Table of Contents

Autopilot Triggers

Rob Howard Updated by Rob Howard

An automation in DailyStory is started using a trigger. Triggers determine how a contact enters the automation. For example: starting an automation when someone completes a form on your website.

Triggers are special because they always start an automation. However, triggers can also be used within the automation. For example, using a "When time has passed" trigger to add a three-day delay between text message sends in a drip campaign.

Triggers can be found in the first column in the Autopilot designer:

DailyStory uniquely offers more than 20 triggers that you can use to start an automation. And, you can use triggers within the automation.

The following is a list and description of each Autopilot Triggers.

When added to this campaign

The When added to this campaign trigger adds a lead to the automation when they are added to the campaign the automation runs within. This includes when leads are added through segments, manually, through the API, or through acquisition sources, such as pop-ups.

This is the most generic automation. It doesn't have properties.

Use this trigger to:

  • Send a welcome email series.
  • Score leads as they are added.
  • Create an on-boarding sequence.

When email is opened

The When email is opened trigger adds a lead to the automation when they open a specified email used in the campaign. To use this trigger, you must select an email to check for opens in the properties.

Use this trigger to:

  • Add a tag to a contact.
  • Score a lead.
  • Send a notification to a sales team member.

When email is clicked

The When email is clicked trigger adds a lead to the automation when they click a link in a specified email used in the campaign. To use this trigger, you must select an email to check for clicks in the properties.

You can optionally also select a specific URL to check for clicks.

When checking if a specific link is clicked query string parameters added to the URL are ignored. The URL https://dailystory.com and the URL https://dailystory.com?utm_campaign=prospects would evaluate at the same URL.

Use this trigger to:

  • Evaluate the link that was clicked.
  • Score a lead.

When page is visited

The When page is visited trigger adds a lead to the automation when a specific page is visited. To use this trigger, the page must have the DailyStory beacon installed and you must supply the full URL to the page in the properties.

Important: When used to start an automation, this trigger will add a lead to the campaign if one does not exist.

Use this trigger to:

  • Send a notification, such as when the licensing and pricing page is visited
  • Send a delayed follow-up email after a visit, such as "Looking for [your product name]?"

The URL supports wildcard to match any page in the path. For example, to match any visit to your blog:

https://example.com/blog/*

Wildcard matching also works within the URL:

https://example.com/products/*/widgets

If an asterisks is not present within the URL, the URL match will ignore any query string data. For example:

https://example.com/blog/

Would match a visit to:

https://example.com/blog?utm_campaing=example_campaign

When text message is clicked

The When text message is clicked trigger adds a lead to the automation when a link in a text message is clicked. To use this trigger you must select a text message to check for clicks in the properties. This requires the text message to use click tracking.

Use this trigger to:

  • Send a follow-up reminder
  • Add a tag or add to a segment

When replied to text message

The When replied to text message trigger adds a lead to the automation when a reply is received to a text message used in the campaign. To use this trigger, you must select a text message to check for replies in the properties.

If you need to check for a specific reply see the Evaluate text message reply condition. You may also want to review how DailyStory handles text message keywords.

Use this trigger to:

  • Take action on the reply, send more info back if "YES" is the reply.
  • Add a tag or add to a segment.

When tag is added

The When tag is added trigger adds a lead to the automation when a tag is added to a contact. To use this trigger, you must select a tag which when added to a contact fires the trigger.

Important: this trigger, when used to start an automation, will add a lead to the campaign if one does not exist.

Use this trigger to start a sequence when a contact is given a specific tag.

A new tag can also be created directly from within the properties:

If the tag already exists, a duplicate is not created. When a new tag is created it is also automatically selected.

When tag is removed

The When tag is removed trigger adds a lead to the automation when a tag is removed from a contact. To use this trigger, you must select a tag which when removed from a contact fires the trigger.

Important: this trigger, when used to start an automation, will add a lead to the campaign if one does not exist.

Use this trigger to start a sequence when a contact is given a specific tag.

If the tag already exists, a duplicate is not created. When a new tag is created it is also automatically selected.

