Triggers are events that start an automation for your client. Each automation can have one or more triggers, and you can filter many triggers to target specific offerings, staff, or other criteria.
Below is a complete list of available triggers, with example use cases for each.
Table of Content
Events & Appointments Triggers
Registers for an Event/Series
Triggered when a client registers for any event or series. Filter by specific offering, event series, or event.
Example Use Case: Send a welcome email to clients who register for your "Yoga for Beginners" series.
Checked In to an Event/Series
Triggered when a client is checked in for an event or appointment.
Example Use Case: Send a thank-you message or feedback survey after a client is checked in for a workshop.
An Event/Series Registration is Canceled Late
Triggered when a client cancels their registration after the allowed cancellation window.
Example Use Case: Notify staff or apply a late cancellation fee when a client cancels too close to the event start time.
Registers for an Appointment
Triggered when a client books an appointment. Filter by offering or staff member.
Example Use Case: Automatically send intake forms to clients who book a private session with a specific instructor.
Purchase & Discounts Triggers
Purchases a Package or Membership
Triggered when a client purchases a package or membership. Filter by type or specific package/membership.
Example Use Case: Send a welcome sequence to clients who purchase a "10-Class Pass" or a new membership.
Purchases a Store Item
Triggered when a client purchases a store item. Filter by store section, type (digital/physical), or specific item.
Example Use Case: Send download instructions for digital products or shipping updates for physical goods.
A contact abandons a Purchase
Triggered when a client leaves items in their carts without checking out. Can be skipped if another item is purchased.
Example Use Case: Chooses a class on the schedule, but abandons on the check-out page.
Uses A Discount Code
Triggered when a client uses any or a specific discount code.
Example Use Case: A client redeems a discount code only shared via a landing page.
Uses a Package or Membership
Triggered when a client uses a credit from a package or a membership (e.g., books a class using a package). This can be filtered to only trigger when a guest credit is used.
Example Use Case: Send guests an email sequence to convert them into regular clients.
Membership Status Triggers
Membership Canceled
Triggered when a client’s membership is canceled.
Example Use Case: Send a feedback survey or a win-back offer to clients who cancel their membership.
Membership Paused
Triggered when a client’s membership is paused.
Example Use Case: Send a confirmation and information about what happens during the pause period.
Membership Changed
Triggered when a client’s membership changes in any way (upgrade, downgrade, etc.).
Example Use Case: Send a personalized message when a client upgrades to a premium membership.
Contact Triggers
A Contact Enters a Customer Segment
Triggered when a client enters a defined customer segment.
Example Use Case: Start a nurture sequence for clients who enter the "Lapsed Clients" segment.
A Contact Exits a Customer Segment
Triggered when a client exits a defined customer segment.
Example Use Case: Send a congratulatory message when a client leaves the "Trial" segment and becomes a full member.
A Contact Tag is Added
Triggered when a specific tag is added to a client, whether manually or automatically. 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.
Example Use Case: Send a targeted offer to clients tagged as "VIP" or "First-Time Visitor".
A Contact Tag is Removed
Triggered when a specific tag is removed from a client. This tag can be removed by you manually or through another automation action.
Example Use Case: Send a follow-up when a client is no longer tagged as "Active Member".
A Custom Field Value is Changed
This trigger will bring a client whose custom data field is changed to the automation.
Example Use Case: If you have a custom field that is a "Birthday", 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
Triggered when a new client/contact is created in your system.
Example Use Case: Send a welcome email to all new contacts, regardless of how they joined.
A Contact Subscribed to your Newsletter
Triggered when a client subscribes to your newsletter, either via signup forms or opt-in during other actions.
Example Use Case: Send a welcome sequence to new newsletter subscribers.
A Contact Enters A Contact Journey Lane
Triggered when a contact enters a contact journey lane.
Example Use Case: A client becomes a new lead.
A Contact Exits A Contact Journey Lane
Triggered when a contact enters a contact journey lane.
Example Use Case: A client becomes an at risk client.
To learn more about automations, be sure to check out our overview help article or view the other articles on this feature.
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