Creating aNinja Triggers

Creating aNinja Triggers allow you to programmatically trigger actions based on specific events and conditions.

https://www.youtube.com/watch?v=FjdgLx1r57s

Creating aNinja Triggers

  • On the left sidebar, click on Automations > Triggers.Creating aNinja Triggers
  • Go ahead and click on the help (?) icon next to Triggers. This will redirect you to a short youtube video to get an overview of the triggers.triggers - help guide
  • Click on Add Trigger.
  • Choose the Trigger Event from the drop-down:
    • Incoming email or SMS
      • Body content matching (e.g. Stop | Unsubscribe)
    • Lead created via API
    • Lead created via Chatbot
    • Workflow step status changes
  • Choose whether to add a Trigger Condition (optional)
    • The condition could be e.g. a custom field = Source = Facebook. This way you narrow your search and target more specifically the leads that match the event of the trigger and this condition.
  • Finally, choose what Trigger Actions you actually want to kick off when that event with those specific conditions takes place.
    • [Do not contact] Add all lead contacts to “do not contact” list.
    • [Do not contact] Remove all lead contacts to “do not contact” list.
    • [Lead Assignment] Assign to User
    • [Lead Assignment] Assign to Users from Team (using Round Robin)
    • [Lead Assignment] Assign to Users from Team (using Weighted Round Robin)
    • [Sequence > Email] Start Email Sequence
    • [Sequence > Text] Start Text Sequence
    • [Sequence > Stop] Stop Sequences and Conversations (emails & texts)
    • [Webhoks] Post Lead Details to URLCreating aNinja Triggers
    • You can add multiple actions to be executed when the event takes place.

Trigger’s Options 

Set the Options to

  • Activate/deactivate the trigger.
  • Indicate the priority of execution (in case there were other triggers in action).
  • Break after Trigger Executes
    • Stops executing any other triggers coming up by priority after this one

  • Don’t forget to Save

Examples of Tiggers

Example 1:

  • On an event that is “Incoming email or SMS
  • Choose to execute an action to “Stop Sequences and Conversations (emails & texts)

So now, the lead that replied to you by text or email will stop receiving the rest of the sequence he is enrolled in.

Example 2:

  • On an event that is Incoming email or SMS
  • Choose to execute a first action to “Add all lead contacts to the “do not contact” list”
  • Choose to execute a second action to “Stop Sequences and Conversations (emails & texts)

So now, the lead that replied to you by text or email with stop or unsubscribe will be moved to the do “not contact list” which means he will not be included in the future sequences. And, he will stop receiving the rest of the sequence he is enrolled in.

Example 3:

  • On an event that is “Lead created via API
  • Choose to execute an action to “Start Email Sequence”
  • ==> Choose which Email Sequence to use (e.g. “Welcome”)
  • ==> Choose which Email Account to use (e.g. “demo@gmail.com”)

So now, when a lead is created via API, he will receive the first step of the “Welcome” sequence, based on the delay you’ve set in the sequence, launched from the demo@gmail.com account.

Example 4:

  • On an event that is “Change in the Workflow step”
  • Choose to execute an action to “add a lead’s contact to the “do not contact” list”
  • ==> When changed to: “Sales / Opp Status / Deal Closing”.

So now, when you change a lead’s workflow step to Sales / Opp Status / Deal Closing, he will be added to the “do not contact” list. 

Example 5:

  • On an event that is “Lead created via Chatbot
  • Choose to execute an action to “Assign to user”
  • ==> Select a user (e.g. John Doe)

So now, when a lead is created into your account through Chatbot, he is automatically assigned to John Doe.