This guide will introduce you to the triggers available within a workflow in Advisor's Growth.
Understanding Triggers and Actions
Workflow Trigger: Initiates a workflow based on specific events.
Workflow Action: Follows the trigger and performs tasks as instructed.
Triggers are events that kickstart workflows, resulting in various actions. Inside the Workflow Builder, you can combine one or more triggers to execute a series of actions.
Full List of Workflow Triggers
Contact Triggers
Add contacts to workflows when their details or statuses change:
Birthday Reminder: Triggers on the contact's birthday, useful for sending birthday messages or special offers.
Contact Changed: Activates when contact information is modified, useful for updating records or notifications.
Contact Created: Triggers when a new contact is added, great for onboarding or welcome processes.
Contact Do Not Disturb (DND): Triggers when a contact opts out of communication, useful for managing unsubscribe requests.
Contact Tag: Activates when a tag is added or removed, great for segmentation or personalized actions.
Custom Date Reminder: Triggers based on a custom date field, ideal for reminders and follow-ups.
Note Added/Changed: Activates when notes in a contact profile are added or modified.
Task Added/Completed: Triggers based on tasks added or completed, perfect for task management or follow-ups.
Contact Engagement Score: Triggers based on engagement score, useful for targeting highly engaged contacts.
Event-Based Triggers
Add contacts based on interactions and events:
Inbound Webhook: Activates from incoming data from external applications.
Call Status: Triggers based on call outcomes, useful for managing call-related workflows.
Email Events: Triggers on email interactions like opens, clicks, or bounces, useful for engagement tracking.
Conversations Applied: Activates when a customer responds through a channel.
Form Submitted: Triggers when a form is submitted, ideal for lead generation.
Trigger Links Clicked: Activates when a specific link is clicked.
Facebook/Instagram Lead Form Submitted: Activates when a lead form is submitted on social platforms.
Video Tracking: Tracks viewer engagement with videos.
Number Validation: Validates phone numbers before sending messages.
LinkedIn Lead Form Submitted: Triggers based on LinkedIn lead form submissions.
Funnel/Website PageView: Tracks page visits on a website or funnel.
Appointment Triggers
Trigger workflows based on appointment bookings:
Appointment Status: Activates based on appointment statuses like scheduled or no-show.
Customer Booked Appointment: Triggers when a customer books an appointment.
Opportunity Triggers
Add contacts to workflows when opportunities change:
Opportunity Status Change: Activates when an opportunity’s status changes.
Opportunity Created: Triggers when a new opportunity is created.
Opportunity Changed: Activates when an opportunity is updated.
Pipeline Stage Changed: Triggers when an opportunity moves through pipeline stages.
Stale Opportunity: Triggers when an opportunity remains in a stage for too long.
Affiliate Triggers
Add contacts to workflows based on affiliate actions:
Affiliate Created: Triggers when a new affiliate is created.
New Affiliate Sale: Activates when an affiliate makes a sale.
Affiliate Enrolled in Campaign: Triggers when an affiliate joins a campaign.
Course Triggers
Trigger workflows when course-related actions occur:
Category/Lesson Started or Completed: Triggers based on progress within a course.
New Signup: Activates when a user signs up for a course.
Offer/Product Access Granted/Removed: Triggers when access to a course or offer is granted or revoked.
Product Started/Completed: Activates when a user begins or completes a course.
User Login: Triggers when a user logs into the course.
Payment Triggers
Activate workflows based on payment events:
Invoice: Triggers when invoice details are changed.
Payment Received: Activates when a payment is received.
Order Form Submission: Triggers when an order form is submitted.
Order Submitted: Activates when any order is submitted.
Documents & Contracts: Triggers based on document changes.
Subscription Status Change: Activates when a subscription status changes.
Refund: Triggers when a refund is processed.
Shopify Triggers
Trigger workflows based on Shopify events:
Abandoned Cart: Activates when a Shopify cart is abandoned.
Order Placed/Fulfilled: Triggers when a Shopify order is placed or fulfilled.
IVR (Interactive Voice Response) Triggers
Trigger workflows based on inbound calls:
IVR Started: Triggers when an IVR session begins.
Facebook & Instagram Events
Trigger workflows based on social media engagement:
Facebook/Instagram Comments: Activates based on comments on posts.
Community Triggers
Add contacts based on changes in community access:
Group Access Granted/Revoked: Triggers when access to a community group is modified.
Certificate Triggers
Trigger workflows when certificates are issued:
Certificates Issued: Triggers when a certificate is issued.
FAQs
Q1: Can I use multiple triggers in one workflow?
Yes, you can have multiple triggers within a workflow, allowing it to activate based on various events.
Q2: Can I customize triggers further?
Yes, most triggers come with filter options that allow for further customization based on specific conditions.
Q3: What are some common uses for triggers like "Contact Created" or "Contact Tag"?
"Contact Created" is often used for welcoming new contacts.
"Contact Tag" can be used to segment contacts or personalize communication.
Q4: How do payment triggers work?
Payment triggers activate based on payment-related events, which can then initiate actions like sending payment confirmations or granting course access.