Triggers

How to Create a Double Opt-In System
Double Opt-In Systems serve multiple purposes. First and foremost, it is used in the EU and required by GDPR. This means that once a lead opts-in, they m...
Wed, 24 Nov, 2021 at 6:55 PM
How To Check What Triggered Someone Into a Campaign
There are several ways to add someone to a campaign – through a bulk request, a manual add, a trigger, and more. You may want to check how someone was tr...
Wed, 24 Nov, 2021 at 6:55 PM
How to Utilize Lead Values in Pipelines and Triggers
Using lead values in pipelines allows you to help manage your business effectively. Typically a new lead, or ‘cold’ lead, in a beginning pipeline stag...
Wed, 24 Nov, 2021 at 6:56 PM
What To Do If Your Send Email Trigger Action Is Not Firing
If your Send Email trigger action is not firing, check these four common errors to troubleshoot: Ensure custom values are valid. Check custom values...
Wed, 24 Nov, 2021 at 6:56 PM
How to Duplicate Triggers
You may want to duplicate triggers if you're running the same action repeatedly, with slight modifications. Rather than starting from scratch to c...
Wed, 24 Nov, 2021 at 6:56 PM
How to Create a Trigger for Notifications for New Chats in the Chat Widget
Follow the steps in our articles "How to Add a Chat Widget to Funnels and Websites" and "How to Add a Chat Widget to a Wordpress Site"...
Wed, 24 Nov, 2021 at 6:57 PM
Email and Phone Number Mapping In Triggers
This tutorial will provide you with a walkthrough on email and phone number mapping from a customer reply, using triggers. Perhaps you have a SMS or e...
Wed, 24 Nov, 2021 at 6:57 PM
How To Use A Trigger for a Review Request Campaign or Email
You can set up your CRM to have the ability to capture reviews, and you can also automate this feature to make it even more convenient to use. (Check out...
Wed, 24 Nov, 2021 at 6:58 PM