When setting up automation, I'm not seeing any triggers under "Date" - How do we add triggers?

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We would like to begin taking advantage of the automated email functionality within Emma.
I've looked over the documentation as well as many of the conversations, and for the most part, everything seems fairly straight forward. (Thanks for that! :) ) 

One issue I am having, is when going to select a trigger, I don't see any under "date," and only first and last name. I'm not clear on how to create new triggers / trigger options.
Please advise, Thanks!

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Restaurant Equippers

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Posted 4 years ago

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Emily Hollingsworth, Alum

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Hi there -- I'm glad to hear that you're going to be taking advantage of the automation feature in your account! We actually just published our 21 stats on email marketing automation that all say you are on the right track! 

It sounds like you may have been reading up on our existing trigger-based autoresponders, but you actually have our brand new Automation tab live in your account! When you visit that tab for the first time, you should see some quick links to get you started - but here is a quick overview video and a tutorial on how to set up your first automated workflow using the new automation. That tutorial highlights our 3 trigger types: signup, date-based and field change. 

Let me know if you don't find what you need there! 
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Restaurant Equippers

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Thanks for your quick response! We indeed do have the new automation tab, and when I click the lightning symbol to choose my trigger, I see the three options. Email Signup, Date-Change, Field-Change. If I click Date-Change, I don't see any triggers, and if I click Field-change, I only see two (first name, last name.)

Circling back to my question, How can I add more triggers to these two (or any) trigger categories? I've watched the videos, and feel very comfortable setting up our first automation emails, however I'm having trouble figuring out how to expand our available trigger options (within the 3, main trigger categories.) 

I hope that helps clarify my questions, Thanks again! :)
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Emily Hollingsworth, Alum

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Hi -- Yes that helps to clarify!!

You're talking about this panel that you see after you select the date-field trigger, correct?

There you should see any date fields that you've created in your account. You'll only see fields listed that live in your account and apply to the trigger you've selected! You can create those by navigating to the "manage contact fields" button on the audience page:


If you add a date field here and don't see it as an option on the trigger panel when creating your workflow, please let me know! 
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Restaurant Equippers

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ahhh... that's what I was looking for! Ok, so we can use fields as triggers, so long as they are fields we've already created and started collecting data on, yeah? I think I was hoping there would be triggers based on pre-existing email metrics such as the date they became a contact, or the date they last opened an email, but this is still very helpful. 
I'll probably contact support from here to figure out my next steps. 
Thanks again for all your help! :)