Trigger Rules

Trigger rules and conditionn for user entry in to the automation

Trigger Rules

An event that starts an automation flow, based on customer events and cart activity

The Trigger enables users to verify whether customer contacts that meet the trigger event criteria will enter automation.

This tool ensures your automation is correctly configured by demonstrating whether the trigger and audience filters are operating as expected.

Types of Trigger Conditions

Order total
Language
Currency
User roles
Category Name
Category IDs
Product name
Geolocation
Placed order

Use Case

1. Order Total
Use Case: Trigger an automation for customers whose order total meets a certain threshold (e.g., > $100). This could be useful to send personalized thank-you emails, loyalty rewards, or special discounts to high-spending customers to encourage future purchases.
2. Language
Use Case: Tailor emails and content in the customer’s preferred language based on their browser or previous interactions. This ensures a personalized experience and can help boost engagement and conversion rates.
3. Currency
Use Case: Trigger region-specific pricing or promotions. For example, if a customer is browsing in GBP, show them offers that are most relevant to the UK or offer free shipping for orders in that region.
4. User Roles
Use Case: Segment emails based on user roles such as “New Customer,” “VIP,” or “Wholesale.” For instance, send VIP users exclusive offers or reward programs, while new customers could receive a welcome discount.
5. Category Name
Use Case: Trigger specific automations based on the product category a customer interacts with. For example, customers browsing "Electronics" could receive recommendations for complementary products like chargers or cases.
6. Category IDs
Use Case: Automate follow-up emails for customers who have purchased items from certain categories (by ID). If a customer purchases from a "Skincare" category, send skincare-related tips, product recommendations, or refill reminders.
7. Product Name
Use Case: Create targeted post-purchase follow-ups or upsell automations for specific products. For example, after purchasing a "Yoga Mat," the customer could be sent offers for yoga accessories or a wellness subscription plan.
8. Geolocation
Use Case: Personalize marketing messages based on the customer's location. For instance, offer discounts on warm clothing to customers in colder regions or showcase products that are popular in their area.
9. Placed Order
Use Case: Trigger post-purchase workflows, such as thank-you emails, product review requests, or loyalty reward notifications. This can enhance customer satisfaction and foster repeat purchases.