags like “prospect,” “applicant.” After you select the label type, you’ll be able to choose the specific label.

User Label Added

Enrolls people when they are tagged with a chosen label.

Tip: You can actually 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.

User Label Removed

Enrolls the user when a label is removed.

Application Triggers

Application triggers enroll people when they take certain actions related to their applications. Once you select the trigger, you’ll enter details about the application (see the screenshot below the trigger descriptions).

Application Completed

Enrolls people when they complete a selected application.

Application Started

Enrolls people when they begin a selected application.

Application Submitted

Enrolls people when they submit a selected application.

Payment Submitted

Enrolls people when they pay the fee for a selected application.

Recommendation Submitted

Enrolls people when a recommendation is submitted for a selected application.

Adding Detail to Your Application Trigger

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.

Event Triggers

These triggers relate to events in the Event451 module. After you select the event trigger type, you’ll be able to indicate the specific event the workflow relates to.

Event Signup

Enrolls the user when they sign up for a specified event.

Keep in mind:

  • Event451 has built in workflows that automate message sending. So you won't need to set up that part!

Related

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