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
Product ID's
Variant ID's
Buyer Accepts Marketing
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 pre purchase 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. Product ID
Use Case: Create targeted post-purchase follow-ups or pre purchase automations for specific products. For example, after purchasing a "Bluetooth Speaker," the customer could be sent offers for related accessories like speaker stands or headphones.
9. Variant ID
Use Case: Tailor post-purchase emails based on the specific variant a customer purchased. For example, if a customer buys a "Red T-shirt" in a specific size, they could receive offers for similar shirts in different colors or matching accessories.
10. Buyer Accepts Marketing
Use Case: Send marketing emails or exclusive offers only to customers who have opted in for communications. For example, after a customer accepts marketing, you could send them personalized discounts, promotions, or updates about new products.
11. 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.
12. 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.
Order total
Triggers emails based on the total amount of a customer's order.
Language
Sends emails in the customer's preferred language
Currency
Sends emails in the user's preferred currency into the automation
User Roles
Administrators or staff members of the store, allowing them to test and manage automated workflows.
Category Name
Sends specific emails based on the product category the customer interacted with.
Category IDs
Sends specific emails based on the product category IDs the customer interacted with.
Product names
Triggers emails for certain product names a customer views or buys.
Product IDs
Triggers emails for certain product IDs a customer views or buys.
Variant ID
Triggers emails based on the product variant the customer interacted with, such as selecting a particular size, color, or style.
Buyer Accept marketing
Sends emails only if the customer has agreed to receive marketing emails.
Geolocation
Uses the customer's location to send an email.
Placed order
Triggers a follow-up email once a customer completes a purchase.
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