Workflow Triggers

Whenever an opportunity transitions to a new stage within a pipeline, the Pipeline Stage Change workflow trigger is activated. This trigger is responsive to the movement of the opportunity card across various stages, ensuring the workflow initiates at every phase. To begin, click the "Add New Workflow Trigger" button and select "Pipeline Stage Change." Comprehensive Filtering Options To refine your trigger, additional filters can be applied. Simply click "Add Filters" and make your selection. Assigned To The "Assign To" filter enables the triggering of a workflow when a contact is assigned to a particular user. Choose the relevant team member from the dropdown menu under the "Assigned To" filter. Tagged Opportunities The "Has Tag" filter triggers workflows based on specific tags attached to opportunity cards. For example, if an opportunity card with a "Member-exclusive reward" tag advances to a new stage, the workflow will be initiated. Lead Value Set a specific lead value and determine the operator to fine-tune the workflow. Specific Pipelines The "In Pipeline" filter allows for more precise automation by triggering workflows when an opportunity card transitions within a specified pipeline. Targeted Pipeline Stages To further narrow down criteria, the "Pipeline Stage" filter can be utilized. This filter targets a particular stage in the pipeline to trigger a workflow when an opportunity card reaches that stage. For instance, if the "Won Deal" stage is selected within the LinkedIn Prospecting pipeline, the workflow will only activate when an opportunity card reaches that specific stage. Opportunity Status Select the desired status—abandoned, lost, or open—to trigger the workflow based on the status filter.

Leveraging the "Page Visit" trigger within workflows can revolutionize how you interact with your customers. By automating responses when specific pages are visited, you can offer timely, tailored engagements. This approach not only enhances how you monitor customer engagement but also helps you identify your most engaged audience, paving the way for more effective marketing campaigns. Setting Filters After selecting the trigger, the next step involves setting up filters, starting with the relevant Funnel or Website. These filters will determine when the workflow is triggered, based on the contact's visit to a specific funnel or website that you've selected. You also have the option to narrow down the trigger by specifying a particular page or URL. This allows your automation to activate only when a contact visits a particular page. For more precise targeting, you can further refine your filters by using UTM Parameters. Important Reminder ? Note: The "Page Visited Trigger" is only activated if the customer's details are available on the page. This ensures that the workflow automation is based on accurate customer information and engagement metrics. With these steps, you're ready to create workflows that respond to client activity on your funnels or websites!

The "Order Completion" trigger initiates workflows and automates actions whenever an order in your Shopify store has been completed. This trigger allows you to set up notifications to inform customers that their order has been completed or to send internal alerts to your team. To enable this trigger, click on "Add New Workflow Trigger," choose "Order Completion," and refine the trigger with additional filters by selecting "Add Filters." Filtering Options Total Cart Value The "Total Cart Value" filter enables users to apply specific criteria based on the total amount in the cart. For instance, you might set a filter to activate when the cart value exceeds $500. The CRM system uses specific symbols to interpret these criteria: != : "not equal to" < : "less than" <= : "less than or equal to" == : "equal to" > : "greater than" >= : "greater than or equal to" is empty is not empty

This trigger is designed for initiating a set of actions whenever a customer completes a purchase on your Shopify store. It allows you to automate internal processes, such as notifying team members when a new order is placed. To set up this trigger, you can start by selecting Add New Workflow Trigger. From there, choose the Order Submission option, and then you can further refine it by clicking on Add Filters to customize the trigger according to your needs. Filters Cart Value The Cart Value filter lets users define specific conditions related to the total value of the shopping cart. For instance, if you want the trigger to activate when the cart value exceeds $500, you can set this condition. The CRM provides various comparison operators for tailoring these conditions, including: Not equal to Less than Less than or equal to Equal to Greater than Greater than or equal to Is empty Is not empty This framework empowers users to automate specific actions based on the details of the order, ensuring smooth and efficient processing.

