Some common trigger events include:

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For example:

If a prospect visits the pricing page, then a chatbot pops up.
If a prospect fills out the form, then a specific email is sent.
If a prospect downloads the guide, then it triggers an opt-in popup.
3. Identify and define your triggering events
You must first identify and define the “trigger” to deliver timely and compelling messages to your audience.

Consider the “if” part of the formula as the trigger and indicator for the automation to activate the next steps.

Triggering events depend on the information loaded in your system and the marketing canada rcs data automation’s capabilities.



Website activity of the prospects
Criteria that your prospects meet in your database
Prospects’ responses to past email flows or campaigns
4. Identify system actions
Once you’ve determined your “trigger,” you can define the following action. This is the “then” portion of the equation.

Some common actions include:

Sending prospects an email
Enrolling prospects into an email sequence
Categorizing the prospect in the database
5. Create personalized messaging
80% of customers are more likely to buy after a personal touch.

If your trigger response (the “then” statement) involves a specific marketing tactic, such as campaign enrollment, it’s critical to understand how this contact differs from the rest in your CRM.