The Key Steps
- Click on the Communication icon
- Click on Triggers under the Journeys section
- Click on the New Trigger button
- Give the trigger a name and assign it to a category
- Click on the blue Create button
- Select which action should initiate the trigger
- Provide the parameters for the action(which classes/membership, # of days, etc)
- Click on the Add Action button on the right side of the screen
- Select an action from the drop-down menu
- Complete any related fields for the action you selected
- Change the Status to Published
- Click on the Save button
👇 For more detailed steps refer to the article below:
Triggers are a feature that allows you to automate various actions in your Pulse system. Each trigger is made up of 2 parts, the action that initiates the trigger and the action that occurs once the trigger is initiated.
One example would be creating a trigger to send a celebration text when a member attends their 100th class.
To navigate to the Triggers page, click on the Communication (chat bubble) icon and then click on Triggers under the Journeys section.
When you open the Triggers page, you will see your Trigger categories. To see all of the triggers within a category you would click on the category of interest.
In order to create your new trigger, click on the New Trigger button.
The first step in creating a trigger is assigning it a name and then selecting what category you want it to be sorted into. When you have done that, click on the blue Create button.
Now you will be taken to the trigger edit page. From the ‘What should trigger this rule?’ list you will select what action you want to occur to initiate your trigger. For the 100th class example, you would select ‘Person: Attends a Number of Classes’.
Depending on which action you select, more specific parameters will pop up underneath the action for you to select. In this example, you need to specify how many classes a person needs to attend in order to initiate this particular trigger. You also need to clarify which classes count towards the attendance requirement.
Now that you have identified what will set off this trigger, you need to select what happens when the trigger is activated. Under the ‘What actions should we perform?’ column you can select from the dropdown list what action you want to occur.
In the 100th class example, you would pick the ‘Send SMS to Person’ option.
Depending on which action you pick here, you will see additional fields pop up related to the option you selected.
For example, if you chose to send any type of message you will need to complete the fields with the content for your message.
If you want this trigger to set off multiple different actions you can click on the Add Action button to add another action.
Once you have your trigger completely set up and ready to start firing you will change the Status to Published and then click on the blue Save button.