Trigger tab

A Trigger is the event that will start a workflow for your contact. You can set different triggers based on different areas of the platform. For example, if they buy a certain product, conclude a module of a course, opt-in to one of your pages, etc.
Trigger Settings include Event Types and the options presented for each one. Some options can be omitted to indicate that you don’t want to impose a limit based on that specific parameter; Instead, every possible selection for that option will qualify.

Table of Contents

Requirements

  • An active ClickFunnels 2.0 account
  • An existing Workflow

Active

The setting controls if this Trigger is enabled on the Workflow or not.

Enabled example:
Enabled example

Disabled example:
Disabled example

Back to Top

Event Type

The Event Type will allow you to select which action will trigger the Workflow for a given contact.

Excluding other filters, omitting the Event Type (No selection) will cause the Workflow to be triggered by every event in your Workspace.

Event Type

  • Applied Tag: A customer has a tag applied to their contact. This can, optionally, be further restricted to a specific Contact Tag.
  • Appointments - Appointment Schedule: A customer has scheduled an appointment with you. You will be able to select a calendar from your account.
  • Calendar Event - Contact Registered: A customer registers for a calendar event on your workspace. This can, optionally, be further restricted to a specific Funnel and/or Page.
  • Course Lesson Completed: A customer completes a lesson of a course on your Workspace. You can select a specific lesson and module
  • Course Module Completed: A customer completes a Module of a course on your Workspace. You can select a specific module
  • MessageHub - Agent Conversation Started: An agent starts a conversation via MessageHub. A specific inbox can be selected for this action.
  • MessageHub - Agent Responded: An agent responds to an existing conversation. A specific inbox can be selected for this action.
  • MessageHub - Contact Conversation Started: A contact starts a conversation via MessageHub. A specific inbox can be selected for this action.
  • MessageHub - Contact Responded: A contact responds to an existing conversation. A specific inbox can be selected for this action.
  • Optin: A customer opts into a page on your workspace. This can, optionally, be further restricted to a specific Funnel and/or Page.
  • Order - Successful Purchase: A customer purchases on your workspace. This can, optionally, be further restricted to a specific Funnel and/or Page.
  • Pageview: A customer views a page on your workspace. This can, optionally, be further restricted to a specific Funnel and/or Page.
  • Removed Tag: A customer has a tag removed from their contact. This can, optionally, be further restricted to a specific Contact Tag.
  • Sales- Contact Entered Stage: A customer enters a specific Pipeline Stage. You can specify the name of the pipeline and stage
  • Sales - Contact Exited Stage: A customer exits a specific Pipeline Stage. You can specify the name of the pipeline and stage
  • Subscription - Canceled: A customer cancels a subscription on your workspace. This can, optionally, be further restricted to a specific Subscription Cancelation Reason and/or Specific Subscription.
  • Subscription - Downgraded: A customer downgrades a subscription on your Workspace. You can select a Specific Subscription and a Variant if available.
  • Subscription - Recurring Payment Declined: A customer subscription failed renewal. You can select a Specific Subscription and a Variant if available.
  • Subscription - Upgraded: A customer upgrades a subscription on your workspace. You can select a Specific Subscription and a Variant if available.

Back to Top

Funnel

Certain event types can be restricted to a specific Funnel. The dropdown menu will list your available Funnels. Only one Funnel can be selected for a given Trigger/Event.

Excluding other filters, omitting the Funnel (No selection) will cause the Event to be triggered by every Funnel in your Workspace.

Funnel selection

Back to Top

Page

Certain event types can be restricted to a specific Page. Excluding any other filter, the dropdown menu will list your available Pages. Only one Page can be selected for a given Trigger/Event.

Excluding other filters, omitting the Page (No selection) will cause the Event to be triggered by every Page in your Workspace.

Page selection

Back to Top

Calendar

A calendar must be added to your Workspace to show in the drop-down menu. You can select a specific calendar if you have more than one added.
calendar selection

Back to Top

Course Module/Course Lesson

You can select a specific Module and Lesson for this trigger.
course and module selection

Back to Top

Inbox

This drop-down menu will show existing inboxes for you to select the one you want to trigger these MessageHub actions.
Inbox selection

Back to Top

Contact Tag

Certain event types can be restricted to a specific Contact Tag. The dropdown menu will list all of your available Contact Tags. Only one Contact Tag can be selected for a given Trigger/Event.

Excluding other filters, omitting the Contact Tag (No selection) will cause the Event to be triggered by every Contact Tag in your Workspace.

Contact tag selection

Back to Top

Contact entered/exited Stage

You can select a specific pipeline and stage for this trigger.
pipeline and stage selection

Back to Top

Subscription Cancelation Reason

Certain event types can be restricted to a specific Subscription Cancelation Reason. Only one Calendar Event can be selected for a given Trigger/Event.

Excluding other filters, omitting the Subscription Cancelation Reason (No selection) will cause the Event to be triggered by every Subscription Cancelation Reason.

Cancelation Reason selection

Back to Top

Specific Subscription

Certain event types can be restricted to a specific Subscription Product. Excluding any other filter, the dropdown menu will list your available Subscription Products. Only one Subscription Product can be selected for a given Trigger/Event.

Excluding other filters, omitting the Subscription Product (No selection) will cause the Event to be triggered by every Subscription in your Workspace.

Subscription Selection

Back to Top

Variant

Variant In some cases, products can have different variants. You can select a specific variant if you add your product using variations.
pipeline and stage selection

Additional Information

Back to Top