The Order Submission trigger is an advanced feature designed to help businesses enhance their sales strategy by offering additional products to customers after they have placed an order. This trigger is compatible with both one-step and two-step order forms, providing businesses with the flexibility to tailor their upsell offers based on the specific order form used or the particular products purchased. This trigger activates twice: first when the order form is initially submitted, and again when an upsell purchase is made. During each activation, it captures the details of the products involved. For example, if a customer buys Products A and B on the initial order form and then adds Product C during an upsell, the trigger will execute twice—once for the purchase of Products A and B, and again for Product C. Important: Ensure that the 'Allow Multiple' setting is enabled in the Workflow Settings if you want the trigger to activate for an upsell immediately after it has already activated for a primary product purchase. Avoid incorporating 'Wait' steps in this workflow, unless you do not intend to offer upsells or bumps for the same product. For instance, if a 'Wait' step is included following the purchase of a primary product, and the customer subsequently purchases an upsell while still within the workflow, the upsell purchase will not trigger the workflow a second time. Differences Between Order Submission and Order Form Submission Triggers Here are the key distinctions between the Order Submission trigger and the Order Form Submission trigger: The Order Submission trigger only activates once per checkout session, even if multiple products are purchased. It sends a single checkout object with the order information upon form submission. You can filter the Order Submission trigger based on global product/price directly, a feature not available in the Order Form Submission trigger. The Order Submission trigger allows you to use order-related custom values in the workflow, including details about customers, orders, coupons, and payment gateways. These custom values will only be accessible in the workflow if the Order Submission trigger is part of the workflow’s steps. You can apply conditions related to order or product details within the "If" branches to direct the workflow based on cart value, purchased products, or the sales funnel. Filters and Customizations 1. Global Product: This filter allows you to trigger the workflow based on specific global products or prices. Choose between 'Is' or 'Is not' and select the desired product from the dropdown menu. 2. Order Source: Specify the source of the order for the workflow. Choose between 'Is' or 'Is not' and select the appropriate order source from the dropdown. 3. Funnel/Website: The "Funnel/Website" filter restricts the workflow trigger to specific funnels or websites. Select 'Is' or 'Is not' and then choose the funnel or website from the dropdown menu. 4. Page Is: Use the "Page Is" filter when you want a particular page within your funnel or website to trigger the workflow upon submission. Choose 'Is' or 'Is not' and select the desired page from the dropdown menu. For example, selecting the "Registration Form" page within the "Registration Form" funnel will ensure the workflow is triggered only when this specific page is completed. 5. Product Is: The "Product Is" filter allows you to trigger the workflow based on the selection of a specific product within your funnel or website. Select 'Is' or 'Is not' and then choose the desired product from the dropdown menu. For instance, selecting the "Black Friday" product within the "Registration Form" page will trigger the workflow only when this particular product is chosen. 6. Product Price: This filter allows you to select the price point of the product that will trigger the workflow. This is useful when a product has multiple pricing options. Choose 'Is' or 'Is not' and select the price from the dropdown menu. For example, if a product has both a regular and a promotional price, select the price that should activate the workflow. 7. Submission Type: The Submission Type filter offers three options to customize workflow triggers based on the type of purchase: Primary: Triggers the workflow when a primary product is purchased during checkout. Bump: Triggers the workflow only when a bump product is purchased. It does not trigger if no bump product is included. Upsell: Triggers the workflow only for upsell purchases. If set to upsell, it will not trigger on the submission of the primary or bump product.

The "Order Form Activation" event is initiated exclusively when a customer completes an order form through a specific Funnel or website, based on the submission type, such as Bump, Optin, Sale, or Upsell. An "Order Form" is a digital form integrated into your website or funnel to facilitate the checkout process for a product or service. Filter Options Within Funnel/Website The "Within Funnel/Website" filter allows users to select a particular funnel or website where the workflow should be triggered upon form submission. By applying this filter, the workflow will only activate when a form is submitted through the chosen funnel or website. Specific Page Trigger  The "Specific Page Trigger" filter is used to set the workflow to activate only when a customer completes a form on a designated page within your funnel or website. For instance, selecting the "Registration Form" page in the "Registration Form" funnel will trigger the workflow exclusively when a customer submits the form on that specific page. Product-Specific Trigger  The "Product-Specific Trigger" filter activates the workflow when a customer selects a particular product within your funnel or website. For example, choosing the "Black Friday" product on the "Registration Form" page will trigger the workflow only when that specific product is selected by a customer. Submission Type  The "Submission Type" filter identifies the action taken by the customer during the checkout process, categorized into four types: Optin: This occurs when a customer enters their contact details on your website but does not complete the purchase, similar to an abandoned cart. Sale: The primary submission type, occurring when a customer completes the order by providing their contact information and purchasing the product. Ideal for initiating a post-purchase follow-up, such as sending a "thank you" message. Upsell: An additional offer provided to the customer upon purchasing a particular product or service. Bump: Another type of add-on offer provided to the customer during the purchase of a product or service. This workflow is triggered based on the selected funnel or website and the specific submission type. For example, to trigger the workflow only when a "Sale" submission is made within the "Registration Form" funnel.

