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Creating a Trigger in the Gift Cards Section

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Bytimothy A
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Overview: 

Creating a trigger in the gift cards section allows you to automate actions based on specific events, such as sending a gift card when an order is completed or when a customer reaches a milestone. This helps streamline workflows, improve customer engagement, and ensure timely delivery of gift cards.

Follow these steps to create a trigger in the gift cards section:

Step 1: On your Dashboard, navigate to the Gift Cards tab under the Sales section.
Step 1: On your Dashboard, navigate to the Gift Cards tab under the Sales section.

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

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

Step 3: A side panel will open to create a new trigger.

Step 3: A side panel will open to create a new trigger.

Step 4: From here, the trigger will be activated when the custom gift card is applied.

Step 4: From here, the trigger will be activated when the custom gift card is applied.

Step 5: When the trigger is activated, you can choose to add the customer to a pipeline or stage.

Step 5: When the trigger is activated, you can choose to add the customer to a pipeline or stage.

Step 6: Click the + Add Action button to add more actions.

Step 6: Click the + Add Action button to add more actions.

Step 7: A pop-up menu will appear, allowing you to add actions such as send email or SMS reply, apply or remove tags, assign a user, send a webhook, or create notes or tasks. Then, click the Done button to create the trigger.

Step 7: A pop-up menu will appear, allowing you to add actions such as send email or SMS reply, apply or remove tags, assign a user, send a webhook, or create notes or tasks. Then, click the Done button to create the trigger.

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