Adding a New Trigger to an Existing List or Product

When creating a trigger for a product, you have the following options for the trigger event:

• Purchase: Activated, first time only
• Purchase: Activated
• Purchase: Deactivated
• Participant: Activated, first time only
• Participant: Activated
• Participant: Deactivated

What do those mean?

First, the distinction between purchase and participant. 

When you create triggers on "Purchase", the contact that the trigger is invoked for is the billing contact for the purchase.

For triggers on "Participant", the contact is the participant(s) for the purchase.

In 98% of cases, those are the same. But in the cases where one person is the billing contact and another person is the participant in the course, it matters.

As well in the cases where there are more than one participant for the same product, it matters—in that case, the triggers on Participant will be invoked once for each participant.

The second half should be self-explanatory.

"Activated" triggers run each time a purchase is activated. Which means, if it's canceled, and then activated again, it'll run again. If the purchase enters the "Failed" state because an installment remains unpaid longer than your settings allow, and they come back and bring their payment in order, the Activated triggers runs again.

The "Activated, first time only" triggers only run the first time.

The "Decativated" triggers run each time the purchase goes from an active state to an inactive state, which could happen due to failed payment, canceling or expiring a subscription, a refund, etc.

If you want to use triggers to grant access to some resource, eg. you want all the active participants to be on a mailing list in MailChimp, or you want to use Webhooks to manage some external service that people get when they purchase through Simplero, you'll want to use the "Participant: Activated" and "Participant: Deactivated" trigger events to manage access to that external resource.

Your business is always changing and we realize you may find the need to add a trigger to an existing list or product. Maybe you have decided to create a sales funnel for your list, or some kind of nurture sequence for your product. Or maybe you are converting a product to be evergreen. Whatever the case if you add a trigger after there are already subscribers or purchases the new trigger will not affect those previously on the list. 

But what if you want the trigger to apply to the previous members?

You have two options for how to do this. Both work equally well however if you have a long list or product then I would suggest going with option 2. 

1. Add the trigger to your list or product

2. Go to your participant screen, check the boxes next to the participants you want to perform the trigger to. 

3. At the top of the list once participants have been selected you will see a bulk action drop down menu. Select it and choose the action that you need done. 

1. Add the trigger to your list or product

2. Create a segment that only includes that list or product that you are adding the trigger to

3. Perform an action to the segment- use the same settings that you used in creating your trigger. 

See the attached video with the steps performed.

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.