Creating triggers |
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Creating triggers |
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Creating triggers |
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Creating triggers |
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By defining triggers, you can configure processes to automatically start for contacts. Every trigger has a set of conditions that determine under which circumstances the system runs the related process.
For example, you can create a trigger that automatically initiates a marketing process for all new contacts from a certain country.
To create a new trigger for an automation process:
Note: You can add any number of triggers for a single process.
1. Navigate to CMS Desk -> On-line marketing -> Processes.
oYou can also create triggers in Site manager -> Tools -> On-line marketing -> Automation processes.
2. Edit (
) the process for which you want to create the trigger.
3. Switch to the Triggers tab.
4. Choose whether you want to create a (global) trigger or only for a specific Site.
5. Click 
New trigger.
6. Enter a Display name for the new trigger.
7. Select the trigger Type. You can choose from four different types:
Trigger type |
Description |
Contact created |
Activates the process for new contacts created in Kentico CMS. You can specify an additional Condition that must be fulfilled for the trigger to start the process.
You can only create Contact created triggers for specific sites. |
Contact changed |
Activates the process whenever the data of a contact is updated. You can specify an additional Condition that must be fulfilled for the trigger to start the process.
You can only create Contact changed triggers for specific sites. |
Activity performed |
Activates the process when contacts perform a specific activity on the website.
•Select the Activity type that contacts must perform to initiate the process. •You can specify an additional Condition that must be fulfilled for the trigger to start the automation process. Use the Activity... rules to specify detailed requirements for the trigger activity.
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Score exceeded |
Activates the process for contacts that exceed a specified score value.
•You can specify an additional Condition that must be fulfilled for the trigger to start the process. •Select which score the trigger monitors using the Score name field. •Type the Score value that contacts must reach to initiate the process.
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8. 
Save the new trigger
The process now automatically starts for all contacts that fulfill the conditions of the trigger.
1.Navigate to CMS Desk -> On-line marketing -> Processes.
2.Edit () the process whose triggers you want to modify.
3.Switch to the Triggers tab.
4.Use the Site selector to access a list of either (global) triggers or triggers created for specific sites.
5.Edit () the trigger.
6. Save the modified trigger.