What is a Trigger Step? 

The Trigger Step is always the very first step in an Automation. A trigger is the action the customer takes that initiates the Automation Flow sequence. 

It’s important to note that a Trigger Step is required for all Automations. Our Library collection already has this step included in our pre-built templates. To create your own Automation from scratch, follow the steps below!

  1. To get started, click Create on the upper right side of your dashboard. 

  2. After naming your Automation, click into the When someone… module so it is highlighted green: 

  1. Now, you will be able to select the type of Trigger (action the customer takes) to prompt the Automation Flow to begin.

There are 4 types of Triggers:

  1. Abandons a Cart: This trigger occurs by a customer abandoning a cart your website. This trigger step is used in the Abandoned Cart Automation pre-built template from our Library. 

  1. Makes a Purchase: This trigger occurs when a customer has made a purchase from your website. This trigger step is used for the First Purchase, After Purchase, Replenishment and Winback pre-built templates in our Library. 

  1. Added to List: This trigger occurs when someone signs up to receive your emails via the Springbot Sign Up Form/Pop-Up. This trigger step is used in the Welcome pre-built template in our Library. 

  1. Is Added to Springbot: This Trigger Step is only used for Confirmation Emails. The main objective of this trigger is to get subscribers to verify their email address. Double Opt-In is required with this trigger. With the Double Opt-In process, your new subscribers will receive an extra confirmation email that will properly verify them and add them to your list. Make sure you have a good understanding of Double Opt-In by reading this article before using this Trigger Step.

Trigger Filters

With Trigger Filters, you have the option to customize your flow based on specific customer behavior. Filters determine the conditions in which a person can or cannot enter the Automation. Customers will be kept in the flow until they take a certain action.  

Below, we created a flow using the Makes a purchase trigger step. Then, we applied the Purchase History filter, based on recipients who never made a purchase: 

With these filters applied, this person will remain in this flow until they make a purchase.

There are 4 types of Filters:

  1. Segments: Here you will find both Springbot created segments and any custom segments you’ve created in Springbot. You can Include or Exclude specific segments. For example, if you’d like to target only female customers, you can Include Females as a Trigger Filter. This type of segmentation allows you to analyze your entire customer base to establish trends in their past behavior, as well as predict their future behavior.

  1. Categories: Here you can Include or Exclude specific Categories from your site.

  2. SKUs: Here you can Include or Exclude specific SKUs from your site. You can type in the SKU number or the SKU name.

  3. Purchase History: Here you can filter if the recipient Has or Has Not made a purchase with the following options:

    -At Least Once

    -In The Last (select the number of days)

    -Please note the Purchase History filter can only be applied to Makes a Purchase trigger. 

  4. You can also select the AND button to add additional filters. If you need to delete a filter, simply click the Trash Can icon. 

When you’re finished applying your Trigger Filters, click Done and then Save in the upper right hand corner!

Need more help? Reach out to our Customer Success team at help@springbot.com