The wonderful thing about triggers... are triggers are wonderful things.
Kulea triggers act as the 'If this' in an 'If this, then that' statement. They're the thing your contact needs to do before being entered into a journey.
Triggers can work in isolation with a single event i.e. a contact viewed a web page, be combined with multiple events using an OR condition i.e. a contact viewed a web page OR opened an email, or be combined with filters i.e. a contact viewed a web page AND their job title contains the word 'Director'.
For an explanation on what each trigger does, please read on...
There are 6 triggers based on you contact's web activity:
Visits a specific webpage
Triggers a journey when a known contact visits a specific webpage: simply copy and paste your webpage URL from your browser and paste into the blank field. Please make sure you include the full URL, including the https:// text.
*Note, this will only work on pages that have your Kulea tracking code embedded on them, so http:/Facebook.com won’t work (unless you’re Facebook of course!)
Visits a specific website
Triggers a journey when a known contact visits any page that has your Kulea tracking code embedded in it.
Visits a specific landing page
Triggers a journey when a known contact visits a specific landing page: simply select your landing page from the drop down list.
*Note: If the list is empty, it’s because you haven’t built any landing pages yet!
Visits any landing page
Triggers a journey when a known contact visits any landing page that you have saved in ‘my landing pages’
Clicks a specific link on a specific landing page
Triggers a journey when a known contact clicks a named link/button on one of your Kulea landing pages
Clicks any link on a specific landing page
Triggers a journey when a known contact clicks any link/button on one of your Kulea landing pages
There are 6 triggers based on your contacts user activity:
Subscribes
Triggers a journey when a contact subscribes to your email communications (normally followed up with an email nurturing sequence).
Unsubscribes
Triggers a journey when a contact unsubscribes to your email communications
Downloads a specific file
Triggers a journey when a known contact downloads a specific file that you have uploaded to your file library.
Downloads any file
Triggers a journey when a known contact downloads any file that you have uploaded to your file library.
Completes a specific form
Triggers a journey following the successful completion of a specific form: simply select a landing page that has a form embedded in it from the drop down list.
Completes any form
Triggers a journey following the successful completion of any form you have saved in Kulea.
There are 8 triggers based on how your contact interacts with your emails:
Receives a specific email
Triggers a journey when a contact receives a specific email (that you choose from your drop down list)
Opens a specific email
Triggers a journey when a contact opens a specific email (that you choose from your drop down list). Be a little careful with this one, as following the IOS 13 update, apple's bots are opening a lot of emails and triggering false open events
Clicks a specific link in a specific email
Triggers a journey when a contact clicks a specific link within a specific email
Clicks any link in a specific email
Triggers a journey when a contact clicks any link within a specific email
Receives any email
Triggers a journey when a contact receives any email - any email at all!
Opens any email
Triggers a journey when a contact opens any email. Good for confirming that an email address is active!
Clicks a specific link in any email
Triggers a journey when a contact clicks a specific link (just copy and paste the link into the empty field). Useful if you have the same link appear in all your emails I.e. a Calendly link
Click any link in any email
Triggers a journey when a contact clicks any link in any email. Great for establishing whether a contact still exists!
There are currently 9 available triggers based on the CRM activity:
New contact is created by XSLX import
Triggers a journey when a new contact is imported to your Kulea CRM through a CRM import by XLSX
Existing contact is updated by XSLX import
Triggers a journey when an existing contact is merged to your Kulea CRM through a CRM import by XLSX
New record is created by API/Zapier import
Triggers a journey when a new contact is imported to your Kulea CRM through a CRM import by API/Zapier
Existing record updated by API/Zapier import
Triggers a journey when an existing contact is merged to your Kulea CRM through a CRM import by API/Zapier
New record is created manually
Triggers a journey when a new contact is created via the green 'add new contact' button on the CRM contact page
Existing record updated by manually
Triggers a journey when an existing contact is manually updated by editing their contact record. This is often used in conjunction with a filter (see video at top of page)
We've also added two catch all triggers, is created and is updated, that you can use if you want to trigger someone into a journey that has been added through any of the above methods, or updated through any of the above methods.
Finally, we come to reaches a lead score threshold trigger, which, as the title suggest, fires the journey when a predefined lead score threshold is achieved by your contact. This is a particularly useful trigger, as it can be used to update CRM values and create sales alerts.
Please contact us via Freshdesk if you have any questions