The "Removing Access to an Offer" trigger initiates a process that revokes a customer's access to a specific promotion or deal. To set up this trigger, users should click on the "Add New Workflow Trigger" button, then select the "Removing Access to an Offer" option from the list. This feature allows businesses to efficiently manage which customers can access certain offers, ensuring that only those who meet specific criteria can benefit, while keeping the process firmly under control.   Customizing the Trigger Further refinement is possible by applying filters. Start by selecting "Offer" from the dropdown menu and then choose the relevant offer from the secondary dropdown list. Once all necessary filters have been set, click the green "Save Trigger" button located at the bottom right to activate it. By automating the process of withdrawing access to offers, businesses can enhance customer satisfaction and streamline their operations.

In marketing, reaching a vast audience with minimal cost is crucial. Ensuring that the phone numbers in your database are valid and reachable by SMS enhances the efficiency of your campaigns. By identifying numbers that are invalid or incapable of receiving SMS, you can make informed decisions on the next steps, ultimately maximizing your return on investment. Initiating the Workflow Trigger To automate responses to number validation errors, start by setting up a workflow trigger: Access the Workflow Triggers Section: Begin by navigating to the triggers area in your workflow settings. Locate the Number Validation Option: Type "Number" in the search bar to find and select the Number Validation trigger. Choose Error Types: You can either trigger the workflow for any validation error or apply filters to focus on specific errors like "Not Valid" for invalid numbers or "SMS Incapable" for landlines. Name Your Trigger: Give your trigger a clear name that reflects the error type, such as "Invalid Number" or "Landline Detected," for easy identification. Adding and Customizing Multiple Triggers You can enhance your workflow by adding multiple triggers to handle different error types separately: Create Separate Triggers: For example, set up one trigger for "Invalid Number" errors and another for "Landline Detected" errors. Targeted Actions: This approach allows you to execute specific actions tailored to the error type encountered. Utilizing Conditional Actions Refine your workflow further with conditional actions like If-Else statements: Splitting Actions Based on Error Type: For instance, if a number is marked as "Invalid," you might direct your team to reach out via email instead. If the number is "SMS Incapable," the workflow could suggest calling the contact, considering it might still be a working landline. Practical Applications and Best Practices Team Alerts: Automate notifications to your team, informing them of the error and recommending alternative contact methods. CRM Maintenance: Automating responses to validation errors helps maintain the integrity of your CRM by preventing repeated attempts to contact unreachable numbers. Troubleshooting and Frequently Asked Questions Workflow Setup Issues: If you run into difficulties while setting up the workflow, ensure that you've applied the filters correctly and named your triggers appropriately. Reviewing the error messages can help identify where adjustments are needed. Customizing Actions: Yes, you can customize actions for different error types using If-Else actions, allowing for a tailored response to each validation error.

Imagine you’ve updated a contact’s details—this trigger will activate to ensure the contact’s information is synchronized and that any changes are logged. After choosing a trigger, you can dive into the workflow's setup. In this case, select the "Note Modification" trigger found within the Contact category. Applying Filters Excludes Specific Tag When you choose the "Excludes Specific Tag" filter, the workflow will trigger only when a note is modified for a contact who does not have the designated tag specified in the filter section. Includes Specific Tag Conversely, by selecting the "Includes Specific Tag" filter, the workflow will trigger when a note is added to a contact with the specific tag you set.

The Note Addition trigger initiates a workflow whenever a note is attached to a contact's profile. To get started, select 'Add New Workflow Trigger' and then pick 'Note Addition' from the 'Choose a Workflow Trigger' dropdown. This feature allows you to automate specific tasks or responses when new notes are added, helping your team stay updated on critical information and fostering better communication and collaboration in customer relationship management. It's essential to set up both a workflow trigger and an action to PUBLISH workflows. If either is missing, the workflow can only be saved but not published.  Filter Options Lacks a Tag: When you select the "Lacks a Tag" filter, this workflow will be triggered exclusively when you add notes to a contact that does not have the tag specified in the filter. Has a Tag: Choosing the "Has a Tag" filter will ensure the workflow triggers only when a note is added to a contact who has the designated tag.

The New Membership Enrollment trigger is designed to activate your workflow when a customer or prospect signs up for a membership. To configure this, select the "Add New" option under Workflow Trigger and choose New Membership Enrollment from the list. This trigger allows you to efficiently manage new member enrollments, streamline the onboarding process, and ensure a smooth and welcoming experience for both your organization and the new members. Filter Options Membership Offer To refine your trigger, click on Add Filters and then select Offer. A drop-down menu will let you choose the specific membership type. After setting your desired filters, click the green Save Trigger button located in the bottom right corner to finalize your setup.

