How to Create a Trigger

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

You will need to create a Sequence before you create a Trigger. Here are links to those articles!

How to Create a Sequence

Triggers are necessary to initiate your Sequences and start calling Contacts. 

  • Start in the Triggers Tab.
    Screenshot 2025-03-18 at 3.03.58 PM
  • Click on "Create trigger" Screenshot 2025-03-18 at 3.04.04 PM
  • Give your Trigger a name, then select "Next"
  • Screenshot 2025-03-18 at 3.05.33 PMScreenshot 2025-03-18 at 3.06.01 PM
  • You'll then choose the campaign event. 
  • When selecting 'Contact Created' you'll have multiple lead sources to choose from. Screenshot 2025-04-01 at 1.14.31 PM
  • Once Events are selected, click the 'Next' button to choose the trigger action.
  • You will then select the sequence you wish to enroll contacts into. Screenshot 2025-04-23 at 2.11.38 PM
  • Once making your selections, click 'Next' to review the overview of your Campaign Trigger.Screenshot 2025-03-18 at 3.17.39 PM
  • If all looks good, go ahead and click 'Create Trigger.'Screenshot 2025-03-18 at 3.18.03 PM
  • Once created, locate all Campaign Triggers in the dashboard

Trigger Status can be enabled/disabled on the Triggers Page.