Autopilot Triggers

Rob Howard Updated by Rob Howard

Triggers are Autopilot blocks that start a workflow. For example, when a form is completed.

When added to campaign The When added to campaign trigger adds a lead to the automation workflow when they are added to the campaign. This includes when leads are added through segments, manually, through the API, or through acquisition sources, e.g. Popups.

When email is opened The When email is opened trigger adds a lead to the automation workflow when they open a specified email used in the campaign.

When email is clicked The When email is clicked trigger adds a lead to the automation workflow when they click a link in a specified email used in the campaign.

When page is visited The When page is visited trigger adds a lead to the automation workflow when a specific page is visited. Note, the page must have the DailyStory tracking tag installed.

When text message is clicked The When text message is clicked trigger adds a lead to the automation workflow when a link in a text message is clicked. This requires the text message uses click tracking.

When replied to text message The When replied to text message trigger adds a lead to the automation workflow when reply is received to a text message used in the campaign.

When popup is submitted The When popup is submitted trigger adds a lead to the automation workflow when a form is submitted from a popup.

When web form is submitted The When web form is submitted trigger adds a lead to the automation workflow when a form is submitted from a web form.

When magic form is submitted The When magic form is submitted trigger adds a lead to the automation workflow when a form is submitted from a magic form.

When today's date is The When today's date is trigger adds a lead to the automation workflow when today's date condition matches the lead's date. For example, when it is the contact's birthdate.

When past date/time The When past date/time trigger is a special trigger that is used within a workflow. It cannot be the first trigger in the workflow. Instead it is used to to pause the workflow until a specific date/time.

When time has passed The When time has passed trigger is a special trigger that is used within a workflow. It cannot be the first trigger in the workflow. Instead it is used to to pause the workflow for a specified number of hours, days, etc.

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