Triggers

Triggers are outcomes that happen as a result of a user interaction with a task.

• Triggers can be initiated when a task has been completed, when a task is assigned, or when a task becomes due.

• It is also possible to initiate a trigger when specific tasks or all tasks within a landmark have been completed.

• A trigger can also be initiated when a user completes a form and makes a specific choice on a specific field.

• The action that initiates a trigger is called the source of the trigger.

• Delays can also be added to a source.
  
  

TRIGGER TYPES

Assign Task

• Assign an additional task or group of tasks within the workflow.

Send Notification

• Send an email notification to a user role within the workflow.

Redirect

• Redirect to a specific site page within your website, or to an external website.

Change Engagement Status

• Change the status of the workflow.

  • Example: Active, On-hold, Discontinued.

Internal Notification

• Display a notification within a user’s dashboard above their task list.

  • Example: "Welcome to your dashboard!" along with brief instructions.

CRM Record Type

• Add or remove CRM Record Types to a user role.

Relationship

• Add or remove a CRM Relationship between a primary user role and a specific CRM record of an admin.

Assign to User Group

• Assign a user to a user group with specific permissions.

Redirect to Checkout

• Redirect to the default site checkout page.

Create Campaign

• Create a campaign in Site lanner.

  • Example: Signup Fees, Missionary Fundraising Campaign.

Mailchimp

• Add a user to an existing Mailchimp list.

  • Requires Mailchimp API Key and integration.

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