Journey Triggers
Learn to use Triggers to create personalized journeys on the Netcore CE dashboard.
Triggers in Journey define the condition that would start the flow of actions you have defined. Use triggers like Activity, Segment, Geofence, and so on to segment users and ensure targeted communication. Refer to this document to learn how to create a journey.
The six types of triggers are:
Add Triggers to Create Personalized Journeys
Activity
The Activity trigger enables you to start a journey when a user performs a specific action. This could be opening an email, clicking a push notification, purchasing, visiting a website and so on.
Follow the given steps to use this condition.
- Drag & drop the Activity trigger on the Journey canvas.
- Click the Activity trigger to set the conditions. The Trigger- Activity screen appears. First, select the activity type. Refer to the table for the options available here.
| Activity type | Description | Activity status |
|---|---|---|
| App/ web activity | Checks if a user performed specific actions on your app or website. | Select custom or system events from the dropdown. Specify the captured parameter if needed. |
| Email activity | Checks if a user interacted with an email, such as opened or clicked it. | Open, Click, Hard Bounce |
| WhatsApp activity | Checks if a user engaged with a WhatsApp message, like viewing or responding. | Open/Read, Deliver, Click, Fail |
| RCS activity | Checks if a user interacted with an RCS message, such as reading or clicking links. | Open/Read, Deliver, Click, Fail |
| Viber activity | Checks if a user engaged with a Viber message, like viewing or clicking. | Open/Read, Deliver, Click, Fail |
| Zalo activity | Checks if the Zalo message was delivered or failed to the user. | Deliver, Fail |
| SMS activity | Checks if a user received or engaged with an SMS message. | Deliver, NDNC Drop, Others, Click on link |
| App push notification activity | Checks if a user interacted with an app push notification, like clicking. | Deliver, Click, Fail |
| Web push notification activity | Checks if a user engaged with a web push notification, like clicking. | Deliver, Click, Fail |
| Web message activity | Checks if a user engaged with a web message like viewing or clicking. | View, Close, Click |
- Define Repeat Frequency from the dropdown. Refer to the table for the options available here.
| Repeat Frequency Options | Description |
|---|---|
| Every time this event happens | Triggers the journey each time the specified event occurs for a user. There is no limit to how often the journey is triggered. |
| First time this event happens | Triggers the journey only the first time a user performs the specified event. Subsequent occurrences of the event will not trigger the journey. |
| Every day | Triggers the journey once per day if the specified event occurs. If the event happens multiple times in a day, it will be considered only once. |
| Every week | Triggers the journey once per week if the specified event occurs. Multiple occurrences within the same week will not trigger additional journeys. A week here is rolling seven days. For example, if journey is activated on Wednesday, then such journey will be repeated on next Wednesday. |
| Every month | Triggers the journey once per month if the specified event occurs. Additional occurrences within the same month will not trigger the journey again. A month here is rolling 30 days. For example, if the journey is activated on the 15th of March, then such a journey will be repeated on the 15th of April. |
| Once every specific duration | Allows users to define a custom interval (days/weeks/months) to trigger the journey. For example, setting every 5 days means the journey will trigger once every 5-day rolling window. The maximum limits are 90 days, 5 weeks, or 5 months. |
| Skip user if already in the journey | Ensures a user is added to the journey only if they are not already part of it. If the user is still in the journey, they will be skipped even if the trigger event occurs again. We consider a user is part of the journey when she/he is waiting in wait node or the delay node. |
- Once done, click SAVE.
Segment
The Segment trigger allows you to launch a journey when a user enters a created segment. For example, the journey starts automatically if a user moves from New Users to Returning Users. This is useful for targeting users based on their changing behavior, patterns, or attributes.
Follow the given steps to use this trigger.
- Drag & drop the Segment trigger on the Journey canvas.
- Click the Segment trigger to set the conditions. The Trigger - contact exists in the segment screen appears. Refer to the table for the options available here.
| Option | Sub-option | Description |
|---|---|---|
| Select segment | Select a pre-created segment from the dropdown. | |
| Repeat Frequency | Define how often the journey should check for users in the list. | |
| Every hour | Checks the segment every hour and triggers the journey for new users added. | |
| Every day | Checks the segment once per day and starts the journey for new users. | |
| Every week | Checks the segment once per week and starts the journey for new users. A week here is rolling seven days. For example, if journey is activated on Wednesday, then such journey will be repeated on next Wednesday. | |
| Every 2 weeks | Checks the segment every two weeks and starts the journey for new users. | |
| Every month | Checks the segment once per month and starts the journey. A month here is rolling 30 days. For example, if the journey is activated on the 15th of March, then such a journey will be repeated on the 15th of April. | |
| Every 2 months | Checks the segment every two months and starts the journey. | |
| Once every (Specific duration) | Define a custom duration for checking the segment and starting the journey. For example, setting every 5 days means the journey will trigger once every 5-day rolling window. The maximum limits are 90 days, 5 weeks, or 5 months. | |
| Select Users | Select which users should enter the journey. Note: Once the journey is deployed, the selected user criteria cannot be changed. | |
| All Users | Includes all users from the selected segment. | |
| New Users | Includes only users who are newly added to the segment after the journey starts. |
List
The List trigger helps you start a journey for users who belong to a specific contact list. Whenever new users are added to the list, they enter the journey automatically. This is useful for running campaigns on a predefined audience.
Follow the given steps to use this trigger.
- Drag & drop the List trigger on the Journey canvas.
