Triggers are conditional-based actions sometimes referred to as automation. Triggers will do something based upon an activity or condition(s) that have been pre-set.

The email or text can be scheduled at different times based upon the “condition” that you pre-set.

Step 1:

From the transaction, go to the Triggers tab.

Step 2:

Click the Add Trigger button.

Step 3:

Select a trigger function

Step 4:

Click the Add button.

Step 1:

After adding a trigger or applying a template, you can add a condition (s) by clicking the +Add Condition link.

Step 2:

It will pop up a left-hand panel to choose one of the Conditional Types - Property Field, File Role, and Contact Role.

Step 3:

For choosing a Property Field, you have to select one of the fields from the drop-down menu. For choosing a File Role or Contact Role you have to select one of the available file or contact roles.

Step 4:

Choose one of the Operators then select one of the Enter Values (if applicable) and click the Add button.

Adding or creating a child conditional is if you want to have an either-or condition from the trigger. If the main condition is not true then it can be bypassed by the child’s condition.

Step 1:

After adding a condition, you can click the Field, Contact, or File Role.

Step 2:

It will pop up a left-hand panel to create a child conditional. It’s the same process as adding conditions.

Step 3:

Once you add the child conditional, it will indent this child conditional from the main condition.