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Creating a New Trigger

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Bytimothy A
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Overview: 

Creating a New Trigger allows users to set up automated actions that occur when specific conditions are met. This enables workflows such as sending emails, updating records, or moving leads through funnels automatically, helping streamline processes and improve efficiency.

Follow these steps to create a new trigger: 

Step 1: On your Dashboard, navigate to the Triggers tab under the Marketing section.
Step 1: On your Dashboard, navigate to the Triggers tab under the Marketing section.

Step 2: You will then be navigated to the Triggers tab.

Step 2: You will then be navigated to the Triggers tab.

Step 3: Click on + New Trigger.

Step 3: Click on + New Trigger.

Step 4: You will then be navigated to the trigger setup section.

Step 4: You will then be navigated to the trigger setup section.

Step 5: The ‘When This Happens’ tab is where you set the condition to trigger the action. Simply select a condition from the dropdown menu and click it.

Step 5: The ‘When This Happens’ tab is where you set the condition to trigger the action. Simply select a condition from the dropdown menu and click it.

Step 6: Next is the ‘Then Do This’ tab. This is where you set up the trigger action once the condition is met.

Step 6: Next is the ‘Then Do This’ tab. This is where you set up the trigger action once the condition is met.

Step 7: You can then choose the action from the dropdown menu. Once selected, click it to apply.

Step 7: You can then choose the action from the dropdown menu. Once selected, click it to apply.

Step 8: You can also add a delay to every action you include in the trigger.

Step 8: You can also add a delay to every action you include in the trigger.

Step 9: Toggle the switch on or off to make your trigger active or inactive.

Step 9: Toggle the switch on or off to make your trigger active or inactive.

Step 10: Once you’re done, click Save to apply the changes.

Step 10: Once you're done, click Save to you apply the changes.

Step 11: A pop-up notification will appear, confirming that the trigger has been successfully saved.

Step 11: A pop-up notification will appear, confirming that the trigger has been successfully saved.

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