Triggers are automated emails that are automatically sent to your recipient based on an action they perform. If a recipient clicks a link, opens an email message, or visits a page on your website (when you use Website Activity Tracking) you can "trigger" a follow-up email.
Please note: since personalization pulls from list data and a Trigger does not send to a list but to a single address, Triggers are not able to be personalized.
Setting up Triggers
Creating Triggers involves a few steps.
- Create the email message.
- Setup the "Automation".
- Assign the Trigger to select email campaigns. If you are not assigning the Trigger to all campaigns.
Step 1: Create the message that you want to use as a Trigger.
- Navigate to the Messages section.
- Click the New Message icon and choose how you would like to create your message.
- Click the From tab, enter a Display Name and From Address that represents your organization.
- Leave the To Lists tab set to no lists selected.
- Type in a subject line and the content of the message and Save.
You can then add a Tag, to help identify your Triggers in Messages.
Step 2: Setup the "Automation" for your Trigger.
- Go to Automations.
- Select the Triggers tab.
- Click the New Trigger icon.
- Setup your Properties, Behavior, and SQL Select (if needed).
Trigger Name: Create a name for your Trigger that only you will see in the account.
Related Message: Select the email message you have created to be used as your Trigger. (See Step 1.)
Event Type: Choose which action will initiate your Trigger to send.
- Message opened - You must have Open Tracking turned on for this to work.
- Link clicked - You must have Click Tracking turned on for this to work. You can choose to apply this Trigger to all Clicks that occur, or to a specific URL.
- Web page viewed - You must be using Website Activity Tracking, and have Click Tracking turned on for this to work. You can choose to apply this Trigger to all Web Page Views that occur, or to a specific Web Page.
Applies to: You can select if you want us to apply this Trigger to all of your emails messages sent, or to only those that you select (recommended option). *See below on how to assign your Trigger to specific campaigns.
When this Trigger sends: Select whether the Trigger should send at a set interval after the Event Type occurs, or at a specific time a certain amount of days later. To set the Trigger to send immediately following the recipients action, set it to "0 Minutes after the event".
How often this Trigger will send: Select whether the Trigger should send only once per event (recommended) or every time the event occurs.
SQL Statement: If you are using Website Database Connections and have setup a Master Profile for Website Database, you are able to use this option. The SQL Statement field will allow you to specify a SQL query to pull the recipient data from your database upon the Triggers send. Your SQL Query should include %%EmailAddress%%, as JangoMail will substitute the recipient's email address in the SQL query before connecting to your database to pull the single record.
Example: SELECT * FROM MyContacts WHERE TheEmail = '%%EmailAddress%%'
Step 3: Assigning the Trigger to select campaigns.
You will assign the Trigger to your campaign while creating the message but before you click Send.
- Go to the blue Settings tab.
- Selecting your Trigger is the first option on the page. Triggers are identified here by the "Trigger name" you specified when setting up the Trigger.
Remember to enable open tracking or click tracking on the blue Tracking tab if you are choosing a Trigger based on one of those actions!
What is the difference between Triggers and Autoresponders?
Autoresponders are sent based on a member being added to a list.
Triggers are sent based on a recipients action in a campaign you sent.
Advanced: Using Triggers with the API
To assign Triggers to mass emails sent through the API, use the Options input parameter of the SendMassEmail or SendMassEmailRaw methods. The format for Triggers within the Options parameter is:
So, for example, the Options parameter might contain:
You must have gone through Steps 1 and 2 before adding this Option to your API calls.
|Triggers are one way to keep on top of your marketing. Use these other methods to really stay a step ahead.|