Set Date/Time, Delay and Send Limit

The triggered activity needs to be configured to target subscribers based on an event. The activity send can be delayed - on an hourly, daily, weekly, monthly, yearly basis based on your requirements. You can also set a send limit to abort the trigger when you want to prevent the activity sending if you have more than a certain number of recipients.

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:

• Distribution Type: Event-based trigger
• 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.
• Trigger Event: Pick an option to trigger the activity based on the event. There are 8 options to choose from.
  • Being sent an activity: This targets subscribers who were already sent a particular activity.
  • Opening an activity: This targets subscribers who opened a particular activity.
  • Submitting a form: This targets subscribers who submitted a form.
  • Subscribing to a list: This targets subscribers who were added/subscribed to a particular last.
  • Purchasing: This targets subscribers who made a purchase on your website (e.g subscribers who made a purchase of over $100)
  • Abandoned: This targets subscribers who abandoned their cart.
  • Viewed a webpage: This targets subscribers who viewed a webpage. You can target using the pageUri or url.
• Delay between Event and Send: Pick an option to trigger the activity hourly, daily, weekly, monthly or yearly (e.g if you schedule an event-based trigger - being sent an activity with a delay of 1 day, a subscriber that was sent activity on the 1st will receive the event-based trigger activity on the next day.)
• Subscriber Send Frequency: In this field, you can pick an option between 'send only once' or 'send once' every day/weeks/months/years (e.g if you choose 'send once', for an event - subscribing to a list, the subscriber will only receive the activity once.)
• Send Limit: You can use this field if you know how many recipients an activity should be sent to each time and you don't want to send it if there are more recipients than expected. If you leave this field blank, then this send limit won't apply. For instance, if there are 500 in this field and it targets subscriber list X which includes 1000 subscribers, the activity will not be sent at all.
  Note: send limit should only be used for triggers and not immediate or scheduled broadcasts

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 repetition 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

1. Approve and deploy your activity to initiate the trigger by clicking the 'Approve' button.

2. A small box will appear on the left for approval. There are 3 checkboxes for you to tick and a text field for comments. Tick all 3 checkboxes and click on 'Approve' to confirm.

3. Once approved, the following box will appear at the top of of your activity. Click on 'Schedule trigger...' to schedule your event-based trigger activity.

4. After you've clicked on the 'Schedule trigger...', a pop-up should appear on the left side of the activity panel. In this pop-up, you will be able to confirm the trigger recipients, target expression and the throttle rate. Click on the 'Schedule Email' to confirm your trigger activity.

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