Triggers

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Adding Notes With Triggers

Triggers Overview

This video is an overview of how "TRIGGERS" function. More specific videos on common triggers are also available.

Facebook Lead Ads and Triggers

This video walks through how to set up some common automations via Facebook Lead Ads and triggers.

Forms and Triggers

This video walks through how to set up some common automations via forms and triggers. Note that you can use the additional filters on the left hand side of the screen to set special conditions so that the trigger only activates depending on a specific response. For example, if you asked for gender, you could have one trigger activate for MEN and another for WOMEN.

Appointments and Triggers

This video walks through how to set up some common automations via appointments and triggers.

Task Reminders with Triggers

You can send yourself or team members reminders (or other trigger actions) based on the due date of any tasks you have set. Note that if you would like a task reminder on the day of the task, simply set the 'date before' field as '0'.

Triggering Actions with Trigger Links

This video shows how to initiate an action based on when a TRIGGER LINK is clicked by a person. And example of this would be if you sent an email asking a person if they would like to receive more information about product A or product B. Simply by clicking a trigger link, they can be added to the appropriate campaign sequence by following the steps in this video.

Sending data OUT with Zapier

This video shows how to automatically send data to another application via Zapier. The example here shows how to export data to a Google Sheet via Zapier. You can use the same steps to connect a different application as required. If you need a Zapier account you can set one up at www.zapier.com (http://www.zapier.com/)