Triggered email

Let's see how to set a triggered email

Go to Auto - Auto messages.

Click "Create new auto message".


  1.  Choose the trigger

Choose the trigger (event) which will initiate a pop up sending.

Important: With several triggers the message will be sent if ANY trigger works.

Choose a sending timeout after the event is completed: right after the event is completed, or after a time lag.

Set when the message will be sent: at any time or only at a particular period of time.

For example,



  1.  Audience

Then you can limit the audience who will see the auto message. You may not be going to address every lead who performed the trigger event.

On Audience step, select leads you are going to send this message to. 

Show to leads who satisfy filters

"All" equals to logical "AND". In other words, all conditions must be met.

"Any" equals to logical "OR". In other words, if one filter (or all of them) is met, the lead will match.

Lead properties

Indicate properties leads must satisfy.

Lead events

Events done by the lead before triggered event.

Important: If an auto message has a delay in sending (you may set it on "Choose the trigger" step), then events and properties will be reviewed after this time period: triggered action - N-time period - lead filters are checked.

Important: If you have a saved segment, then you don't have to select lead properties and events. Just click on the segment, and its conditions will be automatically applied here. 

For example,



  1.  Sending conditions

Select resending condition: send the message only once, or resend it if a lead fulfills all conditions again, after N-time period.

For example,



  1.  Form and content

Time to create the content of the email.

Select email type: standard, HTML, or you can make it via email builder.

Add the content into the field and check its view in the real-time window on the right.

If you have a template, you can select it from the list.

For example,



  1.  Goal

Select a goal you want to achieve via this message. Read more about goals in this article.

For example,



  1.  Review and launch

Check your settings and enter the name of this auto message. You can also indicate events for a message chain.

Click "Create and launch" if all settings are correct and if you want it to start working right now. Alternatively, click "Create and launch later".


Important: check all settings very carefully. You can't delete auto messages, only turn them off.

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