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Kentico EMS required
Features described on this page require the Kentico EMS license.
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.
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.
Open the Marketing automation application.
Edit () the process for which you want to create the trigger.
Switch to the Triggers tab.
Click New trigger.
Enter a Display name for the new trigger.
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.
|
Contact scored X or more | Activates the process for contacts that exceed a specified score value.
|
Save the new trigger.
The process now automatically starts for all contacts that fulfill the conditions of the trigger.