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Workflow Trigger

A workflow trigger is a condition that initiates the execution of a workflow. Triggers are crucial for defining when and how workflows should start, allowing for automated responses to specific events or changes within the system.

Key Aspects of Workflow Triggers:

  1. Triggers are Event-Based:
    • Workflows are triggered in response to specific events occurring within the system. For example, a purchase event, a user logging in, or a page view can all serve as event-based triggers.

Examples of Workflow Triggers:

  1. User Registration Event:

    • Trigger: A new user registers on the website.
    • Workflow: Sends a welcome email, updates the user profile with registration details, and adds the user to a new user segment.

  2. Abandoned Cart Event:

    • Trigger: A user adds items to their cart but does not complete the purchase within a specified timeframe.
    • Workflow: Sends a reminder email to the user, offers a discount, and updates the user profile with the abandoned cart information.

  3. Profile Update Condition:

    • Trigger: A user's profile is updated with a new email preference.
    • Workflow: Adjusts the email marketing preferences in the user's profile, ensuring future emails match the user's new preferences.

  4. Daily Data Processing:

    • Trigger: Scheduled to run daily at 2 AM.
    • Workflow: Aggregates daily user activity data, updates analytics dashboards, and archives old data.

Setting Up Workflow Triggers

Workflow triggers are configured within the Tracardi Workflow Editor. Here’s how to set them up:

  1. Select Trigger Type:

    • Choose between event-based, condition-based, or scheduled triggers based on the desired initiation criteria for the workflow.

  2. Define Trigger Criteria:

    • Specify the event type (e.g., purchase, login, page view).
    • Specify the event source
    • Define what consents must be granted to run the workflow
    • Specify the workflow

  3. Configure Workflow Actions:

    • Design the workflow by adding nodes and defining actions that should be performed when the trigger activates the workflow.

  4. Save and Activate:

    • Save the workflow configuration and activate it to start listening for the defined triggers.