What are action Triggers
Action triggers will initiate based on a recipient’s response/activity to an email that you’ve sent out. When click ‘New action triggers’, you will be forwarded to the ‘Trigger’ wizard.
You will need to name your trigger, and give it a start and end date. The start date will generally be when you’ve sent out your initial document, and end date will be when you want this trigger to stop circulating.
You will need to name your trigger, and give it a start and end date. The start date will generally be when you’ve sent out your initial document, and end date will be when you want this trigger to stop circulating.
Steps to Set up an Action Trigger (Clicks)
1. Actions has two options. Clicks, which sends a trigger email based on a link that a recipient has clicked on. Then sent, which sends a trigger email based on the fact that the initial document was published to the recipient successfully.
Note: The selected document that you want to capture link clicks from, will appear in the above section.
2. With clicks, you will need to select the document you intend to publish or have already published.
Note: Duplicate links in the document will be applied as a trigger link, regardless of where the link lies within the document.
3. Add conditions will allow you to limit the triggers to a exclusive group of contacts. This can be in the form of event statuses or personal fields from the mail house.
4. The next step will be to select link/links that will trigger the email. You can select multiple links that will trigger an email to the recipient.
Once you are happy with the links you’ve selected, click the green tick button and this will allow you to save your settings through.
Deciding on your Action Trigger send time
This will allow you to set when the trigger email be sent to the recipient, when they’ve clicked into a selected link.
Immediately – will send a trigger email as soon as the recipient has clicked into specified links.
Hour/Day – will send a trigger email based on the number of hours/days after the recipient has clicked into specified links.
Next day – sends the trigger email on the next day at a specific time you've selected.
Selecting the Trigger document
1. In this section, you will select your Trigger Document in the ‘send document’ section. Select a document from the list of documents created within your account.
2. Similar to the publishing wizard, you will be able to enter in the sender’s name and email address, as well as the reply to email address.
3. Finally entering the subject line recipients will receive once a trigger email is sent to them.
4. Once you’ve clicked the save, the trigger will be activated, and will appear in your list of triggers.
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