Using Triggers, you can activate your campaign based on a certain event or action taking place, rather than choosing a date & time. These actions or events are:*

• Attended OFI / Open Home
• Clicked Link
• Contact Event Date
• On Subscription
• Tag Changed
• Viewed Email
• Contact Loan 

* Trigger options will differ based on:
- Product, e.g.: Contact Loan is only available to Mortgage users;
- Access, e.g.: Tag Changed is available to Admins and Users, but not Office Wide accounts.

Attended OFI

A campaign can be triggered based on a contact being marked as having attended an open home, within a selectable time period.
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Note: This depends on your contact CRM being integrated with ActivePipe.

Clicked Link

A campaign can be triggered based on a contact clicking on a particular link in one of your emails.

Contact Event Date

A campaign can be triggered based on contact date events, e.g: a birthday or anniversary.
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On Subscription

A campaign can be triggered when a contact is first subscribed, e.g: Commonly used for Welcome Emails.
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Tag Changed

A campaign may be triggered based on a contact having a Tag Changed: *

• Use the Tag name dropdown to select a tag from your available options;
• Then use the second dropdown to choose if the campaign is to be triggered when the tag is Added or Removed.

When using Tag Added, you have two options:

• Send only to contacts that have the tag added after the campaign is activated (by leaving the checkbox unticked);
• Or tick the checkbox to also send to contacts that already have the tag when the campaign is activated.

* Tags may be added or removed manually, when synced with categories from your integrated CRM; or automatically based on intent. Tag Changed is not available to Office Wide users.

Viewed Email

A campaign can be triggered based on a contact viewing a specific email. 

Contact Loan

Trigger a campaign based on information related to a contacts loan.*
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* Only available to mortgage users.