When creating workflows and setting up triggers, you'll encounter a section labeled Membership. This section contains various triggers, such as category completion, new membership sign-up, offer access granted or removed, product access granted or removed, product completion, and user login. Category Completion The Category Completion trigger becomes active when a collection of products, known as a category, has been fully utilized or completed. This trigger automates actions or notifications based on the status of these product groups, ensuring your team is aware of the progress and completion of various inventory items.  New Membership Signup The New Membership Signup trigger is activated when a new member registers for a membership. This trigger facilitates automated responses or actions immediately upon a new sign-up, helping your team quickly engage with and welcome the new member. Offer Access Granted When a customer gains access to a specific offer, the Offer Access Granted trigger comes into play, launching the corresponding workflow. This trigger allows you to automate responses or actions related to offer access, keeping your team informed about customers who receive special promotions or exclusive content.   Offer Access Revoked Conversely, the Offer Access Revoked trigger is set off when a customer's access to an offer is rescinded. This trigger enables automated actions or responses related to the withdrawal of access, ensuring your team is updated about any changes in customer eligibility for offers or exclusive content. Product Access Granted The Product Access Granted trigger is initiated when a customer is granted access to a specific product, thus starting the related workflow. This trigger automates actions or notifications regarding the granting of product access, ensuring your team is kept informed about which customers have access to particular products or services. Product Access Revoked On the other hand, the Product Access Revoked trigger kicks in when a customer's access to a product is removed. This trigger automates actions or notifications related to the removal of access, helping your team stay informed about any changes in customer access to products or services.  Product Completion The Product Completion trigger activates when a customer finishes using a product, initiating the designated workflow. This trigger helps automate actions or responses related to product completion, keeping your team updated on which customers have fully utilized or completed certain products or services.     User Login The User Login trigger is triggered when a user logs into their membership account. This trigger automates actions or notifications related to user login activity, ensuring your team is aware of member interactions and engagement on your platform.

Introduction The introduction of task completion triggers in our CRM represents a significant leap forward in automation. This feature empowers supervisors and team leaders to efficiently monitor task completion without the need for manual oversight, ensuring that progress is tracked seamlessly. Functionality Overview Task completion triggers automatically activate a pre-configured workflow whenever a task is marked as complete in the CRM. This could involve sending alerts to relevant supervisors, updating pertinent records, or triggering subsequent tasks. By automating these processes, the need for manual follow-ups is significantly diminished, thereby enhancing operational efficiency. Steps to Implement Task Completion Triggers Creating and Assigning a Task Task Creation: Start by setting up a new task in the CRM. For instance, you might create a task called "Verify Contact Information in CRM" to ensure the accuracy of contact records. Task Assignment: Assign the task to a designated team member and set a deadline to ensure it is completed on time. Developing a Task Completion Workflow New Workflow Setup: Begin by establishing a new workflow in the CRM, dedicated to monitoring task completion. Integrate a Task Completion Trigger: Within this workflow, add the "Task Completed" trigger, which will automatically initiate the workflow once the task is completed.   Set Up Notifications: Define the specific actions that should occur when the trigger is activated. For example, you might configure an internal notification to alert a supervisor when the task is finished.   Real-World Applications Enhanced Communication: Automatically update contact records with the latest information, ensuring all communication channels reflect accurate and up-to-date details. Automated Supervisor Alerts: Streamline the notification process for supervisors or team leaders when tasks are completed, reducing the need for manual status checks. Troubleshooting Common Issues Workflow Trigger Not Activating: Double-check that the task is correctly linked to the workflow and that all trigger conditions are properly configured. Notification Delivery Issues: Ensure that the notification settings, including the recipient details and message content, are correctly established within the workflow. Frequently Asked Questions Can task completion triggers be assigned to specific team members? Absolutely, triggers can be configured to respond to tasks completed by particular team members by using the appropriate filters.

The Invoice Automation feature allows users to streamline their payment and invoicing processes by automating workflows based on specific invoice-related criteria. To set up this automation, start by selecting the Add New Workflow Trigger button and choose the Invoice option from the list. This automation enables businesses to optimize the tracking and management of their financial transactions, leading to enhanced accuracy, timely payments, and overall improved financial operations. Filtering Options Once the trigger is selected, an initial filter titled Invoice Status will appear, providing a dropdown menu with options to select Sent or Paid statuses. For more advanced customization, users can add extra filters like Has Tag or other custom fields by using the Add Filters button. When using the Has Tag filter, it's necessary to specify the exact tag that will activate the workflow.

