Cratio Support Center

Triggers

"Triggers" are the primary source activity that sets a workflow step into motion, e.g., Belongs to Segment. You can add many triggering conditions so that the same workflow starts in multiple ways. 

In this article, you'll learn about available triggers in Cratio MAS

• Submits a form

  • This event is fired when the person submits an embedded or smart form

• Added to segment

  • This event is fired when the person Added to the desired segment(s).

• Belongs to segment

  • This event is fired when the person Belongs to the desired segment(s).

• Applied a tag

  • This event is fired when the person tagged with the desired tag(s).

• Removed a tag

  • This event is fired when the desired tag(s) removed from the person.

• Special occasion (birthday/anniversary)

  • This event is fired based on the person’s birthday/anniversary date.

• Contact updated

  • This event is fired as soon as a person’s field property gets updated.

How to add a new trigger?

1. Create/Edit an existing workflow

2. Click on “Define your trigger…” or “+” icon to add new trigger

3. Choose the trigger which you want to use from the list

4. Choose the relevant details based on the trigger

5. Click “Update”

6. Trigger added successfully

7. Click “Apply Changes” or “Save and Exit”

Actions

An action is something executed by the system (e.g. Send an email, Remove tags etc.,)

In this article, you'll learn about available actions in CommerceSend.

• Send an email

  • Send an email to the selected person.

• Send an SMS

  • Send a text message to the selected person.

• Modify people tag

  • Apply or remove tag(s) from the selected person.

• Update contact

  • Add or update the people property.

• Delete contact

  • Delete the selected person (and their data) from your account, and this action is irreversible.

How to add a new action?

1. Create/Edit an existing workflow

2. Click on “+” icon in the flow

3. Click “Action”

4. Choose the action which you want to use from the list

5. Choose the relevant details based on the action

6. Click “Update”

7. Action added successfully.

8. Click “Apply Changes” or “Save and Exit”

Decisions

A decision is a Workflow feature that helps you intelligently analyze which of your people should get particular actions applied to them. These are all based on unique filter criteria like segments, tags, customer engagements, locations that the people might have when passing through a decision.

Basic Use Case

When the people reached this decision, it will scan to see if the people has satisfying criteria like the Email is read or not. If that’s true for the lead, who have reached the decision, they will go down below the Yes path, and they will get the next action accordingly. For the people, whose condition is false, they will go down below No path and exit from the workflow.

How to add a new decision?

1. Create/Edit an existing workflow

2. Click on “+” icon in the flow

3. Click “Decision”

4. Enter the name of the decision

5. Form the condition as you want

6. Click “Update”

7. Decision added successfully

8. Click “Apply Changes” or “Save and Exit”

Split

Split allows you to run multiple decision paths in Workflows. Each branch of the split can contain goals, actions, delays, exits, and decisions. Splits look very similar to decisions.

How to add a new split?

1. Create/Edit an existing workflow

2. Click on “+” icon in the flow

3. Click “Split”

4. Click on “Name your condition”

5. Enter the name of the condition

6. Form the condition as you want

7. Click “Update”

8. Split added successfully

9. Click “Apply Changes” or “Save and Exit”

Delay

Delay allows you to pause the people at a specific step of your workflow for a given duration of minutes, hours, or days. You can also select which particular day of the week and the time you want to delay and release your leads. if lead achieves a downstream goal in the workflow, it can pull a lead out of a delay early.

How to add a new delay?

1. Create/Edit an existing workflow

2. Click on “+” icon in the flow

3. Click “Delay”

4. Set your delay settings

5. Click “Update”

6. Delay added successfully

7. Click “Apply Changes” or “Save and Exit”

Goals

The Goal is a kind of action in a workflow which is used to measure the effectiveness of your marketing. If used correctly, it can provide a big picture of how a small piece of your marketing is working. 

In addition, the goal is one of the steps in a workflow that removes the lead from any step directly above that. Their typical green color used to recognize them as goals easily.

How to add a new goal?

1. Create/Edit an existing workflow

2. Click on “+” icon in the flow

3. Click “Goal”

• Choose the goal you want to use from the list
• Choose the relevant details based on the goal
• Click “Update”

7. Goal added successfully

8. Click “Apply Changes” or “Save and Exit”

Exit

Workflows allow you to perform in a broad array of steps for your leads. Occasionally, you might need to remove leads from a workflow when certain conditions meet. Exit make this easy to do.    

You’ll notice a built-in exit with each new workflow you create. This exit could not be altered or removed. You should build any steps you want your subscriber to complete, directly above the workflow’s final exit point.

How to add a new exit?

1. Create/Edit an existing workflow

2. Click on “+” icon in the flow

3. Click “Exit”

4. Exit added successfully

5. Click “Apply Changes” or “Save and Exit”