Triggered Actions

Search

The search feature allows you to search for a specified text string anywhere within the Trigger's Display Name or Internal Name.

1. Optionally, in the search field near the top of Triggered Actions screen, enter the desired text string.

2. Optionally, from the "Type" drop-down menu, select a Trigger type (or "Any type").  

3. Optionally, from the "Status" drop-down menu, select a Trigger status (or "Any status").  

4. Optionally, from the "Effectivity" drop-down menu, select a Trigger effectivity (or "Any effectivity").  

5. Press Enter, or click the search button (magnifying glass icon).

6. The Triggered Actions screen is refreshed to show only the Triggers that meet your search criteria. Please note that if you enter multiple search criteria, the platform displays only the Triggers that meet ALL criteria.

7. To remove all search criteria, click the remove button ("X" icon).

Expand / Collapse

Within the Triggered Actions screen, all of the Triggers are displayed beneath a sub-heading that indicates the Trigger Group. Optionally, you can expand / collapse a Trigger Group by clicking the minus-sign or plus-sign icon next to the Trigger Group name.

To create a new Trigger:

1. In the "Enter Display Name" field, enter the Display Name value for the new Trigger.

2. From the "Select Trigger Group" drop-down menu, select a Trigger Group (or "All"). For more details on how to create Trigger Groups, please see Trigger Action Settings.

3. Click create. The "Edit Trigger" pop-up window is displayed.

4. The "Display Name" field is populated with the value you entered above; optionally edit this value.

5. The "Internal Name" is automatically populated based on the "Display Name" value. This field is disabled by default. To edit the Internal Name, check edit internal name. A confirmation dialog box is displayed; click ok. Edit the Internal Name value.

6. In the "Description" field, enter a description of the Trigger.

7. The Trigger Group you selected above is automatically selected in the "Trigger Grouping" drop-down; optionally select a different Trigger Group.

8. From the "Triggered Type" drop-down menu, select one of the following trigger types:

Activity ProcessedActivity Processed

Tier ChangedTier Changed

Metric ChangedMetric Changed

9. Click save. The Trigger is added to the screen, within the specified Trigger Group section. By default, the new Trigger is added to the very bottom of its Trigger Group (see "Rearrange Triggered Actions" below for more details on how to move a Triggered Action within its Group). .  

Next, you need to define the logical conditions for the Trigger, identify the resulting action that the platform should take when the conditions are met, and set the Trigger's status and effectivity period. See below for more information on these processes. 

The "condition" is used to express the business rules for executing the Trigger . The condition for each Trigger is displayed within the "Condition" column on the Triggered Action screen.

To define or edit a condition:

1. Within the "Condition" column of the desired Trigger , click the edit icon. The "Conditions" pop-up window is displayed.

2. To add a condition, click the Add Rule button (smaller plus-sign icon). The platform adds a new blank row for defining the logical condition.

3. From the first drop-down menu, select the desired field. This menu is populated with all of the different attribute types for building a condition (see below for more details on how to build rules using each of the different attribute types).

4. Select a mathematical operator. The available operators will vary based on the data type of the selected field.

5. Enter or select a value.

6. Some attribute types require you to define a date range. Click "Edit." From the "In period" drop-down menu, select one of the pre-defined date ranges, such as "Year to Date" or "Previous Month." To define a custom date range, select "Custom," then enter the begin and end dates. Click save.

7. To add more logical conditions to this rule, repeat the above steps as needed. Once you define more than one condition, you must select the logical operator -- AND or OR. The default option is AND; to use OR, click the OR toggle button.

8. By default, the conditions use "include" logic, meaning the Trigger will select records that match the logical condition(s). Optionally, you can use "exclude" logic, so that the Triggered Action selects Members that DON'T match the logical conditions. To use "exclude" logic, check the "NOT" check box.

9. Optionally, you can organize logical conditions into a group. The group has its own AND / OR operator which allows you to define more complex, sophisticated Triggered Actions. To create a group, click the Add Rule Group button (larger plus-sign icon). The platform adds a new blank row for defining the logical condition within the group. You can create more conditions within the group, by clicking the Add Rule button (smaller plus-sign icon) within the group box. You must also select the logical operator (AND or OR) for the conditions within the group.

Note: It's important to distinguish which "add" button you want to use (Add Rule or Add Rule Group), and also where the button is located. The smaller plus-sign icon is used to add a single new logical condition. If you have a group within your Triggered Action, you'll see an Add Rule button at the parent level, and also within the group, so be sure you click the right one, depending on where you want to add the new condition. The larger plus-sign icon with a square around it is used to add a new group. This button is available at the parent level, and also within the group (allowing you to create a nested group).

10. If you need to remove a condition, click the Delete Rule button (smaller minus-sign icon). Likewise, if you need to remove an entire group (which removes all conditions within the group), click the Delete Rule Group button (larger minus-sign icon).

11. When finished click save. The condition logic is displayed as a Groovy code expression within the "Condition" column on the Triggered Actions screen.  

Note: The "condition" for a Trigger consists of only one Rule (potentially with multiple logical conditions contained within it). Unlike when building Segment logic, a Trigger can't have more than one Rule.

Attribute Types

The available attribute types when setting up a Trigger condition are described below.