When popup is submitted

The When popup is submitted trigger adds a lead to the automation when a form is submitted from a pop-up. To use this trigger, you must select a popup in the properties.

Use this trigger to:

  • Start a drip sequence if the popup was for an offer, such a a free trial.
  • Add a tag or add to a segment.

When web form is submitted

The When web form is submitted trigger adds a lead to the automation when a form is submitted from a web form. To use this trigger, you must select a web form in the properties.

Use this trigger to:

  • Start a drip sequence if the web form was for an offer, such a download.
  • Add a tag or add to a segment.

When magic form is submitted

The When magic form is submitted trigger adds a lead to the automation when a form is submitted from a magic form. To use this trigger, you must select a magic form in the properties.

Use this trigger to:

  • Start a drip sequence if the web form was for an offer, such a download.
  • Add a tag or add to a segment.

When added to segment

The When added to segment trigger adds a lead to the automation when a contact is added to a segment. To use this trigger, you must select a segment in the properties.

Use this trigger to:

  • End another automation, such as when a contact is removed from a "Customers at risk" segment.
  • Remove a lead from a campaign, such as a retention campaign if the customer renews.

When removed from segment

The When removed from segment trigger adds a lead to the automation when a contact is removed from a segment. To use this trigger, you must select a segment in the properties.

Use this trigger to:

  • End another automation, such as when a contact is removed from a "Customers at risk" segment.
  • Remove a lead from a campaign, such as a retention campaign if the customer renews.

When device is registered

The When device is registered trigger adds a lead to the automation when a contact registers a mobile device to receive push notifications.

Important: this trigger, when used to start an automation, will add a lead to the campaign if one does not exist.

You may want to use this trigger to start a sequence when a contact registers a new device for push notification.

When today's date is

The When today's date is trigger adds a lead to the automation or resumes an automation when today's date condition matches the lead's date. For example, when it is the contact's birth date. To use this trigger, you must select a date range and date field in the properties.

Dates include:

  • Birthday - see the article on creating a birthday segment for more details.
  • Do not contact until date/time - if the contact has a do not contact until date/time set
  • Last contacted date/time - when the contact was last communicated with

When past date/time

The When past date/time trigger is a special trigger that is used within an automation. It cannot be the first trigger in the automation. Instead it is used to to pause the automation until a specific date/time. To use this trigger, you must select a date and time in the properties to wait until, e.g. March 3, 2021 @ 7:30 PM.

Use this trigger to:

  • Start an automation as a specific date and time.
  • Control a sequence of messages or actions within an automation.

When time has passed

The When time has passed trigger is a special trigger that is used within an automation. It cannot be the first trigger in the automation. Instead it is used to to pause the automation for a specified number of hours, days, etc. To use this trigger, you must select a time range in the properties, e.g. 3 hours.

Use this trigger to delay actions within an automation to control a sequence of messages.

When point total is

The When point total is trigger adds a lead to the automation when based on points assigned to a lead. Points are assigned through automation actions. To use this trigger, you must specify a point total of 0 or more and whether or not to fire the trigger when the points are greater than or equal to or less than or equal to the lead's points.

Important: This trigger will run for a maximum of 60 days. It will run every hour for the first 3 days, every 3 hours for the next 7 days, and then run once per day. After 60 days if the trigger does not run, the lead is failed out of the automation.

Use this trigger to:

  • Take action on a lead when their point total reaches a threshold from page visits, email opens, etc.
  • Take action on a lead when their point total falls below a threshold

When opted out

The When opted out trigger adds a lead to the automation when a contact opts out of a specific communication type (Email, Text Message or Push Notifications) or any communication.

Use this trigger to send notifications or updates to team members if this opt out wasn't expected.

No start trigger

The No start trigger trigger is a special trigger useful for when you when to start an automation by manually adding leads to the automation or only starting the automation from another automation's Start another automation action.

Use this trigger to:

  • Build a multi-step drip sequence shared by multiple automations.
  • Remove some complexity out of another automation.

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