Triggers Overview

Updated on 8 Feb 2023

Triggers let you take certain actions when something happens. To see what the possible actions are...

  1. Select List & Contacts from your Simplero Dashboard

  2. Select one of your Lists

  3. Select the Content tab

  4. Scroll down to the Triggers section, click the + Add trigger button, and see what the options are.
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We frequently add new ones. Examples of actions you can take are: Add to a list, add a tag, start an automation, send an email or a text message, etc.

Triggers currently exist on:

  • Lists: Subscribe/Unsubscribe

  • Products: Activate/Deactivate both for billing contact AND for the participant

  • Prices: Someone purchased at that price

  • Auto-Response: sent. This was a "poor man's workaround" for when we didn't have automations

  • Link: Clicked (for links in broadcasts, auto-responses, and library emails)

  • Affiliate program: Affiliate registered, approved, rejected

  • Worksheets: Response submitted

  • Tags: Tag added, Tag removed

  • Lessons in Courses: Lesson marked complete, marked not complete

  • Membership sites: For example you can use a trigger for "a member has not logged in". This trigger also works for the app!

There are several locations where you can create a Trigger: (not a complete list)

  • List under content

  • Product under content

  • Autoresponder

  • A Link in a Broadcast

  • Tag

  • Worksheet

  • Price

  • a Course Lesson

  • On some Custom form fields

The drop-down options will vary by the location where the tag is added. 


Conditions on Triggers

You can add conditions to run the trigger:

Se it up to Only fire once per contact - This means if you have the same trigger in several locations within your Simplero such as on a List and on a Product then the system will only attempt to perform that action one time ever. 


Or temporarily disable the trigger.

GDPR notice for those doing business in the EU: Please keep in mind when using triggers based on actions of your customers that you are in compliance with GDPR, actions such as these may violate rules in regards to consent and profiling. This message does not constitute legal advice should you have a question about compliance please consult a lawyer. 

Notes and Tags
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Newsletters
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Receipts and Tasks
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Pipelines and Deals
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Contacts Settings
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