Understanding Workflow Triggers

Triggers are what kick off a workflow. They are based on user actions or system events. Campaign Builder offers four main triggers:

1. Profile Trigger: Activates when a new profile is added via a popup or form. Useful for onboarding or sending welcome sequences.

1. List Trigger: Activates when someone joins a specific list. Great for list-based campaigns or promotions.

1. Popup Trigger: Activates when a user signs up via a popup. Perfect for popups offering discounts or lead magnets.

1. Form Trigger: Activates when a user submits a form. Ideal for event registrations, surveys, or lead capture forms.

Adding and Configuring Triggers

Once you have added a trigger, it’s essential to configure it properly before moving on to the next step in your flow.

1. Add a Trigger

Start by selecting a trigger that fits your automation goal. This could be an event such as “Profile added,” “Form Submitted,” or “Profile added to a list.”
Each trigger defines the type of event that will activate the workflow.

2. Configure the Trigger

After adding a trigger, you must configure it. The configuration determines how the trigger behaves and which audience or profile data it connects to.
Make sure to review all available options - for example, selecting the relevant campaign, form, or event source that should activate the workflow. Click on the node to get the overlay where you can edit the configuration.

3. Execute the Trigger (Important Step)

Once your trigger is set up, you need to execute it using a profile from your audience.

Executing the trigger simulates the event and loads the profile data into the workflow. This step is crucial because:

• It allows Campaign Builder to detect what fields and attributes are available for that profile.

• Those fields are then accessible in other nodes of your workflow, such as messages, conditions, or updates.

• Without executing a profile, you won’t be able to fully complete or test the workflow, since the system won’t know which data fields are available.

4. Continue Building Your Workflow

After executing the trigger and verifying the profile data, you can start adding other nodes - such as actions and conditions - to complete your automation flow.

Tips for Beginners:

• Choose a trigger that aligns with your goal. For example, use a popup trigger if you want to respond only to popup signups.

• You can use multiple actions in a single workflow to cover different entry points.

Example:
If someone signs up via a form on your formular page (Form Trigger), you could automatically:

• Send a “thank you” email.

• Add them to your CRM via Pipedrive.

• Send a Slack notification to your team.

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