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. Choose whether you want to create a (global) trigger or only for a specific Site.
  5. Click New trigger.
  6. Enter a Display name for the new trigger.
  7. 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 the data of a contact is updated. You can specify an additional Condition that must be fulfilled for the trigger to start the process.

    Activity performed

    Activates the process when contacts perform a specific activity on the website.

    • 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.

    You can only create Activity performed triggers for specific sites.

    Score exceeded

    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.

    You can only create Score exceeded triggers for specific sites.

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  8. 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. Use the Site selector to access a list of either (global) triggers or triggers created for specific sites.
  5. Edit the trigger.
  6. Save the modified trigger.