Setting Up an Email Trigger

Trigger is the event or the sequence of events that as a result generates a chain of emails.

Each campaign has at least one trigger, attached to it. To edit trigger, you need to proceed to Marketing -> Follow-Up Email -> Manage Campaigns and pick up a Campaign, or directly click on the corresponding button on Trigger Pane.

Trigger Edit

Each trigger has its own subpane on Campaign edit page.

It has two basic parameters, that are required for proper work:

  • Event - is the action, that will trigger email sending;
  • Audience - is the customers' group, which are eligible for receiving emails.

Trigger Pane

Assigning an Event

Event - is the certain action of a visitor (e.g. log in, registration, placing an order) or action of a system (e.g. change order status, change of the price).

To assign an event to the Trigger, press edit link on Event block. You will be asked for two parameters:

  • Triggering Event - is the event, that launches campaign;
  • Cancellation Event - is the event, that will stop sending email.

Both parameters use the same Event List, that can be seen here.

Example

If you need to send follow-ups, tracking order status, then:

  • Triggering Event: Sales / Order obtained Pending status
  • Cancellation Event: Sales / Order obtained Completed status

Marking an Audience

Audience is definitions of customers, that are eligible to receive emails during current campaign.

This block can be empty: in this case all your customers will be eligible for campaign and emails sending. But if you wish to have different email flow for different groups of customers, you need to mark Audience.

You need to press edit link at Audience block to see an audience conditions.

Audience Rule

This rule allows you to use the following conditions for limiting campaign audience, which are grouped to categories:

  • Store
    • Lifetime Sales
    • Number of Orders
  • Products
    • Products Subselection - allows to analyze current cart or order (this condition used on Order-connected events). It spawns condition sub-block If ALL/ANY products in cart/order matching these conditions, which can contain one or more products properties, which should trigger an email.
    • Products Attribute Value Comparison - allows to compare elements of cart or order. Also spawns sub-block with one or more conditionals.
  • Order
    • Grand Total
    • Shipping Method
    • Shipping Created
    • Payment Method
    • Invoice Created
    • Status
    • Created At
    • Updated At
    • Total Quantity of Products - a total quantity of ordered products.
    • Total Count of Products - a count of unique product titles in ordered quote.
    • Updated At Time
  • Follow-Up Email
    • **Recipiend has Follow-Up Emails
  • Customer contains customer's properties, such as Name, Email, Gender and so on.
  • Shipping Address contains address properties, such as Country, City, Street and so on.

After configuring Event and Audience, you can add email to the chain and test the new trigger.

  • (DEPRECATED) Administrator Trigger

    In older versions in addition to simple triggers there was also Administrator Triggers.

    The benefit of the Administrator Trigger is that you can use it to send an email to yourself when a particular event is triggered in your store. So it serves just like a notifier or reminder about certain events occurred in your store.

    Some examples, when you may want to send a message to yourself:

    • someone places an order for a large amount
    • client leaves a review for your products
    • new customer from a specific country is registered
    • customer adds some specific product to the wishlist
    • customer's lifetime sales exceeds some point, so you want to remind yourself to contact him individually

    If you still use old version, you can create the Administrator Trigger with Add New Administrator Trigger at Trigger edit page.

    Create Administrator Trigger

    After that you should fill one additional field in the trigger's settings:

    • Recipient Email - specify target email addresses, separate e-mails by commas.