Triggers

Let's trigger some automations!

When building workflow automations, the first step is to select a trigger. In this article, we will describe the six trigger options we offer, and explain how each of them works.

Triggers explained

After selecting Start from scratch, a pop-up window will display six trigger options.

Automation Triggers

Let's dive in and discover what each trigger means;

On Purchase

This will trigger when a valid purchase has been completed.

Purchase Attempt

This trigger is most commonly used for abandoned cart flows. It will fire every time a purchase attempt was made.

Purchase attempts are triggered for example, when a customer filled in all their info, clicked the buy button, and their credit card got declined (due to bank declining the transaction, card failed the 3DS check etc) , or they just dropped off the checkout (e.g. went to PayPal and exited the session).

Optin

This trigger activates when a visitor enters their email on your landing page (opt-in) and submits it. If you’ve enabled auto-opt-in in the email field, the trigger will also fire when a visitor types their email on any page, even if they don’t click submit, so the email is captured automatically.

For abandoned cart flows we always recommend using both optin and purchase attempt triggers together.

Recurring Payment

The new trigger will send any recurring payments made for that subscription.

Recurring Payment Fails

You can also set-up automations to send data to certain integrations when any recurring payments failed.

On Refund

This trigger will get activated when you have issued a refund from within Funnelish. This refers mainly to Stripe payments refunds, because PayPal doesn't allow processing refunds from Funnelish at the moment.

New Subscription

This trigger is to be used when selling Subscription Products. Every time a new subscription was bought, this event will trigger. This trigger is to be used when sending subscription purchases to different integrations or actions.

Subscription Canceled

This trigger will fire when a subscription product has been cancelled.

Common settings

After you select a trigger, there are two configuration options.

1. Switch ON the toggle if you want to run that automation once per customer, even if they go through your funnel multiple times.

2. Decide on which steps to trigger the automation. Choose between All Steps or choose specific steps on the dropdown.

After you click Create, start adding actions to your automation.

Select if to run the trigger once per customer and in which steps to activate it.