Within MailBlue, there are many start triggers that allow you to initiate your created automation. But what exactly do these start triggers entail?
This article explains all possible start triggers for automations. A start trigger is the condition that determines whether a contact enters the automation. You can add multiple triggers to start the automation in different ways for contacts.
Please note: In general, we strongly advise against making changes to an active automation. This can lead to unexpected errors. Therefore, always set the automation to 'Inactive' before making any changes!
If the situation requires the automation to be 'Active' (e.g. starting contacts at a specific point), it is better to set this aside.
Subscribes to a list
When this start trigger is used, the automation starts as soon as a contact is added to a list. You can specify whether this applies to a specific list or all lists.
You can use this trigger to:
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Send a welcome email.
Unsubscribes from a list
The automation starts when someone unsubscribes from a list. The contact can unsubscribe themselves or you can do it manually.
You can use this trigger to:
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Decrease a contact or deal score.
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Receive a notification when a contact unsubscribes.
Fills out a form
The automation starts when a contact fills out a form. You can specify which form this applies to.
You can use this trigger to:
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Increase a deal score.
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Send targeted emails using tags from the form.
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Collect contact information.
Opens/reads an email
When a contact opens an email, the automation starts. This can be based on individual campaigns or campaigns within an automation.
You can use this trigger to:
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Adjust a contact or deal score.
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Apply a tag to engaged contacts.
Clicks a link in an email
The automation starts when a contact clicks a link in one of your emails. You can keep this general where it doesn't matter which link or email it is. It is also possible to specify based on email, list, and link.
You can use this trigger:
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To apply tags.
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To send follow-up emails.
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To adjust contact or deal scores.
Webpage is visited
This start trigger utilises site tracking data. Once a contact visits the webpage, the automation begins. To use this trigger, you must first activate Site Tracking. You can enter the exact URL before the automation starts, such as the page where your pricing overview is located.
You can use this trigger to:
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To send follow-up messages.
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To apply tags.
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To adjust contact or deal scores.
Event is recorded
This trigger utilises Event Tracking Data. Once an event defined by you is recorded, the automation starts.
You can use this trigger to:
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To adjust contact or deal scores.
Shares an email
This trigger activates an automation when your email/campaign is shared on a social network. You can specify which networks. It only works if the link to the web version is shared.
You can use this trigger to:
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Receive a notification when the email is shared.
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Thank a contact for sharing the email.
Forwards an email
The automation starts when someone forwards your campaign.
You can use this trigger to:
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Thank a contact for forwarding the email.
Replies to an email
This trigger initiates an automation when a contact replies to a campaign or a personal email.
You can use this trigger to:
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Create a task to respond to the contact.
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Move a deal to another stage of the pipeline within the CRM system.
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Adjust a contact or deal score.
Tag is added
This trigger starts an automation when a specific tag is assigned to a contact. It doesn't matter how this tag is added. Since a tag can be used in a flexible way, the trigger options are extensive. A tag can indicate multiple actions by a contact, such as clicking, purchasing, replying, etc.
You can use this trigger to:
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To start an email series.
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To end another automation.
Tag removed
The automation starts when a specific tag is removed from a contact. It doesn't matter how the tag is removed.
You can use this trigger to:
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To end another automation.
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To adjust a contact or deal score.
Field changes
Once a field is updated for a contact, the automation starts. This applies to all fields, except the email address field. You can specify if the automation should start with any type of change or with a specific change (changes "to").
You can use this trigger to:
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To send a follow-up email.
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To receive a notification.
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To create a deal based on a field change.
Goal achieved
Once a contact achieves or skips a goal from another automation, the new automation starts.
You can use this trigger to:
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To receive a notification if the goal is skipped.
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To adjust a deal score when the goal is achieved or skipped.
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To create a follow-up.
Date-based
This trigger starts when a specific date field of a contact matches the date condition you have set in advance. For example, if you want to send an automated email to contacts on their birthday, you can do so with this trigger. You can also specify that you want the automation to start a certain number of days before a specific date, for example, if you want to send an email just before an event.
You can use this trigger to:
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To send a reminder for an event/occasion.
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To send a reminder for an appointment.
RSS Feed
The automation starts when an RSS feed is updated. You can specify how often this trigger should check for updates in the feed and how many new items need to be in your feed before the automation runs.
You can use this trigger to:
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To send an email for a blog update.
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To receive a notification when a new post is published.
Delete a website post
Automation starts as soon as a contact closes a message on your site. This trigger is only available for Professional accounts.
You can use this trigger to:
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Add a tag to a contact when they close a website message.
Conversion occurs
With this trigger, automation starts when a contact experiences a conversion that you have specified in advance. This trigger is only available for Professional accounts.
You can use this trigger to:
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Send targeted follow-up emails.
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Send a notification to your team.
Makes a purchase
Automation starts when a contact places an order in your webshop. You can specify whether the automation should run for every order or only for a specific product. For this trigger, you need a Deep Data integration and therefore it is only available for Plus and Professional accounts.
You can use this trigger to:
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Send a "Thank you for your purchase" message.
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Collect feedback.
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Start a new onboarding process.
Abandoned cart
With this trigger, automation starts when a contact leaves the shopping cart of your webshop. For this trigger, you need a Deep Data integration and therefore it is only available for Plus and Professional accounts.
You can use this trigger to:
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Send an email to contacts who have abandoned the shopping cart.
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Add a tag.
Score has changed
When the score of a contact or deal changes, the automation starts. This trigger utilises the Deals CRM feature and is only available for Plus and Professional accounts when subscribing to a CRM package.
You can use this trigger to:
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Add a tag.
Enter a pipeline
When a deal is added to a pipeline, the automation begins. This trigger utilises the Deals CRM feature and is only available for Plus and Professional accounts when subscribing to a CRM package.
You can use this trigger to:
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Send an email for a phone contact invitation.
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Start a new series of tasks and lead-to-customer notifications.
A stage has changed
The trigger starts the automation when the stage of a deal changes. This trigger uses the Deals CRM feature and is only available for Plus and Professional accounts when purchasing a CRM package.
You can use this trigger to:
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Automatically create tasks linked to each stage.
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Send targeted messages when a deal moves to the next stage.
The status of a deal changes
The automation starts when the status of a deal changes. This can be 'open', 'won', or 'lost'. This trigger uses the Deals CRM feature and is only available for Plus and Professional accounts when purchasing a CRM package.
You can use this trigger to:
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Create tasks when a deal is won.