Triggers are emails that are automatically sent to your recipient based on an action they perform. If a recipient clicks a link or opens an email message you can "trigger" a follow-up email. To set up triggers, create the email for the Trigger, create the Trigger, and assign the Trigger to select (or all) campaigns.
How to set up Triggers
Step 1. Create the message that you want to use as a Trigger:
- Go to Campaigns, click New Message and choose how you would like to create your message.
- Click the From tab, enter a Display Name and From Address.
- Leave the To Lists tab set to no lists selected.
- Create your message content, type in a subject and Save.
Pro Tip: Add a Tag to help identify your Triggers in Campaigns.
Step 2: Setup the automation for your Trigger.
- Go to Automations > select Triggers > click CREATE A NEW TRIGGER.
Trigger Name: Create a name for your Trigger that only you will see in the account.
Campaign to automatically send: 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.
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.
- 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.
Repeat sending triggered message: Select whether the Trigger should send only once per event (recommended) or every time the event occurs.
Send triggered message: 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".
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.
- Assign the Trigger to your campaign while creating the message but before you click Send. To do this, in your campaign(s) go to the 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.
Be sure to enable open tracking or click tracking on the blue Tracking tab if you are choosing a Trigger based on one of those actions!
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.
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.
|Triggers are one way to keep on top of your marketing. Use these other methods to really stay a step ahead.|