How do I Set Event based Triggers in Targets App?

Updated on April 25, 2017 01:49AM by Admin

The Event Based Triggers in the Targets App are utilized, when we have to execute an action after the occurrence of a certain event. Here, the trigger can be set for the events like Target Lists Creation, Target Lists Updation and Target Lists Deletion.

Once a trigger criteria are set, there are three automatic actions that can be triggered:

  • Send Email - An email can be triggered to the Referred By, Assigned To, Customer, Employee or a Team.
  • Update Attribute - Updates a particular attribute value.
  • Update Associated Object Attributes - Updates the attribute values of its associated objects.

Note: More than one action can be added for a trigger.

For instance: Consider a Sales Manager, who wants to trigger an email to the employee, whenever a target list is created for his business category "Consultant" (Categories = Consultant).

Steps to Create an Event Based Trigger

  1. Go to Targets App.
  2. Click on “More (...)” icon -> “Settings” -> “Targets” -> “Triggers”.
  3. Select “Event Based” triggers option. Click on “Create”.
    create time based triggers
  4. In the creation page, define the following:
    • Name - Enter the name of the event based trigger.
    • Enabled - Slide the toggle ON, to keep this trigger working.
    • Event - Select “Target Lists Created” by checking on the respective radio button.
      enter event based trigger name
  5. In the “Criteria” section, define the criteria as “Categories = Consultant”, by selecting the required attributes from the drop down.
    select event based trigger criteria
  6. In the “Action” section, select “Send Email”.
    select actions for event based trigger
  7. The Create External Email popup will be displayed. Select “Trigger To” as “Employee”.
  8. Click on “Create”.
    click on create
  9. Finally, click on “Create” to complete.
    create event based trigger
  10. So, now whenever a target list with less than 10 objects is created, an email will be triggered to that employee.
    mail triggered