[Archived] Workflows - Trigger Settings

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
• Active
• Event Type
• Funnel
• Page
• Calendar and Event Type
• Course Module/Course Lesson
• Inbox
• Contact Tag
• Contact entered/exited Stage
• Subscription Cancelation Reason
• Specific Subscription
• Variant
• Additional Information

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Requirements

• An active ClickFunnels 2.0 account
• An existing Workflow

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Active

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

Enabled example:

Disabled example:

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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.

• 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 Calendar and Event Type 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.

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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.

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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.

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Calendar and Event Type

You have the option to select a “calendar” or “event type” or both to trigger a workflow. They must be created in the Appointments app before they appear in the dropdown menu.

When you only select a specific “Calendar”, any events within that calendar will trigger the workflow.

When you only select a specific “Appointment Event Type”, the workflow will only trigger when appointments with that event type are scheduled.

When both a “Calendar” and “Appointment Event Type” are selected, the workflow will only trigger if the selected calendar and event type match.

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Course Module/Course Lesson

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

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Inbox

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

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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.

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Contact entered/exited Stage

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

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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.

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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.

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Variant

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

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Additional Information

• Workflows: How to Manage Triggers
• Funnels: How to Create a New Funnel
• Pages: How to Create a New Page
• Products: How to Create a New Product

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