Setting Up Triggers

Triggers are the starting points of your automations. They define when your automation workflows should begin running. Understanding how to configure triggers effectively is crucial for creating responsive, intelligent automations.

🚀 Trigger Types

Form Submission Triggers

Basic Form Submission

The most common trigger - fires when any form is submitted.

Configuration:

• Form Selection: Choose specific forms or "All Forms"
• Submission Type: All submissions or only successful ones
• Frequency: Once per user or every submission

Best for:

• Welcome emails
• Lead notifications
• Data processing workflows

Conditional Form Submission

Trigger only when specific conditions are met in the form data.

Configuration:

• Field Conditions: Specific answers or value ranges
• Logic Operators: AND, OR, NOT conditions
• Data Types: Text, number, date, choice-based conditions

Example Use Cases:

• High-value lead alerts (budget > $10,000)
• Service-specific routing (product interest = "Enterprise")
• Geographic targeting (location = "Netherlands")

Field Value Triggers

Specific Answer Trigger

Activate when particular form fields contain specific values.

Configuration:

• Field Selection: Choose from any form field
• Condition Type: Equals, contains, greater than, less than
• Value Matching: Exact match or pattern-based

Examples:

Email field contains "@enterprise.com" → Route to enterprise sales
Budget field > €50,000 → Assign to senior sales rep
Industry = "Healthcare" → Send compliance information

Multiple Field Conditions

Complex triggers based on combinations of field values.

Configuration:

• Condition Groups: Multiple AND/OR logic groups
• Nested Logic: Advanced conditional statements
• Dynamic Values: Reference other field values

Time-Based Triggers

Delay Triggers

Execute actions after a specified time period.

Configuration:

• Delay Period: Minutes, hours, days, weeks, months
• Business Hours: Respect working hours and time zones
• Weekend Handling: Skip or include weekends

Common Uses:

• Follow-up emails (24 hours after submission)
• Reminder sequences (3 days before event)
• Re-engagement campaigns (30 days inactive)

Scheduled Triggers

Run automations at specific times or dates.

Configuration:

• Schedule Type: One-time, recurring, or date-based
• Time Zones: Respect user or business time zones
• Frequency: Daily, weekly, monthly, yearly

Examples:

• Weekly newsletter compilation
• Monthly report generation
• Birthday or anniversary messages

Behavioral Triggers

Email Engagement

Trigger based on email interaction.

Configuration:

• Action Type: Open, click, reply, forward
• Time Window: Within specific timeframes
• Link Specific: Track specific link clicks

Website Behavior

Activate based on website activity.

Configuration:

• Page Visits: Specific pages or page categories
• Session Duration: Time spent on site
• Return Visits: Frequency-based triggers

⚙️ Advanced Trigger Configuration

Lead Scoring Integration

Score-Based Triggers

Activate when lead scores reach certain thresholds.

Configuration:

• Score Threshold: Minimum or maximum values
• Score Categories: Demographic, behavioral, or composite scores
• Score Changes: Increases, decreases, or specific changes

Implementation:

Lead Score reaches 85+ → Notify sales team immediately
Engagement Score drops below 20 → Start re-engagement sequence
Combined Score = Hot Lead → Schedule automatic follow-up call

Multi-Form Triggers

Cross-Form Conditions

Trigger based on submissions across multiple forms.

Configuration:

• Form Combination: Specific form sequences
• Time Windows: Submissions within timeframes
• Data Consistency: Matching information across forms

Use Cases:

• Complete customer journey tracking
• Progressive profiling workflows
• Multi-step conversion processes

API and Webhook Triggers

External System Integration

Trigger automations from external sources.

Configuration:

• Webhook URLs: Secure endpoints for external systems
• Authentication: API keys and security tokens
• Data Mapping: Transform external data for Funnelflow

Integration Examples:

• CRM updates trigger follow-up sequences
• Purchase confirmations start onboarding
• Support ticket creation sends notifications

🎯 Best Practices

Trigger Selection Strategy

Start Simple

Begin with basic form submission triggers before adding complexity.

Recommended First Triggers:

1. Form submission → Welcome email
2. High-value lead → Sales notification
3. Specific service interest → Targeted information

Progressive Enhancement

Gradually add more sophisticated triggers as you understand your data.

Enhancement Path:

1. Basic triggers → Field-based conditions
2. Single conditions → Multiple condition groups
3. Immediate actions → Time-delayed sequences

Performance Optimization

Trigger Frequency Management

Avoid overwhelming your team or systems with too many triggers.

Guidelines:

• Limit high-frequency triggers
• Use delay between related triggers
• Batch notifications during business hours
• Set maximum trigger limits per time period

Condition Efficiency

Structure conditions for optimal performance.

Best Practices:

• Most selective conditions first
• Avoid redundant conditions
• Use specific field matches over broad searches
• Test trigger combinations thoroughly

Testing and Monitoring

Trigger Testing

Always test triggers before activating them in production.

Testing Checklist:

• Submit test forms with various data combinations
• Verify timing of time-based triggers
• Check condition logic with edge cases
• Test integration with external systems

Monitoring and Analytics

Track trigger performance and effectiveness.

Key Metrics:

• Trigger activation frequency
• Successful vs. failed triggers
• Response times for time-sensitive triggers
• Conversion rates from triggered automations

🛠️ Common Trigger Patterns

Lead Qualification Workflow

Form Submission → 
IF (Budget > €10,000 AND Industry = "Technology") → 
THEN (Score +50 AND Notify Senior Sales Rep)

Customer Journey Mapping

Interest Form → 
Wait 2 hours → 
IF (No Email Open) → 
THEN (Send SMS Follow-up)

Event-Based Automation

Webinar Registration → 
Send Confirmation Email → 
Wait until 1 day before event → 
Send Reminder Email

🚀 Next Steps

Ready to set up your first trigger?

1. Choose Your Trigger Type - Start with form submission for simplicity
2. Define Conditions - Set up any necessary field conditions
3. Test Thoroughly - Use test submissions to verify behavior
4. Connect Actions - Link your trigger to appropriate actions

Connect Actions → | View Trigger Templates →