The vocabulary
A WHEN, and a THEN.
Every trigger pairs one event with one or more actions. Mix and match across these to automate the moments that matter — and chain several actions off a single event.
Contact is added to a list
by manual entry, API, import, or web form — or filtered to a single source
Contact is added to a segment
any segment, or specific ones — fires when a contact qualifies
A field value changes
any field, or a specific field changing to a specific value
- Start a drip group
- Send a broadcast
- Send a notification email to an admin
- Update a custom field value
- Move the contact to another list
- Copy the contact to another list
- Change status — active or inactive
- Change format — HTML or Text
- Add the contact to suppression
- Delete the contact
Pre-built templates cover the common patterns — welcome on signup, re-engage on inactivity, tag on click — so you start from a working trigger and adjust it, rather than from a blank slate.