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Automation triggers explained
All 13 conditions that can enroll a contact into an automation, and what each is good for.
Thirteen ways a journey can start.
The full trigger picker list
1
On a recurring schedule: enrolls on a timetable you set.
2
Joins a list: fires when a contact is added to a chosen list. The classic welcome trigger.
3
Any new contact added: fires for every new contact, regardless of list.
4
Matches a segment: fires when a contact starts matching a rule-based segment.
5
Field edited: fires when a contact field changes.
6
Tag added and Tag removed: fire on tagging changes, ideal for status-driven journeys.
7
Subscribed (opt-in) and Unsubscribed (opt-out): fire on consent changes.
8
Birthday or anniversary: fires on a contact's date, for the Birthday/Anniversary journey.
9
Opens or clicks an email: fires on engagement with your sends.
10
Clicks a trigger link: fires when a contact clicks a tracking link you placed anywhere (email, SMS, social).
11
Inbound webhook: fires when an outside system calls in, for custom integrations.
Tips and good to know
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Triggers pair with enrollment settings: eligibility can be limited to a segment, and re-enrollment rules decide whether someone can enter twice.
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"Clicks a trigger link" is the most flexible trigger because the link can live outside your emails entirely. See "What is a trigger link."
Common questions
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