When a form is submitted, the corresponding workflow is triggered. This functionality is exclusive to forms created within your CRM system. To initiate the process, select the "Add New Workflow Trigger" option and choose "Form Submitted" from the available triggers. To enable the workflow to be published, it's crucial to define both a trigger and an associated action. Without these, the workflow will only be saved and cannot be published. Adding Filters for Specific Forms To apply filters to your workflow based on a particular form, click on "Add Filters" and choose "Form Is" from the dropdown menu. From there, you can select the specific form you'd like to use as the trigger for your workflow. This feature is particularly useful for automating responses, such as sending SMS or email notifications to customers, or alerting team members when a form requiring follow-up is completed.

When a Facebook lead form is submitted, you can initiate your workflow using this trigger. For those utilizing Facebook lead form ads who haven't yet aligned their fields, head to the Integrations section found under Settings in your CRM. There, navigate to Facebook Form Fields Mapping. This step ensures that all the data collected through your Facebook lead forms seamlessly integrates into your CRM system. To begin setting up your workflow, click on Add New Workflow Trigger and choose Facebook Form Submitted. Filter Settings Form Selection If you prefer to have a specific lead form activate your workflow, you can easily configure this by clicking Add Filter and selecting Form Is from the dropdown menu. Then, choose the desired Facebook lead form that should trigger the workflow. 

Email Event triggers activate automatically in response to specific email-related actions, such as an email being opened, clicked, or otherwise interacted with, either throughout the entire system or within a designated workflow. These triggers notify businesses when customers engage with their emails, allowing them to enhance their email marketing strategies and boost customer engagement. To successfully publish workflows, both a trigger and an action must be defined. Without setting up both, the workflow can only be saved and not published. Event Filters When configuring an Email Event trigger, the Event filter allows users to specify which type of email interaction will trigger the event. Options include: Email was Bounced Email was Clicked Email was Reported as Spam (the contact flagged the email as spam) Email was Opened Contact Unsubscribed (Do Not Disturb or DND) This filter is useful for managing workflows by either moving contacts into more targeted workflows based on their email behavior or removing them from all workflows if they bounce, spam, or unsubscribe, which helps protect your email sender reputation. Workflow Filters The In Workflow filter provides the ability to select and search for a specific workflow when setting up a trigger. By using the dropdown menu or search bar, users can quickly identify and choose the workflow relevant to their needs. This feature aids businesses in refining their processes by automating tasks based on particular events within selected workflows.

The "Customer Response Trigger" is an advanced workflow tool designed to activate when a customer sends an incoming message. This versatile trigger allows for complex automation by incorporating various filters and variables. You can use this trigger to create workflows that initiate specific actions based on customer replies, whether they come from SMS, email, or another communication channel. Implement Filters Phrase Containment To refine the trigger to only respond when a customer uses a particular phrase, you can use the "Phrase Containment" filter. The workflow will activate if the incoming message includes this specific phrase, even if other words are present. Example: You might use the phrase "Yes, please" to automatically trigger a workflow when confirming if a customer wants a particular discount. Tag Exclusion With the "Tag Exclusion" filter, you can set the workflow to trigger only when a customer does not have a specific tag associated with their contact information, such as "20% discount voucher." Exact Phrase Match The "Exact Phrase Match" filter ensures that the workflow is only triggered if the customer's reply exactly matches a specific word or phrase. Example: If "Yes" is set as the exact phrase, the workflow will not activate if the customer types anything other than "Yes." Tag Inclusion By using the "Tag Inclusion" filter, the workflow can be set to trigger only when a specific tag is associated with the contact’s record in the CRM. Intent Analysis The "Intent Analysis" filter leverages Google's Dialog Flow automation to interpret the sentiment of the customer's response as either positive or negative. This helps in determining the appropriate automated action based on the nature of the reply. Example: If a customer replies with "Sure, but I have a meeting in an hour, so make it quick," the system will interpret it as a positive response due to the word "Sure." Workflow Response Filter This filter allows you to trigger the workflow based on a reply to a specific workflow message. Example: If you send out a message and expect a reply, this filter will ensure the workflow is triggered based on the response. Response Channel The "Response Channel" filter activates the workflow only when a reply is received through a designated communication channel. Example: If a customer responds to your SMS campaign, this filter will trigger the associated workflow.

