Let's trigger some automations!
When building a funnel automation, the first step is to select a trigger. In this article, we describe the six trigger options.

Trigger options

To access the trigger options, open a funnel and navigate to the new automation dashboard (we showed you how in a previous article). After clicking Start from scratch, a pop-up window displays six trigger options.
  • On Refund
  • New Subscription
  • Subscription Canceled
  • On Purchase
  • Purchase Attempt
  • Optin

Common settings

After you select a trigger, there are two configuration options.
  1. 1.
    Switch on the toggle to run the automation once per customer, even if they go through your funnel multiple times.
  2. 2.
    Decide when to trigger the automation. Include purchases on All Steps or one or more specific steps on the dropdown.
After you click Create, start adding actions to your automation.