Articles in this section

Creating Triggers

Vine-Tuki
  • Updated
Follow

Creating Triggers

Select a trigger type from the Create Trigger dialog.

The dialog will list only triggers applicable for the selected primary triggering object.

  • Connection Added – triggers when the specified connection is added to the selected or any object.
  • Connection Removed – triggers when the specified connection is removed from the selected or any object.
  • Tag Added – triggers when an object is added to the selected tag list.
  • Tag Removed – triggers when an object is removed from the selected tag list.
  • Lead Phase Changed To – triggers when a lead's phase changes to the specified one. This can happen, for example, in the Vine Sales application. After the trigger activates, both the lead and sales persons are available and can be used in automation actions.
  • Lead points changed over X points in N days – triggers when a lead person acquires or loses X lead points within N days.
  • Document Downloaded – triggers when a person downloaded a selected document. This trigger will add the Downloaded document option to the Do this action to list in actions of your rule. This will allow you to create actions applied to the downloaded document. For example, you will be able to add the name of the downloaded document to an internal email or link the downloaded document to the person who downloaded it.
  • Form Submitted – triggers when a site visitor fills in and submits the selected form.
  • Questionnaire Filled – triggers when someone fills in the selected questionnaire.

  • Object Added – triggers when an object of the given type is created in the database.

  • Field Value Changed Over – triggers when the value of the selected field of any object of the primary object type becomes bigger (or equal) than the given value.

  • Field Value Changed Under – triggers when the value of the selected field of any object of the primary object type becomes smaller (or equal) than the given value.

  • Parameter Value Changed To – triggers when the value of the selected parameter changes to the set value.

  • Registered to Event – triggers when someone registers for the selected event.

  • Web Page Visited – triggers when an identified person visits the selected tracked web page.
  • Email Link Clicked – triggers when an email recipient clicks a certain link in email.

  • Subscribed – triggers when someone subscribes for a subscription list on the Vine Customer Web. (It does not trigger when a person has been added to the subscription folder manually in the Vine database.)

  • Unsubscribed – triggers when someone unsubscribes from a subscription list on the Vine Customer Web.

Connection Added

  1. Select a connection type.

  2. Select Specific object if you want the trigger to activate when a connection of the selected type is added to a specific object or select Any object if you want the trigger to activate when a connection of the selected type is added to any object.

  3. If you selected Specific object then enter the name of an existing object.

  4. Click OK.

Connection Removed

  1. Select a connection type.

  2. Select Specific object if you want the trigger to activate when a connection of the selected type is removed from a specific object or select Any object if you want the trigger to activate when a connection of the selected type is removed from any object.

  3. If you selected Specific object then enter the name of an existing object.

  4. Click OK.

Tag Added

  1. Select a tag from the Tag list or click Create to add one. Please note that tags of the primary object type are shown and if you create a tag then it will be of the primary object type as well.
    The trigger will activate when an object is added to the selected tag list.

  2. Click OK.

Tag Removed

  1. Select a tag from the Tag list or click Create to add one. Please note that tags of the primary object type are shown and if you create a tag then it will be of the primary object type as well.
    The trigger will activate when an object is removed from the selected tag list.

  2. Click OK.

Lead Phase Changed To

  1. Select a phase which should activate the trigger when a lead's phase changes to it.

  2. Click OK.

Lead points changed over X points in N days

  1. Enter a number of lead points which you want to activate the trigger. It can be an increase (a positive change) or a decrease (a negative change) in points.

  2. Enter a span of days over which you want to track these changes.

  3. Click OK.

Document Downloaded

 

  1. Select a document to trigger the rule.

  2. Click OK.

Form Submitted

  1. From the Form list, select a form which you want to activate the trigger. Now this trigger will be activated each time when a site visitor fills in and submits this form.

  2. Click OK.

Questionnaire Filled

  1. From the Questionnaire list, select a questionnaire which you want to activate the trigger. This trigger will be activated each time when someone fills in and submits this questionnaire.

  2. Click OK.

Object Added

  1. You cannot select the object type which is defined by the primary object type.

  2. Click OK.

Field Value Changed Over

  1. Object type is the primary object type. You cannot change it.

  2. Select the field whose value you want to be checked.

  3. Enter the value of the field. The trigger will be activated when the field’s value becomes bigger (or equal) than the given value.

  4. Click OK.

Field Value Changed Under

  1. Object type is the primary object type. You cannot change it.

  2. Select the field whose value you want to be checked.

  3. Enter the value of the field. The trigger will be activated when the field’s value becomes smaller (or equal) than the given value.

  4. Click OK.

Parameter Value Changed To

  1. Object type is the primary object type. You cannot change it.

  2. Select the parameter field whose value you want to be checked.

  3. Enter the value of the parameter which you want to activate the trigger.

  4. Click OK.

Registered to Event

  1. Select an event.

  2. Click OK.

Web Page Visited

      • Select Specific Web Page if you want the trigger to activate when a specific page is visited
      • Select Starts with if you want the trigger to activate when any page with address starting with a given string visited.
      • Select Contains if you want the trigger to activate when a page is visited whose web address(URL) contains the text string you enter.
    2. If you have selected Specific Web Page:
  • Click the ellipsis button to open a list of available web pages.
  • Use the search filter to limit the listed web pages if needed and select the one you want to activate the trigger.

    1. If you have selected Starts with:

Enter the main starting part of the web address so that a visit to any web page whose address starts from this main part will activate the trigger:

    1. If you have selected Contains:

Enter a text string you want the URL of a triggering page of your site to include:

  1. Click OK.

Email Link Clicked

    1. Select Specific Web Page if you want the trigger to activate for a link to a specific page or select Starts with if you want the trigger to activate for any link starting with a given string.
    2. If you have selected Specific Web Page:
  • Click the ellipsis button to open a list of available web links.
  • Use the search filter to limit the listed web links and select the one you want to activate the trigger.

    1. If you have selected Starts with:

Enter the starting part of the web link so that a click to any link whose address starts with this part will activate the trigger:

  1. Click OK.

Subscribed

  1. Select a subscription list.

  2. Click OK.

Unsubscribed

  1. Select if you want the trigger to activate when someone unsubscribes from all marketing or from a a specific subscription list. 

  2. Click OK.

Comments

0 comments

Please sign in to leave a comment.