Workflow triggers are similar to conditional statements which allow you to automate repetitive tasks. These can be used to perform actions inside of your platform or campaigns.
Triggers are vital to build a great workflow and there are many different kinds to choose from. In this article, we are going to look a few workflow triggers which can be useful to fire triggers.
Appointment Status
This is used when an Appointment Status for a contact changes.
You can add fitlers to build a variety of different combinations to qualify a contact for the workflow.
For example: You can select has tag if you want to filter contacts that have a specific tag. Similarly, you can do the same for contacts who are part of a group calendar, have a custom field etc.
You can also have the system implement the above filters based on an appointment status.
Contact Changed
With this trigger you can add contacts to a workflow which gets changed. These changes can be within contact tags, assigned user, DND and customer fields.
Similar to Appointment Status you can also select filters and build combinations based on your requirements.
You can also check if the contact has just changed or changed to a specific value.
For example, for the Assigned User you can select if it has change to a specific value.
Contact Tags
Similar to the rest of the triggers, you can select filters (Tag added, tag removed etc.) and build different combinations.
Task Added
This trigger is executed when a task is added to a specific contact. From the filters you can select the assigned user to that contact.
Additionally, you can also filter contacts further by adding values to experience, gender, message, region etc. depending on the custom fields setup in your platform.
Customer Replied
This trigger is particularly useful when a customer responds to an email / SMS campaign.
From the filters you can select a variety of different options such as you can select if the reply contains a specific phrase, exact match phrase, replied to workflow or the reply channel.
If you want to set a contact to DND when they reply stop, you can select the phrase fitler and add Stop as value.
Then you can add another step to set the contact to DND so they do not get anymore emails or SMS.
Similarly if you’re looking for a simple yes or no answer then you can use the exact match phrase filter and set to value to yes or no.
If you’re looking for a reply from a specific channel such as Facebook, Instagram, SMS etc. You can select one as shown below.
Form Submitted
This trigger is executed when a customer submits a form.
From the filters you can select a specific form you want to select for this trigger.
Order Form Submission
This trigger is executed when an order form is submitted on a funnel or a website.
You can use the filters or the submission type filter to narrow your submissions.
Survey Submitted
This trigger is executed when a survey is submitted by a contact. You can use the filters to select only the one’s which qualify.
Trigger Link Clicked
This is executed when a trigger link is clicked within an SMS or an email. You can select the trigger link from the drop-down menu shown below.
Twilio Validated Error
This trigger fires when a Twilio error is detected on an outbound SMS.
This can be used to check invalid or landline numbers during a bulk SMS campaign.