In Taguchi, Triggers are what start an automated message or journey. They help you deliver the right message to the right person at the right time—automatically.

There are three main types of triggers:

• Event triggers: Activate when someone takes an action—like signing up through a webform, making a purchase, or visiting a webpage.
• Scheduled triggers: Run at specific times or on a repeating schedule—ideal for sending birthday greetings, renewal notices, or regular updates.
• API triggers: Start from an external system that tells Taguchi to launch a journey, enabling seamless cross-platform automation.

Triggers can be used across a wide range of customer journeys—whether you're welcoming new users, re-engaging inactive contacts, sending transactional updates, or responding to web behaviour in real time.

And it's not just limited to email—Taguchi can also send messages through SMS and other channels to ensure a consistent experience across platforms.

What are event-based triggers?

Event-based triggers enable you to automatically send communications in response to various subscriber behaviours. Examples of trigger events include:

• Being sent an activity.
• Opening an email.
• Submitting a form.
• Subscribing to a list.
• Making a purchase.
• Abandoning a cart.
• Viewing a webpage.

These triggers can be customised with options such as delays (e.g., sending a follow-up email a day after a purchase), send frequency limits, and recipient caps to control the number of messages sent.

Setting up an event-based trigger

To create an event-based trigger in Taguchi:

1. Create or edit an activity: Start by setting up a new activity or editing an existing one within your campaign folder.
2. Configure trigger settings:
   • Distribution type: Select "Event-based trigger".
   • Start date/time: Select a date and time that the trigger will be live.
   • Trigger event: Choose the specific event that will activate the trigger (e.g., "Opening an activity").
   • Activity: By selecting an activity or several activities here, the trigger will target users who opened the specified activities as it's the trigger event selected above.
   • Delay between event and send: Set a delay period if you want the activity to be sent after a certain time has passed since the event occurred.
   • Subscriber send frequency: Determine how often the trigger should send to the same subscriber (e.g., "Send only once").
   • Send limit: Optionally, set a maximum number of recipients to prevent over-sending.
3. Save and edit content: After configuring the event-based trigger, save your settings and proceed to design the content of your activity.

For a detailed walkthrough, refer to Taguchi's guide on setting up an event-based trigger:

• Setting up event-based triggers article

Practical use cases

Event-based triggers are versatile and can be employed in various scenarios, such as:

• Post welcome series: Sending a follow-up email after a subscriber receives a welcome message.
• Engagement campaigns: Triggering emails when a subscriber opens or clicks on a previous activity.

To deepen your understanding of event-based triggers in Taguchi, here are some valuable resources:

• Introduction to event-based triggers article
• Introduction to event-based triggers video
• Opened email trigger article
• Clicked email trigger article
• Post welcome trigger article

What are scheduled triggers?

Scheduled triggers are a feature in Taguchi that enables the automated sending of activities—such as emails or SMS—at predefined intervals.

These intervals can be hourly, daily, weekly, monthly, or yearly, and are configured using Taguchi's powerful target expression engine.

Here are common use cases for scheduled triggers in Taguchi:

• Birthday greetings.
• Weekly newsletters.
• Renewal reminders.
• Win-back campaigns.
• Post-purchase follow-ups.

Setting up a scheduled trigger

To create a schedule-based trigger in Taguchi:

1. Create or edit an activity: Start by setting up a new activity or editing an existing one within your campaign folder.
2. Configure trigger settings:
   • Distribution type: Select "Scheduled trigger".
   • Start date/time: Select a date and time that the trigger will be live.
   • Trigger interval: Choose the specific interval where the trigger will run.
   • Subscriber send frequency: Determine how often the trigger should send to the same subscriber (e.g., "Send only once").
   • Send limit: Optionally, set a maximum number of recipients to prevent over-sending.
   • Target expression: Include a target expression, where the frequency of this target expression triggering will run based on the trigger interval selected above.
3. Save and edit content: After configuring the trigger, save your settings and proceed to design the content of your activity.

For a detailed walkthrough, refer to Taguchi's guide on setting up a scheduled trigger:

• Setting up a scheduled trigger

Practical use cases

Here are common use cases for scheduled triggers in Taguchi:

• Birthday greetings: Send personalised messages on subscribers' birthdays.
• Welcome triggers: Automatically send welcome emails to new subscribers upon joining a list.
• Post-purchase triggers: Follow up with customers after a purchase to thank them or suggest related products.
• Win-back triggers: Re-engage inactive subscribers who haven't interacted with your content or made a purchase recently.

To learn more about scheduled triggers in Taguchi, here are some valuable resources:

• Scheduled trigger examples
• Birthday trigger article
• Welcome trigger article
• Post-purchase trigger article
• Win-back trigger article

What are API triggers?

API triggers in Taguchi enable real-time automation by integrating external systems—such as websites, e-commerce platforms, or CRMs—directly with Taguchi's messaging engine.

This allows for immediate, data-driven communications like order confirmations, abandoned cart reminders, and personalised follow-ups.

Setting up an API Trigger

To create an API trigger in Taguchi:

1. Create or edit an activity: Start by setting up a new activity or editing an existing one within your campaign folder.
2. Configure trigger settings:
   • Distribution type: Select "Broadcast or API Trigger".
   • Start date/time: Select a date and time that the trigger will be live.
   • Send limit: Optionally, set a maximum number of recipients to prevent over-sending.
3. Save and edit content: After configuring the trigger, save your settings and proceed to design the content of your activity.
4. Integrate via API:
   • Authentication: Ensure secure communication by using HTTPS and appropriate authentication methods, such as API tokens or JWTs.
   • API endpoint: Use the designated API endpoint to send trigger requests.
   • Payload: Include necessary data in your API requests, such as subscriber information and activity identifiers.

These articles offer detailed guidance on setting up and utilising API triggers within Taguchi to enhance your marketing automation strategies.

• Introduction to API Triggers
• API documentation article
• Setting up Abandon Cart Trigger through API

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