Define a Smart List for a Trigger Campaign


 

Make a smart campaign run on one person at a time based on live events by adding triggers.

  1. Choose a smart campaign, then click Smart List.

    Image One

  2. Search for the trigger and then drag and drop it onto the canvas.

    Image Two

    NOTE

    A smart campaign with triggers runs in Trigger mode. It runs on one person at a time based on events triggered and any additional filters.

  3. Click the drop-down and choose an operator (e.g. is, is not, etc.) for the trigger you chose.

    Image Three

    CAUTION

    Red lines indicate errors or missing information. If not corrected, the campaign will be invalid and won’t run.

    TIP

    In a smart campaign with both triggers and filters, the triggers go at the top and when triggered, only people who satisfy the filter criteria go through the flow.

  4. Define the trigger.

    Image Four

NOTE

With multiple triggers, a person goes through the flow if ANY of the triggers are activated.

To run the campaign on a set of people all at the same time, learn how to Define Smart List for Smart Campaign | Batch.

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