coreILLA - Workflows - Triggers Overview in coreILLA

Triggers in coreILLA are a powerful automation tool that allows you to create specific actions based on defined conditions. These can significantly streamline your workflows by automating repetitive tasks, ensuring faster responses, and improving efficiency. Here's a detailed look at how triggers work and how you can leverage them for your business:

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What Are Triggers?

Triggers in coreILLA are essentially if-then rules. When a specific condition (the "if") is met, an automated action (the "then") follows. They help in automating a variety of tasks, like sending follow-up emails, notifying team members, updating records, or nurturing leads based on user behavior or status changes.

Key Components of Triggers:

Trigger Events (The "If"):



This is the condition that needs to occur for the automation to kick in. For example, a new lead enters your CRM, a booking is made, or a customer submits a form.



Examples of Trigger Events:



A new contact is added.



An appointment is scheduled.



A form is submitted.



A tag is added or removed from a contact.


Trigger Actions (The "Then"):



Once the trigger event occurs, specific automated actions are performed. These actions can be customized based on your business needs. You can choose multiple actions to execute when a trigger event happens.



Examples of Trigger Actions:



Sending a confirmation email or SMS.



Assigning a lead to a sales team.



Adding the contact to a follow-up sequence.



Sending notifications to team members.


Filters:



Filters help fine-tune the conditions of your triggers. You can apply filters to specify more granular conditions. For example, you might only want to trigger an action when a contact is added with a certain tag or when they submit a form with specific fields filled.

Use Cases of Triggers in coreILLA:

Lead Nurturing:



Automatically send follow-up emails to new leads, adding them to a drip campaign based on their interaction with your landing page or form submission.


Appointment Management:



When a client schedules a meeting, triggers can send confirmation emails and reminders, reducing no-shows and keeping the process organized.


Customer Support:



Use triggers to automatically create support tickets or notify your team when a customer submits a help request via a form.


Internal Notifications:



Automatically notify team members when a deal reaches a specific stage, a high-value lead enters the system, or a task is assigned.


Post-Purchase Engagement:



After a customer makes a purchase, automatically send them an email with a thank you note, and provide related product recommendations to encourage repeat sales.


## # Steps to Set Up Triggers in coreILLA:

1. Go to Automations:

Navigate to the "Automations" section in your coreILLA dashboard.

2. Click on Create Workflow

3. Click on Start from Scratch

4. Create a New Trigger.

5. Select the event that will act as your trigger. Choose from a wide range of options like form submissions, new contact additions, or bookings.

6. Click on Add Action

7. Once your trigger event is defined, choose the actions to take place when that event occurs, such as sending emails, assigning tasks, or notifying the team.

8. Once your workflow is ready, switch this button from Drafts to Publish,

9. Click on Save and get the workflow going.

10. Conclusion

Triggers in coreILLA are a game-changer for businesses looking to automate and streamline operations. By leveraging the power of triggers, you can automate routine tasks, improve customer engagement, and ensure that no lead or opportunity slips through the cracks. Whether you're nurturing leads, scheduling appointments, or managing customer support, triggers can save time, enhance productivity, and improve overall business outcomes.

Start exploring the potential of triggers in coreILLA today and take your business automation to the next level!

Updated on: 12/02/2024