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Workflows - How to Manage Triggers

Created by Faye BSG, Modified on Sun, 05 May 2024 at 12:36 PM by Education Team

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This article provides instructions on creating, updating, deleting, or toggling a Trigger on an existing Workflow. Doing so allows you to control which contacts enter a Workflow. A Workflow can have multiple Triggers enabled at the same time.

Table of Contents


Requirements

  • An active ClickFunnels 2.0 account
  • An existing Workflow

Access a Workflow’s Triggers

  1. Click Marketing from the left main menu, then click on Workflows.
    Marketing Menu

  2. Find the Workflow you would like to modify and click on it.
    Select workflow

  3. Click on the first Workflow Step at the top of the Workflow Builder. If no Triggers are set up, it will say, No trigger set. Otherwise, it will say Workflow Trigger.
    Click on the first step

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Create a New Trigger

  1. Click the Add a Trigger button.
    Click Add a trigger

  2. Configure the Trigger Settings according to your needs.
    Configure Trigger Settings

  3. When ready, click the Create Trigger button.

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Update a Trigger

  1. Click the pencil icon next to the trigger you want to update.
    Click pencil icon

  2. Adjust the Trigger Settings to your needs.
    Adjust Trigger Settings

  3. Click the Save Changes button.

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Delete a Trigger

  1. Click the pencil icon next to the trigger you want to delete.
    Click Pencil icon

  2. Click the Delete Trigger button.
    Click on Delete Trigger

    Please be sure you want to delete the trigger before clicking the button. The trigger will be deleted immediately without confirmation and cannot be reversed.

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Toggle a Trigger

  1. Click the toggle next to a Trigger to enable or disable it.
    Click toggle

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Additional Information

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