This tutorial will provide you with a walkthrough on email and phone number mapping from a customer reply, using triggers. Perhaps you have a SMS or email campaign, and a customer writes back to you with a lengthy reply, but you just want to capture their email address or phone number. You wouldn’t want all the text of their reply to be mapped into the email or phone field of their contact record. Because you care about capturing their email address or phone number so you can communicate with them, this trigger functionality is designed to search the message and pull just the email address and/or phone number, and map it into the field appropriately. This will help you compile better information for your contacts.
Step 1: Create Your Trigger
Step 2: How to Apply This Trigger
You can use this functionality based on several filters in the campaign, to set it up in a way that makes best sense for your business. Maybe you want to filter by a specific campaign, reply channel, or only contacts with a specific tag associated to their record. Set the filter(s) however you need.
If you’re wondering how to apply this to your business, perhaps you send an SMS campaign to leads you only have a phone number for, in an attempt to capture email address information. You could send a SMS that states “Hey it’s me, I want to send you a free download. What’s your email address?” And the contact would reply with something like “Hey thanks, it’s [email protected]” or “it’s [email protected]. I look forward to getting the free download!” This trigger will pull just the email address [email protected] into Sally’s contact record. This is just one example of the many ways you can use this feature!
Activate the “Assign To User” trigger to designate Contact allocation to a specific User, tailored to criteria you define. Only Apply To Unassigned Contacts An essential aspect to consider is the toggle labeled “Apply exclusively to unassigned contacts.” When this option is deactivated, and the trigger activates for a contact already assigned to a user, […]
Guidance on dispatching internal notifications within workflows: Set up a new workflow: Click on Start from scratch Click on Create workflow Click on Add New Workflow Trigger Once you configured the workflow trigger: Click on Add your first Action Click on Send Internal Notification Choose the type of notification: Email notification Internal notification: SMS notification […]
Copying triggers proves valuable when you seek to implement identical triggers across various client locations. Rather than starting anew and customizing the trigger each time, duplicating allows you to replicate it effortlessly and tweak as needed. Follow the steps below if you want to copy a trigger:
Loops arise when two Triggers intertwine, either by mutually influencing each other or by one Trigger looping back into itself. These loops create an endless sequence of actions, negatively impacting app performance by monopolizing server resources. Consequently, system enhancements now include a mechanism to detect and restrict Triggers prone to causing such loops, safeguarding against […]
Think of triggers as the backbone of a platform, akin to the intricate connections found in Zapier’s Zaps. These conditional statements seamlessly link various modules, acting as the ‘secret sauce’ that powers the platform’s functionality and brings its coolest features to life. Example: Imagine you’ve configured a Zap within Zapier to transfer leads into a […]
GOHIGHLEVEL TAGS NOT BEING SAVED IN TRIGGERS Using Custom CSS Tag Issue Go to > Settings > Company > Scroll down to the Custom CSS Dashboard. Once in the dashboard, look for the Hide Tags and delete that line in the CSS. You can use ctrl-f to search for it. When adding a tag in […]
Understanding the Functionality of the Stripe One-Time Charge Trigger It is important to note that the Stripe one-time charge trigger is closely linked to the integration of Stripe within the Agency Settings. Please remember that for the one-time charge (OTC) trigger to function correctly, a card must be set as the default payment method within […]
If your Send Email trigger action is not firing, check these four common errors to troubleshoot:
Using lead values in pipelines allows you to help manage your business effectively. Typically a new lead, or ‘cold’ lead, in a beginning pipeline stage isn’t worth as much value as a ‘hot’ lead that’s farther along in the pipeline. In the system, you can create triggers to assign lead values based on specific actions. […]
