Setting triggers for automation processes

By defining triggers, you can configure processes to start automatically. Every trigger has a set of conditions that determine under which circumstances the system runs the related process.

For example, you can create a trigger that automatically initiates a marketing process for all new contacts from a certain country.

Creating triggers

To create a new trigger for an automation process:

Note: Each process can have multiple triggers. Contacts only need to fulfill one of the triggers to start a process.

  1. Open the Marketing automation application.
  2. Edit () the process for which you want to create the trigger.
  3. Switch to the Triggers tab.
  4. Click New trigger.
  5. Enter a Display name for the new trigger.
  6. Select the trigger Type. You can choose from four different types:

    Trigger type

    Description

    Contact created

    Activates the process for new contacts created in Kentico. You can specify an additional Condition that must be fulfilled for the trigger to start the process.

    Contact changed

    Activates the process whenever contact information changes. You can specify an additional Condition that must be fulfilled for the trigger to start the process.

    Contact performed an activity

    Activates the process when contacts perform a specific activity.

    • Select the Activity type that contacts must perform to initiate the process.
    • You can specify an additional Condition that must be fulfilled for the trigger to start the process. Use the Activity... rules to specify detailed requirements for the trigger activity.

    Contact scored X or more

    Activates the process for contacts that exceed a specified score value.

    • You can specify an additional Condition that must be fulfilled for the trigger to start the process.
    • Select which score the trigger monitors using the Score name field.
    • Type the Score value that contacts must reach to initiate the process.

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  7. Save the new trigger.

The process now automatically starts for all contacts that fulfill the conditions of the trigger.

Kentico EMS required

Features described on this page require the Kentico EMS license.

Modifying existing triggers

  1. Open the Marketing automation application.
  2. Edit () the process whose triggers you want to modify.
  3. Switch to the Triggers tab.
  4. Edit () the trigger.
  5. Save the modified trigger.

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