Automation Triggers

Here is a list of triggers you can use when creating a new automation rule:-

Subscriber-Based Triggers

Subscriber-based triggers are a type of automation rule triggers that are based on changes to a subscriber’s information or status.

These triggers allow you to automate tasks and actions based on a subscriber’s interactions with your email marketing campaigns, such as when they join your email list or click on a link.

In this section, we will explore the different subscriber-based triggers available and how they can be used to automate your workflow.

New subscriber

The New Subscriber trigger is an automation rule trigger that is triggered when a new subscriber joins your newsletter. This trigger allows you to automatically perform an action, such as sending them a welcome email or adding the subscriber to a specific email list.

This can help to build a stronger relationship with your new subscribers and encourage them to continue engaging with your content.

Opened email

This trigger is fired when a subscriber opens one of your email campaigns.

For example,

You could use this trigger to automatically send a follow-up email to subscribers who have opened one of your emails, thanking them for their engagement and providing them with more information or special offers related to the content of the original email.

This can help to build a stronger relationship with your engaged subscribers and encourage them to continue engaging with your content.

This trigger is fired when a subscriber clicks on a link in one of your email campaigns. It’s especially useful in cases where you want subscribers to segment themselves.

For example,

You can send a welcome email to subscribers containing links to relevant categories on your websites. You can then create a new automation rule that automatically applies tags to subscribers based on which links they click.

Subscriber tagged

This trigger is fired whenever a given tag is added to a subscriber.

For example,

You could use this trigger to automatically send a targeted email to subscribers who have been tagged as “interested in sports,” providing them with information about upcoming sports events or special offers on sports-related products.

Subscriber untagged

This trigger is fired whenever a given tag is removed from a subscriber. This can help you to quickly and easily manage your email campaigns and ensure that your subscribers are only receiving content and offers that are relevant to their interests or behaviors.

For example,

You could use this trigger to automatically remove subscribers who have been untagged as “interested in sports” from your sports-related email campaign, ensuring that they only receive emails that are relevant to their interests. This can help to improve the relevance and effectiveness of your email marketing efforts.

Subscriber added to a list

This trigger is fired whenever a subscriber is added to a specific list.

Subscriber removed from a list

This trigger is fired whenever a subscriber is removed from a specific list.

Unsubscribed

This trigger is fired whenever a subscriber unsubscribes from your newsletter.

For example,

You could use this trigger to automatically send a follow-up email to subscribers who have unsubscribed, asking them for feedback on why they decided to unsubscribe and providing them with an opportunity to opt back into your emails.

User-Based Triggers

These triggers allow you to automate tasks and actions based on a user’s interactions with your system, such as when they create an account or update their profile.

In this section, we will explore the different user-based triggers available and how they can be used to automate your workflow.

User created

This trigger is fired when a new user is added to your website. It allows you to automatically perform an action, such as sending them a welcome email or adding the user to your CRM.

This can help you to quickly and easily engage with new users and provide them with valuable information or resources.

User updated

This trigger is fired when a user updates their profile details or their user role changes. It allows you to automatically perform actions, such as sending them an update email or syncing the user’s details in your CRM.

WooCommerce-Based Triggers

These are triggers that are specific to WooCommerce. They allow you to automate tasks and actions based on a customer’s interactions with your WooCommerce store, such as when they make a purchase or request a refund.

In this section, we will explore the different WooCommerce-based triggers available and how they can be used to automate your e-commerce workflow.

Lifetime value

This trigger is fired when a customer’s lifetime value (the total amount they have spent in your store) reaches a specific amount.

It allows you to automatically perform actions such as sending a thank-you email or offering a next-order discount. This can help you to reward your most valuable customers and encourage them to continue making purchases in your store.

Product purchase

This trigger is fired when a customer purchases a specific product.

It allows you to automatically perform actions such as sending them a review-request email or offering a related product. This can help you to provide personalized and timely offers to customers based on their interests and previous purchases.

For example,

You can add the customer to a specific course in your CRM, allowing you to offer paid email courses on your site.

Product refunded

This is fired when a customer is refunded for a specific product. You can use this to remove customers from your CRM, send apology emails, etc.

Order created

This trigger is fired whenever a new order is created in your store. Note that the order is yet to be paid for by the time this trigger is fired.

It can help you to manage your orders and keep track of your inventory in real time.

Order updated

This trigger is fired when the information or status of a given order is updated. It allows you to automatically perform actions such as sending update emails and syncing the order with your CRM.

Order pending payment

This trigger is fired whenever an order is marked as pending payment.

Order held

This trigger is fired whenever a customer’s payment is awaiting confirmation by the store’s admin.

Order failed

This trigger is fired whenever an order’s payment fails.

It allows you to automatically perform actions such as sending a failure email or offering assistance. This can help you to handle failed orders quickly and efficiently, and potentially recover the sale.

Order processing

This trigger is fired when an order is marked as being processed.

Order paid

This trigger is fired as soon as the payment for a given order is received. It can help you to manage orders that are ready to be fulfilled and ensure that they are processed quickly.

Order completed

This trigger is fired as soon as an order is marked as completed. It allows you to send a thank-you email or automatically sync the order details with your CRM.

Order refunded

This trigger is fired as soon as an order is refunded. It allows you to send confirmation emails to your customers and tag or untag them in your CRM.

This can help you to manage your refunds and keep track of your inventory in real time.

Order canceled

This trigger is fired when an order is canceled.

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