How to Create a Trigger

Follow this Guide to create a Trigger to initiate your Campaigns!

Triggers are necessary to initiate your Sequences and start contacting prospects. 

• Start in the Triggers Tab.
  
• Click on "Create trigger"
• Give your Trigger a name, then select "Next"
• 
• You'll then choose the campaign event.
• When selecting 'Contact Created' you'll have multiple lead sources to choose from.
• Whereas when choosing 'Meeting State Change', you will select the desired Meeting State.
• Once Events are selected, click the 'Next' button to choose the trigger action.
• Use the dropdown to select your action.
• Most users will select Enroll Sequence
• You will then select the sequence you wish to enroll contacts into.
• Once making your selections, click 'Next' to review the overview of your Campaign Trigger.
• If all looks good, go ahead and click 'Create Trigger.'
• Once created, locate all Campaign Triggers in the dashboard