The Personalized Date Alert trigger activates your workflow on a predetermined date you’ve specified. This feature is ideal for setting up reminders for account reviews or upcoming meetings and events. To get started, select "Add New Workflow Trigger" and choose "Personalized Date Alert" from the dropdown menu under Workflow Trigger Options. Remember to apply a filter using the Custom Date Field, as the trigger will only activate if a date has already been entered into your CRM, such as for account reviews. Applying Filters Custom Date Field By clicking on this filter, you can select the "Custom Date Field" in your CRM. You'll then be asked to specify how many days before or after this date you’d like the workflow to be triggered. Post-Date Interval The Post-Date Interval filter allows you to trigger a reminder after a certain number of days have passed since a customer’s review. This filter can also be used to send messages days after a customer’s birthday. Simply enter the number of days after the date you want the reminder to occur. Pre-Date Interval Using the Pre-Date Interval filter, you can send a notification a few days before a customer’s or team member’s birthday. For example, if a birthday is on August 3rd, you can set the reminder for August 2nd. This will trigger a notification on the 2nd, followed by a "Birthday SMS" the next day using the "Wait" action. Exact Day The Exact Day filter allows you to send a message on the specific date of a customer’s birthday, triggering the workflow on that exact date. Specific Month With the Specific Month filter, you can send birthday SMS messages to customers or team members once a month. Select the birth month and schedule a bulk message to all the celebrants for that month on a chosen day. Assigned Tag Choose a tag from the CRM, and when this tag is associated with a contact’s workflow, the workflow will only be triggered based on that particular tag.

The Contact Tag workflow initiates whenever a tag is either added to or removed from a contact within the CRM system. Tags are instrumental in efficiently categorizing customer details and identifying which clients require follow-up actions. This feature also enables seamless transitions of customers between lists or steps based on specific activities or actions related to them. To start the configuration, click on "Add New Workflow Trigger" and choose "Contact Tag" from the available options in the "Choose a Workflow Trigger" dropdown menu. Adding Filters Tag Added To set the workflow in motion when a tag is added to a contact, click on the filters dropdown menu and choose "Tag Added." Then, select the specific tag you want to act as the trigger. For example, when a "Member-exclusive rewards" tag is assigned to a contact, the workflow is automatically triggered to execute the next step, such as sending a "Thank you" SMS. Tag Removed Similarly, you can initiate a workflow when a tag is removed from a contact. To do this, select "Tag Removed" from the filters dropdown and choose the relevant tag. For instance, if a tag linked to a mailing list is removed, you can send a follow-up message to confirm if they intended to unsubscribe, such as: “Hey John! We noticed your request to unsubscribe from our weekly updates. Your request has been processed! If you wish to re-subscribe, click on the link below.”

The Contact Engagement Score assigns a numerical value reflecting the interaction level of a contact with your business. A higher score indicates strong engagement and responsiveness to your campaigns, while a lower score suggests less activity. The Contact Engagement Score Trigger allows you to segment your contacts based on this score, enabling targeted marketing efforts toward those who need it most. This trigger in the contact management section initiates your workflow whenever a contact's engagement score changes. By applying specific filters, you can configure the trigger to activate on precise score values. The available parameters include: Equal to a score: Adds contacts whose score either reaches or drops to the specified number. Not equal to a score: Includes contacts whose score either surpasses or falls below the designated number. Greater than a score: Incorporates contacts with a score higher than the given number. Greater than or equal to a score: Adds contacts whose score matches or exceeds the specified number. Less than a score: Captures contacts whose score is below the indicated number. Less than or equal to a score: Encompasses contacts whose score is at or below the given number. Is empty: Triggers when the score is not assigned. Is not empty: Triggers when the score is assigned.  We'll concentrate on the first six options, as these require you to set a base number for the trigger. Remember, the lowest possible score is 0.  With these settings, you can design workflows to reward your most dedicated customers, re-engage those who may be drifting, and manage your contact lists effectively. We hope this guide helps you accomplish your specific goals!

The DND Contact Update trigger is activated whenever there is a change in the DND (Do Not Disturb) status of a contact. DND is a feature that allows customers to opt out of receiving certain communications. This feature can be customized for various channels, including email, phone, SMS, Google My Business (GMB), and Facebook messages, depending on the preferences of the contact. To effectively utilize this trigger, it is essential to create both a workflow trigger and a corresponding action before you can PUBLISH any workflows. Without completing both steps, the workflow can only be saved but not published. Adding Workflow Filters DND Flag Status: You can configure a workflow to activate when the DND status is either turned on or off for a contact. To do this, click on the "+ Add Filters" button and choose "DND flag is." This allows you to set up your workflow to respond to any of the following conditions: DND turned off for all channels DND turned off for specific channels DND enabled for all channels DND enabled for specific channels DND Channel Selection: When configuring a trigger for DND status changes specific to certain channels, you need to add the "DND Channel Is" filter. This allows you to select the exact communication channel (e.g., email, SMS) from a dropdown menu.

