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!
To get started, click Create on the upper right side of your dashboard.
After naming your Automation, click into the When someone… module so it is highlighted green:
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:
Cart Updated: 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.
Purchase Created: 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.
Customer Created: 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.
Product Back in Stock: Coming soon to Springbot!
Automation Trigger Filters
With Trigger Filters, you have the option to customize your automation 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.
Note: All of these filters will apply to your customer's current purchase except for those under "Previous Purchases."
There are 7 types of Filters:
Segment: 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.
How to use it: Once you’ve chosen the Trigger, select “Add Filter” and choose “Segments”. Here you can search for a custom segment or a pre-built demographic segment.
Product: Here you can filter a flow by contacts who have purchased a specific product or abandoned a specific product in their cart.
How to use it: For one product, select the Product filter and search for the product to be included or excluded. Then select “Save” to save the Trigger step.
To include multiple products: If the customer can qualify by purchasing one product OR another product included, select the Product filter and add all included products to the same filter. Repeat this process until you have added all the products.
Category: Narrow by contacts who have purchased a product from a specific category or abandoned a product from a category in their cart. Remember that within your store, products can be configured to be in multiple categories or collections.
How to use it: For one category, select the Category filter and search for the product to be included or excluded. Then select “Save” to save the Trigger step.
To include multiple categories: If the customer can qualify by purchasing from one category OR another category, select the Category filter and add all included categories to the same filter. Repeat this process until you have added all the products.
Purchase / Cart Value: Use this filter to narrow the recipients of the Flow by the value or amount of their purchase or the amount of the items in their abandoned cart.
How to use it: Add Filter and select “Purchase Value”. Then choose one of the options below to input the value
Purchase / Cart Quantity: Use this filter to narrow the recipients of the Flow by the quantity or number of items purchased or abandoned in their shopping cart.
How to use it: Add Filter and select “Cart Quantity”. Then choose one of the options below to input the value.
Previous Purchase: Use this filter to determine if the contact has made a previous purchase before, making them an existing customer or a new customer.
How to use it: New Customers can easily be filtered using the previous purchase filter. First, Add Filter then select Previous Purchase. In the dropdown, select “Recipient has not made a purchase”. Then “Save”.
For Existing Customers, select “Recipient has made a purchase”. - use the date range, purchase quantity or purchase value filters to specify what previous purchasers qualify for your flow.
Data Source: Contacts added to Springbot through a Springbot Sign Up Form (pop up or embedded form.
How to use it: Add Filter and select “Data Source” then ensure the next option is set to “Sign up Form”. Select “Save”