An Intro to Automations

Introduction

Automations are the heart of Triggerbee and the foundation of the Marketing Automation workflow. Automations help you automate your daily workflow, in order to save time and be more effective. 

Triggerbee's Automation feature is based on the logic of If This Then That (IFTTT), which allows you to build workflows that are triggered when a specific event takes place on your website. All automations require at least 1 trigger and 1 or more action(s) to function properly.

Examples of Automations
  • Sending converted visitors to your Email Marketing System
  • Labeling visitors based on actions (eg. customer, member, prospect, competitor).
  • Sending email to your sales team when interesting leads visit the website
  • Sending emails based on actions on the website (eg. abandoned cart)
  • Update your CRM with new prospects or data on current customers.

Overview

This is what the Automations section looks like. Let's break the sections down...

When this happens.. (The Trigger)

Triggers are events that happen on your website. There are 3 triggers to choose from:

1

Goals (you can read more about goals here)

2

Widget Form Submission

3

Path (URL)

The most common triggers are the "Widget form submission" and "Goal" options. 

Do this action... (The Action)

The actions are what happens AFTER the trigger has been fired. 

Here are some examples of common actions:

  • Add a contact in Mailchimp, Rule, APSIS, Webpower or send to Zapier
  • Add a label on a contact in Triggerbee
  • Create a deal, person or organisation in Pipedrive
  • Send an email notification to someone on your team

If you can't find the action you're looking for right away, you can click on "Browse more actions" to open a sidebar menu containing all available actions. The available actions are based on what Apps you have connected to Triggerbee. For instance, you will not see options for sending contacts to Mailchimp until you have integrated it to Triggerbee.

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