The "Contact Creation" trigger initiates a workflow when a new contact is added to your CRM system. You can tailor this trigger by applying various filters like tags or specific data fields. To set this up, start by clicking on the "Add New Workflow Trigger" button and selecting the "Contact Creation" option. This trigger is particularly useful for automating tasks such as adding tags to new contacts or sending follow-up communications after a form submission. It's important to note that both a trigger and an action must be set up for the workflow to be published. Without completing both steps, the workflow can only be saved but not published. Applying Filters Tag-Based Trigger To activate workflows based on specific tags, choose the "Has Tag" filter and select the desired tag from your CRM. The workflow will only initiate when the selected tag is associated with a contact. Custom Field Trigger For workflows that depend on data entered into custom fields, select the relevant custom field filter. This setup ensures that the workflow triggers only when a contact fills out the custom field with the necessary information through a form on your website. After setting your trigger, you can proceed to add workflow steps like sending SMS or email notifications and assigning tasks to users.

A powerful signal that a customer has successfully completed one of your offerings is when they receive a certificate. This moment presents an excellent opportunity to introduce them to additional courses or services you provide. By utilizing the "Certificates Issued" trigger, you can begin engaging with them right away. To refine the process, you can click on "Add filter" to target a specific certificate template or apply a custom field, ensuring the trigger is tailored to your needs. Once you're satisfied with the setup, click on "Save Trigger" to activate it. From this point, the possibilities are endless—whether you choose to launch an email campaign inviting them to your upcoming event or use this moment to boost sales of your premium products. Whatever path you take, this trigger will help you reach your goals.

The Contact Information Update trigger activates when specific details of a contact are modified, including updates to Tags, Assigned Users, Do Not Disturb (DND) status, and Custom Fields. This trigger initiates automated actions or notifications in response to these modifications, ensuring that your team is promptly informed of important contact updates. Filter Options Assigned User User Change Detected This filter triggers the workflow whenever there's a change in the assigned user for a contact, irrespective of the identity of the new user. Assigned to Specific User This filter is configured to activate the workflow only when a specific user is assigned to the contact. For instance, if John is assigned to a contact after Jim, the workflow will trigger only when John becomes the assigned user. Do Not Disturb (DND) The DND option allows contacts to opt out of all communication services, effectively unsubscribing them upon their request. DND Status Change Detected Selecting this filter will activate the workflow when a contact’s DND status changes, such as when it switches to "DND enabled" or "DND disabled." Changed to Specific DND Status This option triggers the workflow only when the DND status changes to a specific setting. For example, if you want your team to be alerted when a contact's DND status is set to "enabled," this workflow will trigger only under that condition. Tags The Tags feature allows workflows to be triggered based on the addition or removal of tags on a contact. After selecting the Tags filter, you can choose whether the workflow should run when a tag is added or removed. A dropdown menu will then allow you to specify which tag should activate the workflow, streamlining your process and ensuring the team is informed of tag-related updates.

The Category Completion workflow is initiated when a specific category of products reaches its completion. To set this up, begin by selecting the "Add New Workflow Trigger" option, then choose "Category Completion" from the list. This trigger is essential for tracking the status of product categories, allowing you to take timely actions that improve project management and expedite product development processes. Filter Options In this section, you can refine your workflow by adding filters. Start by clicking "Add Filter" and selecting the "Product" option. You'll then choose between "Is any of" or "Is none of" based on your criteria. If the products you've chosen are part of a particular category, you can further narrow down the filter by specifying that category.

The Call Status Trigger is a powerful tool that activates within workflows for both incoming and outgoing calls. This feature can be set off by call directions and statuses from the current workflow or another interconnected one. By utilizing this trigger, businesses can tailor their workflows to automatically perform certain tasks based on specific call statuses, thereby enhancing operational efficiency and optimizing communication processes.  Applying Filters To begin, select "Add New Workflow Trigger" and choose "Call Status." You can refine your trigger using the "Add Filter" option, where you can select from Call Direction, Call Status, or In Workflow. Call Direction The Call Direction filter allows you to specify whether the trigger should respond to an incoming or outgoing call. Incoming Call: When "Incoming" is chosen, the workflow will initiate whenever a contact (whether a new lead or an existing contact) dials the number linked to your account. Outgoing Call: Selecting "Outgoing" enables you to monitor and track the various call logs generated by your sales team.   Call Status The system keeps a record of each call's status and can activate triggers based on these statuses. This filter allows you to automate actions when a call status from another workflow is detected. You can choose the relevant workflow from the dropdown list. Possible call statuses include: Busy: The number was occupied at the time of the call. Canceled: The call was terminated before it could be completed. Completed: The call was successfully connected, and a conversation took place. Not Answered: The call went unanswered. Voicemail: The call was directed to voicemail.  In Workflow This filter provides the ability to initiate automation when a call status is triggered within another workflow. You can select the specific workflow from the dropdown menu.