Member Profile -- AttributeMember Profile -- Attribute

Member Profile -- PreferenceMember Profile -- Preference

Member FunctionsMember Functions

Member Metric: ChangeMember Metric: Change

Activity History: FrequencyActivity History: Frequency

Activity History: AggregateActivity History: Aggregate

 

When the conditions of a Trigger are satisfied, the platform will execute the action, or event, associated with the Trigger. To identify what action the platform should execute:

1. Within the "Action" column of the desired Trigger, click the edit icon. The "Edit Triggered Action" pop-up window is displayed.

2. From the "Action Type" drop-down menu, select an action. The platform supports a wide range of actions, such as sending a message, granting an Reward, or updating a Member Attribute. See Action Types for more details. 

3. Depending on the option you selected above, the "Edit Triggered Action" pop-up window displays additional properties that you must enter or select in order to configure the action. For example, if you selected "Grant Award," you'll be prompted to select the desired Reward to grant. Or, if you selected "Update Member Attribute," you'll be prompted to pick the Attribute, and enter its new value.

4. When finished click save. The action is displayed within the "Action" column on the Trigger screen.  

Note: Only one action can be assigned to a Trigger. If you need the platform to perform multiple actions, you need to define separate Triggers for each one. You can then use Trigger Groups to control the relationship between those different Triggers.  

To set the Trigger's status and effectivity period:

1. Within the "Status" column of the desired Trigger, click the edit icon. The "Edit Trigger" pop-up window is displayed.

2. The Trigger status is used to specify when a Trigger is actively in use. From the "Status" drop-down menu, select the desired status value -- Draft, Published, or Archive.

3. Select an effectivity option:

• Always: This Trigger doesn't expire.

• Scheduled: Enter a start date and end date. Optionally, check "Recurring" to use a recurring schedule. Select the desired schedule from the "Recurring Schedule" drop-down menu, or define a new recurring schedule (see below for details on that process).

4. Click save. The status and effectivity period are displayed within the "Status" column on the Triggered Actions screen.

Define a New Recurring ScheduleDefine a New Recurring Schedule

 

After you've created a Trigger, you must deploy the Triggered Action metadata.

If you have changed Triggers in your account that haven't yet been deployed, a warning message is displayed at the top of the Triggered Action screen. In a multi-user account, you could have Triggers created by different users. When you deploy the Triggered Action metadata to the server, the process automatically deploys the metadata for ALL modified Triggers, so you should always verify what Triggered Actions will be deployed before you run the deployment process.  

1. Within the warning message for undeployed Triggers, click the "Show diff" link.

2. The platform displays a pop-up window, showing the difference between the deployed and undeployed Triggers, so that you can see all the changes that will go into effect when you deploy metadata. When finished reviewing the differences, click close.

3. From the "Actions" menu in the top-right corner, select "Validate Trigger Rules Metadata."

Note: You can deploy metadata immediately, but the best practice is to validate the Triggered Actions logic before deploying metadata to ensure no incorrect expression code gets deployed to the server that could cause issues.

4. If the validation step passes, you'll see a message that says, "Trigger Rules metadata is valid." If the validation step fails, you'll receive an error message; review and correct your Triggered Action expressions, then retry the validation step.

5. Click deploy trigger rules metadata.

6. If the deployment was successful, you'll see a message that says, "Trigger Rules metadata as been deployed." 

Note: You can also deploy Triggered Action metadata by selecting "Deploy Trigger Rules Metadata" from the "Actions" drop-down menu.

To see the details of what Trigger metadata has been deployed:

1. From the "Actions" menu in the top-right corner of the screen, select "View Deployed Trigger Rules." The "View Snapshot" pop-up window is displayed.

2. Click the plus-sign to expand the message to view additional details, such as the total number of deployed Triggers. You can also drill in deeper, to see details of each deployed Trigger (name, type, conditions, etc.).

3. When finished, click the "X" icon to close the pop-up window.

The sequence in which the Triggers appear within a Trigger Group controls the sequence in which the platform executes the Trigger. For example, if you have five Triggers within a Group, and that Group is configured to use the "Execute only first applicable rule" strategy, the platform will interrogate the first Trigger in the Group. If that condition fails, the platform will move on to the second Trigger, and so forth.

To rearrange the Triggers:

1. To the left of the desired Trigger, click and hold on the "handle" area.

2. Drag-and-drop the Trigger to its desired new sequence.

Note: You can't drag-and-drop a Trigger into a different Trigger Group. To change a Trigger's inclusion in a Group, you must edit its properties (see below for more details on this process).

To edit the properties of a Trigger:

1. Search, sort, or filter the Triggered Actions screen as described above.

2. Within the appropriate column ("Trigger," "Condition," "Action," or "Status" ) of the desired Trigger, click the edit icon. The corresponding pop-up window is displayed.

3. Make any necessary changes to the Trigger properties.

4. Click save.

To delete a Trigger:

1. Search, sort, or filter the Triggered Actions screen as described above.

2. Within the right-most column of the desired Trigger, click the delete icon. A confirmation dialog box is displayed.

3. Click confirm.

 

To download the underlying JSON code for all Triggers:

1. From the "Actions" menu in the top-right corner of the screen, select either "Download JSON" or "Download JSON (Batch)."

2. The JSON code for all Triggers in your account is displayed in a separate browser tab.