This tutorial will give you an overview of how to build and utilize triggers. First, let’s talk about what triggers are: Triggers are essentially “if, then” statements that automate features of your system. There are numerous ways to customize these features so that IF something happens in your system, THEN a particular action (or actions) will follow. By setting up these automations, you’re able to operate your business more efficiently.
There are 2 parts to creating a trigger, the “IF” is Part 1: What should trigger this rule.
The “THEN” is Part 2: What actions should be perform?
You can completely customize these features with one or multiple actions. Some common examples of triggers are shown below:
IF the customer reply is “stop” > THEN the DND is enabled.
IF the Two step order form completed THEN add the contact to a campaign and tag the contact.
IF a form is submitted THEN add the contact to a campaign, and send an email notification to the User.
IF a customer booked an appointment THEN add them to the Appt. Reminder campaign, and send a notification to the User.
Once you’ve created a trigger, click Save in the top right. By default, it will be set to “Draft” mode, so you’ll need to switch that dropdown to “Activate” in order for the trigger to function.
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. […]