The birthday alert system activates on a customer's special day, sending a personalized notification to help celebrate the occasion. This automated feature strengthens the bond with your customers, showing that you value them, which contributes to a positive relationship and enhances their overall experience with your brand. Custom Filters Delay Trigger by Days This filter enables you to schedule a reminder for a set number of days after an event, such as after a customer leaves a review. It’s also useful for sending birthday messages a certain number of days after the actual birthday. Just enter the desired delay in days to customize your reminders. Advance Notice by Days With this option, you can configure the system to send a message a few days ahead of a customer’s or team member's birthday. Choose the number of days before the birthday to trigger the notification. For example, if the birthday is on August 3rd, you could set the alert to go off on August 2nd. You can then follow it up with a “Birthday SMS” on the actual birthday using the "Wait" action for a 24-hour delay. Send Alerts Based on Specific Criteria Exact Date Alert This filter triggers a message precisely on the customer's birthday, allowing you to send a personalized greeting on the exact day. Monthly Birthday Notifications This feature allows you to send out birthday greetings once a month to all customers or team members celebrating their birthdays within that month. You can pick the birth month and set the day for sending out bulk messages to all the celebrants in one go.

The Appointment Status Trigger is a versatile tool that initiates actions when a new appointment is scheduled or when the status of an existing appointment changes. This trigger empowers businesses to craft tailored workflows, offering varying levels of automation and customization depending on the selected appointment status filter. Comprehensive Filters Event Type The Event Type filter allows you to define which type of event—Normal, Recurring, or both—should activate the workflow trigger. It serves as the primary filter, preset by default. Appointment Status Within the Filters feature, the "Appointment Status Is" filter offers users the flexibility to trigger workflows based on specific appointment statuses. Users can configure triggers for various scenarios, such as: Scheduling a New appointment, Confirming an appointment, Cancelling an appointment, When the client/prospect Shows Up, When the client/prospect does not Show Up (No-Show), Or marking an appointment as Invalid. Has Tag The Has Tag filter activates workflows when an appointment status change involves a contact with a particular tag. Upon selecting this filter, a dropdown menu appears for choosing the relevant tag. In Calendar The In Calendar filter triggers a workflow when an appointment status changes in a specific calendar. After selecting this filter, you'll have the option to pick the desired calendar from a dropdown menu. For example, if a customer confirms an appointment on Jim John's (a sales representative) calendar, the workflow will be initiated. In Calendar Group Similarly, the In Calendar Group filter activates workflows when an appointment status changes within a designated calendar group. Selecting this filter opens a dropdown menu where you can choose the appropriate Calendar Group. Only For Grouped Calendars The Only For Grouped Calendars filter determines whether the workflow should be triggered exclusively for grouped calendars. After selecting this filter, you'll see a dropdown menu where you can specify "Yes" or "No." Modified By The Modified By filter triggers the workflow when a specific modification is made to an appointment. After selecting this filter, you can choose the type of modification—API, Customer, or User—that should activate the workflow. User Is The User Is filter enables a workflow trigger when the appointment status changes and the appointment is associated with a particular team member. Selecting this filter brings up a dropdown menu to choose the relevant team member.

The Recovering Lost Sales feature is designed to reconnect with potential customers who have shown interest in your products by spending time on your website and adding items to their cart but left without finalizing their purchase. This trigger is essential for reaching out to these customers, offering a reminder about their abandoned cart, or even providing an incentive like a discount code to encourage them to complete their purchase. To set up this feature, navigate to the Workflow settings, click on Add New Workflow Trigger, and select Recovering Lost Sales.  Customizing the Trigger with Filters You can refine this trigger further by adding additional filters. To do this, click on Add Filters, where you can set parameters such as Timeframe and Cart Value. Timeframe This option allows you to specify how soon after a shopper leaves your store the trigger should activate. The timeframe is customizable in minutes, and once set, the system will initiate the trigger if the shopper leaves within that duration.  Cart Value The Cart Value filter lets you define a specific threshold that will trigger the workflow. For instance, if you want to trigger the workflow when a cart's value exceeds $500, you can set this condition. The CRM uses the following symbols to define these rules: !=: "is not equal to" <: "is less than" <=: "is less than or equal to" ==: "is equal to" >: "is greater than" >=: "is greater than or equal to" "is empty" "is not empty" This setup allows you to tailor your approach to re-engaging customers, ensuring that you target the right shoppers at the right time with the right offer.