Event- or time-scheduled campaign triggers

How are Triggers handled?

There are four types of Triggers with these live behaviors:

  • Now – will stream all customers to the flow immediately after execution
  • On date – will stream all customers to the flow on the specified date and time
  • Repeat – will stream all customers to the flow repeatedly, based on the specified time condition
  • On event – will stream a single customer to the flow every time the specified event is tracked to this customer. This excludes Exponea generated events, such as merge, campaign or survey.

 

Triggers

 

Now trigger

At the moment of the execution the Now trigger will stream all customers (present in your project at the time) into the flow.

 

After the trigger streamed customers into the flow

After all customers were streamed, this trigger becomes inactive. This is indicated by the trigger text turning gray with the word “(inactive)” being added at the end.

Important: Inactive Now trigger will not stream customers into the flow during repeated executions anymore.

 

Example of the Now trigger in use

This scenario will try sending all customers an email immediately upon execution.

 

Usages

Common usage is executing a one-time scenario immediately (e.g. sending a newsletter, setting a customer attribute for a segment).

Repeat trigger

At the moment of the execution this trigger will become live. Live Repeat trigger will stream all customers to the flow repeatedly based on the specified time condition.

 

Editing the Repeat trigger

The trigger is executed repeatedly during the time specified in the time range based on the options you choose inside the edit window of the trigger.

 

Daily repeat:

This Trigger will stream customers into the flow everyday at 5:12 AM of your local time:

 

Weekly repeat:

Option Weekly let’s you choose selected days of the week when the trigger should be executed.

This trigger will stream customers into the flow every Tuesday and Friday at 5:12 AM of your local time:

 

 

Monthly repeat:

Option Monthly let’s you choose only selected days of the month when the trigger should be executed.

This trigger will stream customers into the flow on the 1st, 16th and on the last day of the month, every month:

 

 

Editing the time range:

It is also possible to limit the time range during which the repeat trigger should be active. You can specify the time range after turning on the Time range picker.

Without specifying the time range the Repeat trigger will be active as long as the scenario is active.

 

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Repeated execution

The same customers can be streamed into the flow repeatedly. You can see how many times the trigger was executed in the View mode.

Unlike Now and On date triggers, Repeat trigger will not go inactive after its execution.

 

Example of a Repeat trigger in use

This scenario will try sending a reactivation email everyday to customers who match the condition (they were last seen exactly 30 days ago)

 

Usages

 

There are many usages for the repeated scenarios such as:

  • reactivation of inactive customers
  • sending periodical updates
  • resetting customer attributes

On event trigger

On event trigger becomes live when the scenario is executed. From this moment on, it will stream a single customer into the flow every time the specified event is tracked to the customer.

 

Editing the On event trigger

For the trigger to work, you must first specify the event in the edit window. It is possible to select only tracked event attributes.

 

On event execution

The same customer can be streamed into the flow multiple times.  You can see how many times the trigger was executed in the View mode.

 

Unlike other triggers, the On event trigger always streams only a single customer into the flow. Similarly to the Repeat trigger, it will also not go inactive after its execution.

 

Important: Be careful when creating On event scenarios as this trigger will fire every time the specified event is tracked to a customer. You should use such scenarios only with events that happen occasionally (e.g. reading an article, session end, purchase).

 

Example of the On event trigger in use

This scenario will send the customer who ended his session a push notification after a two hour wait.

 

Usages

The On event trigger is the most flexible trigger available in Exponea’s scenarios. By using this trigger you are able to create automated scenarios for reactivation or engagement.

For example you can:

  • send customers an email after registration
  • send a push notification after customer ends their session
  • display different content on your webpage depending on which pages customer visited