How to work with triggers in workflows?



Have you already started working on your first workflow, but the range of triggers is so broad that you don't know how to use them correctly? Read this article to learn the functionality of each trigger to create your first successful workflow.

### Adding triggers to a workflow

Triggers are an integral part of every workflow, as they're the first step of its creation process. They define which users' actions or actions towards users trigger subsequent changes in the system. To start working with them, you have to follow such steps:

Go to the Workflows section in the navigation bar on the left side of the screen.

Click on the New workflow button in the right upper corner of the main screen.

After you click on it, the Name window appears. Here, enter the name of your workflow and click on the Confirm button. After this, a new window for workflow creation appears.

Here, you can see the central screen for working with blocks and three settings sections on the left side. The first one is what you need — Triggers, consisting of 18 possible triggers.

Choose the trigger you need, drag, and drop it in the plus sign on the central part of the screen until it becomes blue. While you're moving the needed trigger to the scheme, a blue dashed line appears around the plus sign, so you can easily find it.



Once you add the trigger to the scheme, you can edit its details by clicking on it, so the Edit section appears.

Types of triggers
To learn what triggers are needed for and how to edit their settings, let's take a closer look at each of them:

- "Added to a list" and "Remove from a list" trigger the action when a user is added to the list, which you can select in the Edit section.



"Quiz submitted" and "Form submitted" trigger the action when a user submits a quiz or a form, which you can select in the Edit section.

"Tag added" and "Tag removed" trigger the action of adding or removing a tag, which you can select in the Edit section.

"Made a single payment," "Started installment payments," "Started recurring payments" trigger the action when a user buys a product, does that by installments, or agrees on repeated purchase. You can select products in the Edit section.

"Page visited" triggers the action after a user visits a particular page of your site. To edit this detail, go to the Edit section, choose the website's URI condition, and enter its value.



"Timer triggered" enables the action when a timer goes off, which you can select in the Edit section.

"Email received" triggers the action when a user receives the email, which you can select in the Edit section.

"Course access given" and "Course access removed" trigger the action when course access is given to users or removed from them. You can select the course for this trigger in the Edit section.

"Video watched" triggers the action when a user watches the Wistia video, which you can select in the Edit section. Also, here, you can customize whether a user should watch the whole video or a certain percentage of the video to enable the trigger.



"Goal achieved" triggers the action when a user achieves a workflow goal, which you can select in the Edit section.

Note. Pay attention that all the features of the triggers, like a product, timer, or a workflow goal, must be previously created. In other cases, triggers don't work.

To learn more details about how to create and edit a workflow, read this article.

In case you have any questions relating to this topic, contact our support team right away.
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