Are there any contacts in your database that you want to insert into automation with an immediate response? There is a "Trigger Now" trigger available in the application for this purpose. It contains a condition that the contacts must meet in order to pass the trigger.
You can use trigger now to bulk edit contacts, sort contacts by their info, bulk edit tags or simply, trigger any automation immediately.
In this article, we'll look at:
Which contacts will enter the automation?
The automation is always triggered for all contacts that are in the list connected to the automation and that also meet the condition set in the trigger "Trigger now".
You can set a new condition as required or select from the already set segments in the list.
⚠️ An important piece of information about this type of automation is that the automation starts immediately and does not repeat itself. The rule is that it starts at a given moment [now], and once contacts pass through the automation, the automation does not repeat itself, because there is no impulse for this behaviour.
Use the Recurring trigger, if you want the automation to be repetitive.
What is the difference between the Trigger Now and the Recurring trigger?
You can use the Run Now option for immediate, typically one-time actions, such as editing a contact, or sending a sequence of emails.
The Recurring trigger is useful for triggering automation on a regular and repeated basis, to contacts that meet the initial condition. You can use it to react to contact changes and check daily if the contacts meet the entered conditions. We describe how to use the Recurring trigger in the following help.
How to set up the automation
Create new automation and set its basic parameters. Choose the name of the automation for your clarity. Select the contact list for which you want to run the automation.
The frequency of triggering will typically be "triggered only once", just by the principle of how the automation works. This way, if a contact enters the automation, it can not enter it again.
If you plan to repair and re-run the automation in the future, or add additional triggers, for example, select a frequency of "several times" or "several times and in parallel". When creating the automation itself, you can choose from predefined automations or create the automation tree from scratch.
For example, to bulk edit your contacts, you can create simple three-step automation:
In the Trigger now, you can now set a condition for the contacts to pass the automated process, or you can select from existing segments.
It is advisable to test the automation before starting it. Just put your contact in the Testing section.
Did everything go according to plan? Great, you can start the automation 🎉
Examples of automation using Trigger Now
You can use the Trigger now in a large number of scenarios. It is used for instant mass editing of contacts. You can edit a field of a contact, add a contact to another list, unsubscribe from a list, or add and remove a label.
It can be used to insert contacts into an already created automation, as a trigger to send a sequence of emails, or it can be used in combination with other triggers. This will trigger an automation on existing contacts immediately.
Activate the sequential sending of a sequence of emails:
You set up an email sequence for new contacts with the Sign up to list trigger (as part of a welcome campaign) - so emails are sent to all new contacts in sequence. However, if you have, for example, newly imported the original database (and it is relevant that the content of these emails should be sent to them as well), you can use an immediate trigger with Run Now.
A lot of options for managing your contact profile are offered by the Edit Contact action. It's useful for making bulk changes to selected values, such as Country or perhaps a custom field.
In Ecomail, we always recommend working with as few lists as possible. Using only one main contact list is ideal. If you use multiple lists and now wish to merge your contact lists into one, use the trigger to move the contacts into the master list.
Working with labels:
With automation, you can add or remove tags in bulk and immediately.
Combining multiple triggers:
Suitable to use, for example, when you combine multiple scenarios or want to run automation to new and existing contacts.
💡 TIP: Need help with a specific setting? Feel free to contact us at our support.