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Workflow Triggers

Starting Your Automated Sequences

Written by Rudy Wetou

Workflow Trigger Types:

Manual:

  • Allows you to manually set up the workflow

  • The trigger activates when you initiate it

Automatic:

  • Contacts enter immediately when added to the workflow

  • Best for immediate response sequences

  • No additional conditions required

Tag-Based:

  • Contacts enter when a specific tag is applied

  • Allows conditional workflow entry

  • Great for behavior-based automation

Choose triggers based on when you want contacts to begin receiving your automated message sequence.


Tips for effective trigger implementation:

  • Always test your workflows before activating them for your entire audience.

  • Consider the user journey when selecting trigger types.

  • Use clear naming conventions for your tags to maintain organization.

  • Monitor trigger performance and adjust as needed based on engagement metrics.

By strategically selecting the right trigger for each workflow, you'll create more relevant, timely experiences for your contacts and improve your overall automation effectiveness.

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