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Set Up A Basic Trigger

Last Updated: 19/2/2020     Tags: trigger, basic, triggers, automate, automation
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  • V5
  • V4

In this article, we will show you how to set up a basic trigger within Taguchi. Basic triggers enable you to automate the sending of an activity in cycles using the powerful target expression engine.

Read more about Basic Triggers.

Set Date/Time and Repetition

The triggered activity needs to be configured to repeat within a defined timeframe. A trigger can be repeated hourly, daily or weekly depending on your intentions for the trigger.

If you are setting up a new activity, click the 'New Activity' button in a campaign folder to set up a new activity. A setup screen will appear.

If you are editing an existing activity, simply navigate to the setup screen by either clicking 'setup' in the activity card actions or within the activity header.

The setup screen will appear with activity options. From here you can set the following options:

  • Date: If you wish to set your trigger to deploy at a later time/date, use the date picker and time picker to choose your desired date/time, otherwise the default date/time is set to fire the trigger immediately after the activity has been triggered/deployed.
  • Repeat: Pick an option to trigger the activity hourly, daily, weekly or monthly. The activity will repeat according to the selected date/time (e.g. if you have selected a date that falls on a Monday, the time as 11am and your repetition setting is set to weekly, the activity will trigger each week on a Monday at 11am)

Save the changes you make by clicking the save button.

Edit Activity Content

You can then begin editing your activity content. View the V5 User Guide for tips on creating your activity content.

Set Target Expression

Click on the 'target' link within the activity header.

Select and refine your target audience using the target expression builder and save your changes. For more information on target expressions, please refer to the Target Expression Reference.

If you set a frequent repeition cycle, remember to exclude subscribers who have already received the activity, otherwise the trigger will contine to send to the same subscribers. You can do this by adding not sent activity X to the target expression (where X is the activity ID).

Approve and Deploy

Approve and deploy your activity to initiate the trigger. If you have scheduled a date/time in future, it will commence broadcasting the trigger on that date/time.

Deploy Button

Several sample triggers are available, please refer to the Trigger Examples.

Set Date/Time and Repetition

The triggered activity needs to be configured to repeat within a defined timeframe. A trigger can be repeated hourly, daily or weekly depending on your intentions for the trigger.

If you are setting up a new activity, click the '+' icon in the top right of a campaign folder

If you are editing an existing activity, navigate to the activity you wish to trigger and select the 'Edit' button in the top right corner of your screen.

A modal window will appear with activity options. From here you can set the following options:

  • Date: If you wish to set your trigger to deploy at a later time/date, use the date picker and time picker to choose your desired date/time, otherwise the default date/time is set to fire the trigger immediately after the activity has been triggered/deployed.
  • Repeat: Pick an option to trigger the activity hourly, daily or weekly. The activity will repeat according to the selected date/time (e.g. if you have selected a date that falls on a Monday, the time as 11am and your repetition setting is set to weekly, the activity will trigger each week on a Monday at 11am)

Save the changes you make by clicking the save button.

Edit Activity Content

You can then begin editing your activity content. View the V4 User Guide for tips on creating your activity content.

Set Target Expression

Click on the Select Recipients... button under Distribution Settings

Select and refine your target audience using the Basic or Advanced target expression editor and save your changes. For more information on target expressions, please refer to the Target Expression Reference.

If you set a frequent repeition cycle, remember to exclude subscribers who have already received the activity, otherwise the trigger will contine to send to the same subscribers. You can do this by adding not sent activity X to the target expression (where X is the activity ID).

Approve and Deploy

Approve and deploy your activity to initiate the trigger. If you have scheduled a date/time in future, it will commence broadcasting the trigger on that date/time.

Deploy Button

Several sample triggers are available, please refer to the Trigger Examples.