- Click the List trigger to set the conditions. The Trigger - contact exists in the list screen appears. Refer to the table for the options available here.
| Option | Sub-option | Description |
|---|---|---|
| Select List | Select a pre-created list from the dropdown. | |
| Trigger Frequency | Define how often the journey should check for users in the list. | |
| Every hour | Checks the list every hour and triggers the journey for new users added. | |
| Every day | Checks the list once per day and starts the journey for new users. | |
| Every week | Checks the list once per week and starts the journey for new users. A week here is rolling 7 days. For example, if journey is activated on Wednesday, then such journey will be repeated on next Wednesday. | |
| Every 2 weeks | Checks the list every two weeks and starts the journey for new users. | |
| Every month | Checks the list once per month and starts the journey. A month here is rolling 30 days. For example, if the journey is activated on the 15th of March, then such a journey will be repeated on the 15th of April. | |
| Every 2 months | Checks the list every two months and starts the journey. | |
| Once every (Specific duration) | Define a custom duration for checking the list and starting the journey. For example, setting every 5 days means the journey will trigger once every 5-day rolling window. The maximum limits are 90 days, 5 weeks, or 5 months. | |
| Select Users | Select which users should enter the journey. Note: Once the journey is deployed, the selected user criteria cannot be changed. | |
| All Users | Includes all users from the selected list. | |
| New Users | Includes only users who are newly added to the list after the journey starts. |
Business Activity
Business Activity are actions in a business that marketers track to engage with customers. These events trigger automatic actions, like sending notifications or launching campaigns. For example, a business can email readers when a new article is published. Marketers use these events to update customers on important things like price changes, new products, or service updates.
Example
A customer searched for a Xiaomi phone on Flipkart but the phone was out of stock. Now, Flipkart asked a customer whether they would like to be notified whenever the phone is back in stock in the near future. The customer agreed to be notified. Now, whenever the phone is back in stock, Flipkart would like to send a notification or a series of notifications using multiple communication channels such as email, app push, etc. Now, these particular notifications will be triggered based on the trigger event i.e. Product Back in Stock which is a business event.
Follow the given steps to use this trigger.
- Drag & drop the Business Activity trigger on the Journey canvas.
- Click the Business Activity trigger to set the conditions. Refer to the table for the options available here.
| Option | Sub-option | Description |
|---|---|---|
| Select condition for the target audience | Define the conditions for selecting users based on business activity events. To trigger the journey, select from system-created events or custom events. | |
| Source | Define where the business activity occurs. | |
| any source | Triggers the journey regardless of the source (website or app). | |
| any website | Triggers the journey for users engaging with any website. | |
| any app | Triggers the journey for users engaging with any app. | |
| specific website | Triggers the journey only for users engaging with a particular website. | |
| specific app | Triggers the journey only for users engaging with a particular app. | |
| Time Conditions | Define when the business activity occurred. | |
| any day | Triggers the journey for activities happening on any day. | |
| between | Triggers the journey for activities that occurred within a specified date range. | |
| in the past no. of days | Triggers the journey if the activity happened within the last specified number of days. | |
| exactly before | Triggers the journey for activities that happened exactly a set number of days ago. | |
| Occurrences | Define how often the business activity must happen before triggering the journey. | |
| At least once | Triggers the journey if the activity has occurred at least once. | |
| All occurrences | Triggers the journey every time the activity happens. | |
| Number of occurrences | Triggers the journey if the activity happens a specified number of times. | |
| Number of visits | Triggers the journey based on how many times a user visits the source. | |
| Number of occurrences in a visit | Triggers the journey if the activity happens a specific number of times within a single visit. |
Geofence
The Geofence trigger enables you to start a journey when a user enters or exits a certain geographical area. This could be a store, an event venue, or any location you set up. It is helpful for location-based marketing and helps you send personalized messages or reminders when users are near or leaving a specific area. For example, you can trigger a special discount notification when a user walks into a mall or a feedback request when they leave a restaurant.
| Option | Sub-option | Description |
|---|---|---|
| Activity | Define the type of user movement that will trigger the journey. | |
| Enter | Triggers the journey when a user enters the selected geofence. | |
| Dwell | Triggers the journey when a user stays within the geofence for a certain period. | |
| Exit | Triggers the journey when a user leaves the geofence. | |
| Select Geofence | Select pre-created geofence from the dropdown. | |
| Select Frequency | Define how often the trigger should be activated for a user. | |
| First time activity happens | Triggers the journey only the first time the user enters, dwells, or exits the geofence. | |
| Every time activity happens | Triggers the journey every time the user enters, dwells, or exits the geofence. |
Merchandising Event
The Merchandising Event trigger helps you engage users based on their interactions with products or categories. If a user views a product or adds it to their cart, you can trigger personalized recommendations or reminders.
If you have not enabled this feature, you will see the following screen. Click I’m Interested to notify us of your interest. We will then reach out to you, or your CSM will enable it.
For assistance, you can also contact the helpdesk, CSMs, onboarding managers, or email implementation_web@netcorecloud.com.
Refer to the given table to know the four triggers available here.
| Trigger | Description |
|---|---|
| Price drop | Notify users when the price drops for products they engage with. |
| Back in stock | Alert users when products they engaged with are available again. |
| Stock running out | Notify users about the low stock of products they are engaged with. |
| New arrival | Inform users about new products that match their preferences. |
Refer to this document to learn about Merchandising Events.
Updated 8 days ago