Triggers EN


A trigger executes an action based on a predefined event on the lead. E.g. Lead receives automatically an e-mail confirmation when it is closed as a “Success”.
Triggers is a versatile tool, and in this article,  we will cover how to create 3 types of triggers.
  • Automatic sending E-mails/SMS 
  • Automatic Cloning of leads 
  • HTTP request

There are actually 2 more Trigger actions that are related to Life Cycle. These are explained in detail in the article "Life Cycle".

Now we will create a new trigger  

First, you need to carefully consider what event should trigger what action.
From the main menu, click Campaigns and then Campaign overview
Now find your campaign that should contain the trigger and click edit
In Edit campaign menu click Triggers and then Add trigger

Automatically send e-mail

Now you need to give you trigger a unique name
In this example, I would like to send a confirmation E-mail automatically to the lead as soon as it is closed by the agent as “Success”
I start by selecting a “Lead release type”. In my example, it will be “Closed leads after Call activity”. Next, I select what type of call activity should trigger the e-mail which in my case will be “User-processed”.
As I selected “User-processed” a new field was revealed. Here I need to select what result the user should use to trigger the confirmation e-mail. In my case, it will be “Success”. 

Optionally, I can use some conditions that need to be filled for the trigger to execute the action. This could, for example, be a checkbox, labelled “Lead accepts e-mails”, that need to be checked for the E-mail to be sent.

Now we can create the action that should be taken when the event takes place. 
If someone in your corporate has created actions before, they will be present in the DropDown menu “Action”. In that case, you can simply select one that suits your needs and edit it. 
In my example, I assume that this is the first time you create a Trigger and the DropDown menu “Action” is empty except the item “Create new action…”. 
I select “Create new action…” and enter a unique “Action name”. Then I click “Send E-mail”. The user interface will now change to the settings necessary for configuring the e-mail. 
In the field  “To”, I would like to enter the lead’s E-mail automatically so I use the standard syntax for merging fields. In my campaign template I have a field in the lead master data named “e-mail”, so I enter “{lead:e-mail}” in that field. 
Then I select what E-mail template I want to use for this e-mail. If this was a campaign where I was booking appointments for my client, I would also put a tick in the box “Attach appointment invitation”. This would automatically attach the ICS-file from the calendar to the e-mail. 
When you are done, click Apply. When you are back on Triggers site, make sure the trigger is Active and then Save

You trigger is now ready to send automatically e-mail to leads closed with status Success.

Clone leads

This example shows you how to clone a lead under certain circumstances is actually exactly the same procedure until you reach the stage when you select Action type. Instead of Send E-mail, you click “Clone lead”. This will change the user interface to accommodate the required fields for the cloning process.
  1. You need to select what campaign the lead should be cloned to.
    ***Important note***
    The Campaign you clone the lead to have to be based on the same Campaign template as the campaign the lead originally came from. Otherwise, there is a risk that the field names won’t match and the cloning will fail!
  2. Select what status the lead should have when it enters the other campaign
  3. Set a clone priority. If you don’t set the priority, all leads will simply be set to priority 10.
  4. Decide if you want to carry the lead log from the original lead to the clone
  5. Select what type of redial the lead should be cloned as
  6. Select what owner the clone should have in the other campaign
  7. Set your duplicate settings according to your preferences.
  8. Enter the time details for the redial type
  9. Click “Save” and you’re done! 

HTTP trigger

You will create this trigger with the same procedure as the other types. 
When you come to Action type, you choose ”make an HTTP-request”
Now you need to pick a method, Post or Get, depending on what you want with the trigger
Then you fill out the following (you will receive this data from your provider:
  • URL template
  • Headers
  • Content template

Click Apply and then Save when you get back to Triggers page
Need more info about  HTTP triggers

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