Triggers are events that initiate an automation for your client and are the starting point of every automation. Automations can have multiple triggers that bring your clients into the automation.
Here are the triggers that are available to you:
Registers for an Event/Series
This trigger will bring any client that registers for an event or series into the automation. You can filter this down to clients who register for a specific offering, event series, or a specific event.
Registers for an Appointment
This trigger will bring any client that registers for an appointment into the automation. You can filter this down to an appointment for a specific offering or a specific staff member.
Purchases a Package or Membership
This trigger will bring any client who purchases a package or membership into the automation. You can filter this down to just packages or memberships or even specific packages or memberships.
Purchases a Store Item
This trigger will bring any client who purchases a store item into the automation. You can filter this down to store items from specific store sections, by type (digital or physical goods), or a specific store item.
A Contact Tag is Added
This trigger will bring any client who has a specific contact tag added to them into the automation. This tag can be added by you manually, or the tag can be assigned to them automatically by signing up using the newsletter signup form on a custom page, or one of the tags automatically assigned when the client performs an action. A contact tag can also be added via an automation action.
A Contact Tag is Removed
This trigger will bring any client who has a specific contact tag removed from them into the automation. This tag can be removed by you manually or through another automation action.
A Custom Field Value is Changed
This trigger will bring a client whose custom data field is changed to the automation. For example, if you have a custom field that is a "Birthday" for example, you could have an automation trigger to run when this field is filled in. With an action to wait until this day, you could set up an automation to send them a birthday wish email.
A Contact is Created
This trigger will bring a new client into the automation as soon as they are created. A contact is created when someone signs up for one of your classes, books an appointment, makes a purchase, signs up for your newsletter, or sends you a message from your contact form. Any of these actions will cause this trigger to occur and will bring that client into the automation.
A Contact Subscribed to your Newsletter
This trigger will bring a new client into the automation as soon as they subscribe to your newsletter. This could be through one of your newsletter signup forms or by opting in when signing up for one of your classes, booking an appointment, or making a purchase. If a client unsubscribes to your newsletter and resubscribes, this trigger will be called again.