How do I Set Time Based Triggers in Contacts App?

Updated on August 2, 2017 12:32AM by Admin

Triggers allows you to perform automated actions like triggering an email or updating an attribute based on a particular criteria. Contacts App allows you to set triggers on
  • Event based
  • Time based
  • Activity based.

Time based triggers are utilized, when we have to execute a work process at certain time based situations. Here, the frequency of execution can be set as One-Time or Recurring.

Lets quickly walk through the steps to create time-based triggers.

Steps to Set Time Based Triggers in Contacts App

  1. " Log in " and access " Contacts App " from the universal navigation menu bar.
  2. Click on " More(...) icon → Settings " located at the app header bar.
    contacts apps contacts
  3. Click on " Contacts " drop down from left navigation panel.
  4. Select " Time Based " under the " Triggers " drop down. Click on " Create ".
    create trigger
  5. You can view the create page where you need to define the following:
    • Name: Name of the time based trigger.
    • Enabled: The trigger created can be toggled on or off to enable or disable it.
    • Execution Frequency: The frequency of execution can be set as One-Time or Recurring.
    • Run On: You can pick a date and time for the time based trigger to occur.
  6. Define the criteria which is the space where the condition for trigger can be defined by selecting attributes and its equivalent values. This example illustrates the criteria and actions as shown below:
    Set 1
    Group 1
    Contact Type = Decision Maker
    conatcts trigger criteria
  7. Under the " Actions " session you can define the automatic action to be triggered for the above created criteria.
    contacts triggers actions
  8. Here, we can define three types of actions:
    • Send Email - An email will be triggered based on the criteria created.
      external email
    • Update Attribute - This action updates the attribute value based on the criteria created.
      trigger action
    • Update Associated Object Attributes - This action updates the attribute values of the associated attributes.
      update associated attribute contacts
  9. After creating action, finally click on “Create” button at the bottom. Thus, the time based trigger will be successfully created.
    contacts trigger created
  10. For instance: A recurring trigger is created which is set to run on every monday, where a mail is triggered to the employee when contacts are created via Decision Maker.
    create trigger