Below are all of the most common triggers you might want to use when sending out automated communication from the sheepCRM. If you want to use any of these you simply need to create an email template and use the trigger action as the name of the email.
Contact
Contact Created
Undeliverable email - generated when an email bounces. You can use this with a send to fixed address action to alert your team.
Achievement Completed - for use with sheepTeams achievements.
Mailchimp - Various options
contact_created
email_undeliverable
enrichment
export
failed_login
multiple_failed_login
login
Membership
New member emails
The time period after represents the time after they became a member.
new_membership
new_membership_1d
new_membership_2d
new_membership_180d
new_membership_1wk
new_membership_2wk
new_membership_3wk
new_membership_4wk
Membership Renewal emails
- Manual Renewal (membership plans not set to auto-renew)
Labelled expiring because they will expire without action, the time period represents the time before expiring.
expiring_1wk
expiring_2wk
expiring_3wk
expiring_4wk
expiring_6wk
expiring_soon (time period designated automatically by Sheep; typically the day before for an annual membership)
- Automatic Renewal (auto-renewing membership plans)
The time period represents the time before renewal.
renewing_1wk
renewing_2wk
renewing_3wk
renewing_4wk
renewing_soon (time period designated automatically by Sheep; typically the day before for an annual membership)
Additional renewal conditions
renewing_1wk_no_dd_mandate
renewing_2wk_no_dd_mandate
renewing_3wk_no_dd_mandate
renewing_4wk_no_dd_mandate
renewing_soon_no_dd_mandate
renewing_1wk_woo
renewing_2wk_woo
renewing_3wk_woo
renewing_4wk_woo
renewing_soon_woo
- Renewal Confirmation
renewal_confirmation (triggered when the user renews)
renewed_membership (triggered when the renewed membership starts)
renewed_membership_1wk (triggered 1 week after the renewed membership starts)
renewed_membership_2wk
Expired membership emails
lapsed_180d
lapsed_1d
lapsed_1wk
lapsed_2wk
lapsed_3wk
lapsed_4wk
lapsed_90d
Cancelled membership emails
cancelled_membership
cancelling_membership
Linked Members
linked_member_added_no_useraccount (or inactive user account)
linked_member_added
linked_member_removed
Please note: These will only send automatically as a result of admin contacts adding or removing linked members in sheepApp. If you add or remove linked members in the core CRM you will need to send these messages to them manually from the messages section.
Payments
membership_payment_received
ticket_payment_received
donation_payment_received
order_payment_received
reservation_payment_received
invoice_payment_received
payment_received
no_payment_membership_90d
payment_failed (just GC)
no_payment_membership_1d
no_payment_membership_1wk
no_payment_membership_2wk
no_payment_membership_3wk
no_payment_membership_4wk
document_payment_received
Events
ticket_confirmation is sent for each ticket ordered, if you order 4 tickets at the same time you will receive 4 ticket confirmation emails. order_payment_received sends a single email per order, it's useful to send information about the total cost and payment, like a receipt. It does not contain any ticket information.
Please note: Comms will go to the person who placed the order not the attendees.
ticket_confirmation
order_payment_received
ticketed_event_minus_1d
ticketed_event_minus_2d
ticketed_event_minus_1wk
ticketed_event_minus_2wk
ticketed_event_minus_90d
ticketed_event_7
ticketed_event_1
ticketed_event_0
ticketed_event_minus_4wk
Reservations
reservation_created
reservation_cancelled
reservation_state_{from}_to_{to}
GoCardless
Only available if you are using GoCardless
mandate_active: the mandate has been successfully set up by the customer’s bank
mandate_cancelled: the mandate has been cancelled
mandate_expired: the mandate has expired due to dormancy
mandate_failed: the mandate could not be created
mandate_pending_customer_approval: the mandate has not yet been signed by the second customer
mandate_pending_submission: the mandate has not yet been submitted to the customer’s bank
mandate_submitted: the mandate has been submitted to the customer’s bank but has not been processed yet
mandate_created
gocardless_sync
gocardless_error
payment_failed
Invoices
Invoices without a payment triggers
no_payment_invoice_*
Available for 1wk, 2wk, 90d and 180d.
no_payment_invoice_7
no_payment_invoice_28
no_payment_invoice_90
no_payment_invoice_180
Note this is a check for invoices with no payment. A deposit or part payment will cause this trigger not to fire.
Fundraising
donation_payment_received
Membership Applications
application_accepted
application_rejected
application_submitted
Forms & Responses
form_response_created
form_response_submitted
form_response_withdrawn
form_response_scoring_complete
form_response_state_{from}_to_{to}
Form Scoring
form_score_review_by_14
form_score_review_by_7
form_score_review_by_2
form_score_review_by_1
form_score_review_by_0
form_score_review_by_minus_1d
form_score_review_by_minus_2d
form_score_review_by_minus_1wk
form_score_expiry
Evidence & References
evidence_draft_reference_1wk
evidence_draft_reference_2wk
evidence_draft_reference_3wk
Virtual Meetings
vm_start_7
vm_start_1
vm_start_0
vm_start_minus_1d
vm_start_minus_2d
vm_start_minus_1wk
vm_start_minus_2wk
vm_start_minus_3wk
vm_start_minus_4wk
vm_start_minus_30
vm_start_minus_90d
Mailchimp
mailchimp_open
mailchimp_click
mailchimp_bounce
mailchimp_sent
mailchimp_unsubscribe
mailchimp_sync
WooCommerce
woocommerce_sync
woocommerce_error
Deprecated/Legacy
donation
pledge
**Timing
Events old than 36 hours will not trigger an event. This allows you to enter older data without fear of triggering actions. e.g. backfilling payments without sending receipts.
Events dates use the date of the thing that are referring to e.g. for payments it is the payment date, tickets use the creation date of the record (usually representing the purchase date)