Transcript
So in this video, I'm gonna talk about triggers.
I'm gonna show you how to set them up and what they do.
And the places in Simparo that you can create a trigger for So let's get started.
So triggers let you do certain actions when something happens.
So something happens in Simparo, someone signs up to a list, they purchase a product, they fill out a worksheet, they complete a course lesson, etcetera.
And then you can add a trigger that will fire and cause something else to happen when that acts happens, and it'll happen automatically.
Right?
So all you need to do is create a trigger.
So to create a trigger, I'll show you an overview of what they look like you can create a trigger under marketing triggers.
This is the first place.
This is like the master list of all your triggers that'll show up here.
To add a trigger, you click add trigger in the right hand corner.
And you'll see the different list of trigger categories.
So When you need to add a trigger for something, you first need to choose the object type.
And this shows you all the different types of objects in Simpario that you can add a trigger for.
So affiliate programs, like for example, when they register for a program or you approve them or they're rejected or retired.
When an auto response is sent on a list or a product, when they complete a course lesson, when they view a course lesson, when they uncomplete a course lesson.
A field.
So this is, you know, when the value of a field changes and you could choose which field it is.
I'm not gonna go into the nitty gritty of how this all works.
When they select a certain field option, when they sign up from a sign up form, so when they subscribe or when they submit, sign up form when they click a link in an email, etcetera.
So you can see all of these, when they're on a list, when they purchase at a price, they purchase a product, when they join a membership site or all these different features, When they submit a survey, they get a tag, a worksheet, when they complete a worksheet, when they attend an event or they register for an event, they approve, join an event, etcetera, when an event is scheduled on a scheduling link with the when a pipeline entry is created, when they're at a certain pipeline stage, when a site redirect is clicked, or when a notice is viewed.
Or all these other ones.
Right?
So there's a whole bunch of object types.
And those are the different categories that you can add a trigger for.
And then once you've chosen which 1 you want to add, like, let's say you want it to be when they join a list, you would choose when this happens and choose what's supposed to happen so their subscription is activated or deactivated or etcetera or they asked to be subscribed.
And then you would choose the list that that they're subscribing to.
So when they're subscribed to the newsletter, do this.
Send an email or add a tag or give access to a membership page or start an automation.
Right?
There's so many different things that you can do with triggers, but you're basically choosing when this action happens, do this.
And then you choose the automation that you're starting, etcetera.
So that's the first thing.
Conditions on triggers, you can say, okay, I only want this trigger to fire if the contact has the tag webinar 17, or if the contact is subscribed to another list called for free cash course webinar.
Right?
So you can give these triggers conditions, and so they'll only fire if the customer meets that condition when they do this action.
So when a customer subscribes to the list, this trigger will only fire if they meet the condition on the trigger.
And if you don't meet any conditions, you just turn that off.
Only fire once per contact, that's pretty straightforward.
Someone tries to sign up more than once.
It will only fire once.
And you can disable a trigger if you don't wanna delete it, but you wanna keep it around and just not have it be firing.
You just disable it here.
So the different places that you can add a trigger are I'll show you 1 x 1.
So we've got under our list.
So if you go to contacts lists, and you choose 1 of the lists you want to add a trigger for.
You would go to the content tab, scroll down to triggers, and here we are.
You can also do it.
I'm just gonna show you a high level overview of the main places, but you can also do it for a product.
So sales products, choose the products, go to the content tab, and then scroll down to triggers.
You can also add a trigger on an auto response.
So let's say your the product is added.
Right?
Or or the product is purchased.
They purchased the product.
And let's say you add the trigger to another response, so they let's say the the product had an auto response on it.
We can see what we're seeing, for example, add auto response.
You could have the trigger be on this product as well right here on this on this auto responder.
So they purchase they get the auto response automatically after they buy, and then the trigger here would fire.
There isn't really a reason to put it here versus putting it on the content tab.
I would only add it to an auto response if you have multiple auto responses.
Let's say you send me another auto response the next day.
And you want to have a trigger fire on this day, so a day later, you could do it after this email here.
Scroll down and add the trigger.
But if you just wanna send 1 after they purchase, you could just do it in the content tab here and scroll down, send it triggers.
You can also do when they click a link in a broadcast, when they add a when they get a tag.
So under contacts, tags.
This is gonna be your list of tags here and you can see there's a spot to add a trigger directly here from the tag spot.
If they complete a worksheet, that's also on the worksheet, you can add a trigger.
So if you go to the settings of the worksheet, scroll down, you'll see the trigger spot there.
On the product, if they if you have a price added, and you just want the trigger to fire on a specific price.
So let's say you have multiple prices on the same product, but you only want the trigger to fire for this 1 price.
You can click on the price, scroll down, and add the trigger right there.
And then, you know, same thing with course lessons.
If you wanna go to a pick lesson, find a lesson in a course, scroll down and there you can add a trigger, and then also some form fields, so custom fields, If you have a it's hard to show here, but if you have a custom field, you can add a trigger to that as well.
So those are just spaces where you can find the trigger spot.
The last thing to keep in mind is GDPR.
If you're doing business in the EU, just keep in mind when you're using triggers, you know, some actions, you know, you wanna make sure everything is in compliance with GDPR.
So if you're automatically subscribing people to a list, but they don't necessarily they never necessarily gave their consent, you just wanna be mindful that you don't wanna violate the GDPR law.
And then also, this is not legal advice.
You know, if you have any questions, just consult a lawyer, but just to be mindful just letting you know about GDPR when you're adding users.
Okay.
So enjoy creating your triggers and have fun with it.
How To Videos
Contacts
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Marketing
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Sites & Landing Pages
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Sales
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Content
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Triggers let you take certain actions when something happens. In other words, they are If-then rules that trigger actions based on specified events. You can learn more about them from our help guide module on triggers. You can also check the guides on specific types of triggers such as triggers on prices, triggers on link clicks, or global triggers.
You can also check how to add triggers to products. A really useful one is the abandoned cart trigger that starts when a customer abandons a purchase.
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