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Set a trigger condition

Last Update: November 18, 2024

Trigger conditions are specific circumstances or criteria that initiate sending a message to a customer. For instance, you can set a trigger condition of “The customer buys more than $200 of product,” which leads to them receiving a message with a coupon code.

Following is a list of trigger conditions you can use to precisely define what customers receive your marketing messages. You can use multiple conditions, linking them by either and or or. For example, customers who purchase over 10 items and spend over 200 dollars or have over 400 dollars of items in their shopping cart.

There are three types of triggers:

  • Transactional: Conditions linked to what customers purchase. 
  • Cart: Conditions linked to what customers do with their shopping carts. 
  • Customer Behavior: How customers react to messages.

Transactional conditions

These occur after the customer has placed an order, and may occur as payment is being processed.

  • Number of items in order is greater than
  • Order amount is greater than
  • Order is completed
  • Items are added to cart
  • Items are removed from cart
  • Cart is viewed multiple times

Cart conditions

These occur an hour after a customer has placed an item in the cart, but not purchased it yet.

  • Cart amount is greater than
  • Number of items in cart is greater than
  • Cart is abandoned: When a customer has added an item to their cart and taken no further action for an hour
  • It’s a new customer
  • Customer interacts in social media and changes the cart

Customer behavior conditions

  • A contact opens an email
  • A contact clicks an email: When a customer clicks a link within the email
  • A contact opens an SMS
  • A contact clicks an SMS: When a customer clicks a link in the SMS
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