Lost cart on the site

Allows to track events when a customer added products to the cart but did not place an order. 
The cart is considered abandoned if:

• the customer added products to the cart, but did not place an order;
• N seconds, minutes, hours have passed since the last actions with the cart (the settings are determined  upon agreement with the Partner).

Lost view on the site

This is a common trigger for abandoned viewing of product or product category. It allows to track events when a customer viewed product/product category on the website, but did not add it to his/her cart. Viewing is considered abandoned N seconds, minutes, hours after the customer has viewed a product (the settings are determined  upon agreement with the Partner).

Lost view of category

The trigger allows to track events when a customer visited the product category on the website, but did not add products to his/her cart. Viewing is considered abandoned N seconds, minutes, hours after the customer has viewed a category (the settings are determined  upon agreement with the Partner).

Lost view of product on the site

The trigger allows to track events when a customer viewed the product on the website, but did not add it to his/her cart. Viewing is considered abandoned N seconds, minutes, hours after the customer has viewed a product (the settings are determined  upon agreement with the Partner).

It is possibile to configure this trigger for viewing items of a specific price category. If the checkbox Check price is enabled, the trigger will be activated for products the price of which is higher than the specified price. 

The screenshot shows an example of the setting, where the trigger will be activated only if customers view products with a price higher than 10 US dollars.

Anniversary (Х days before/after):

• first order/receipt
• last order/receipt
• birthday
• date of registration

Days since order

The trigger is activated when the specified number of days has passed since the first/last receipt.

For example, the customer has not purchased anything for the last 60 days:

Days since registration

The trigger is activated if the specified number of days has passed from the date of registration:

• for online stores — number of days since registration on the website.
• for offline stores — number of days since registration in the Loyalty Program.

Added a product to the container

The trigger allows to track adding of products by the customer to a specified container.

Select the required container from the drop-down list in the Container field.

Product in cart is low on stock

Product price has changed

Allows to track change of product price.

Select the required container from the drop-down list in the Container field.

It is also necessary to specify the direction of change (the price went down or went up) and set the value of minimal change (in dollars or as a percentage).

Customer registeration

Customer registration + filter

Customer visited the site section

The trigger allows to track customer's visit to a certain section of the website.

To select a section, strat typing its name in the Section field. The list will display all sections containing the typed text in their names.

Customer visited the site

Viewed product on the site

The trigger allows to track product viewing on the website. 

To select a product, choose equal and enter the product name from the product catalog in the nearby field. Or select contains and start typing the product name. The list will display all products that have the typed text in their names. This trigger can be used if there is a promo for a specific product or any related product. 

Viewed product category on the site

The trigger allows to track viewing product from a specific category.

To select a product category, start typing its name in the Category field. The list will display all categories containing the typed text in their names. This trigger can be used if there is a promo for a specific product category.

Item purchased

The trigger allows to track purchase of a product. 

To select a product, start typing its name in the Item field. All products containing the typed text in their names will be displayed in the list.

Item from specific category purchased

The trigger allows to track purchase of a product froma specific category.

To select a category, start typing its name in the Category field. The list will display all categories with the typed text in their names.

Date has come

The trigger allows to launch a campaign on a scheduled date.

The field Wait, hours...minutes ... allows to set the time of trigger launching. If you don't do this, the trigger will be activated on the scheduled date at 00:00 (according to the time zone specified in the Settings > General Settings > Contact Details > Time Zone).

Sometimes there is a need to re-use campaigns that start with the Date has come trigger. For example, on the 2nd day of last month there was a promo and you launched a campaign to notify about this promo on the 1st day of the same month. A couple of months later, there is a need to run a similar campaign for sending notifications. You can do it by replacing the start date in the trigger and the text about a promo in the message.

In this case, the value of the Threshold before second hit parameter should be less than the time period passed from the start of the previous campaign. Otherwise the customers will not get into this campaign upon re-use, as the System will consider that the customers have already been hit in the campaign before and they should be excluded. 

Date come for order

This trigger allows to launch a campaign a few days before/after/upon occurrence of the date specified in one of the order fields.

For example, an order storage term at a pick-up point may be specified in a separate field. In this case you can set up a notification that the order will soon be retuned back from a pick-up point.

To select a date, start typing its name in the Date field. The list will display all fields containing the typed text in the name.

There are several timing options to start the trigger:

• On the specified date;
• Specified number of days before tha date;
• Specified number of days after the date.

The trigger will be activated at 00:00 (according to the time zone specified in the Settings > General Settings > Contact Details > Time Zone). If it is better to perform further actions during working hours, set the delay using the Wait action or fill in the Wait, ...hours ... minutes field. 

Date come for client

This trigger allows to launch a campaign on a special date for the customer that was specified in one of the fields of Customer Profile.

It is possible to tie the campaign launch to one of the following dates:

• Birth date;
• Registration date;
• First order date;
• Last order date;
• Activation date;
• Date of last replenishment.

The trigger will be activated at 00:00 (according to the time zone specified in the Settings > General Settings > Contact Details > Time Zone). If it is better to perform further actions during working hours, set the delay using the Wait action or fill in the Wait, ...hours ... minutes field. 

Sometimes there is a need to re-use campaigns that start with the Date come for client trigger. For example, there was a promo associated with the customer's last order. A couple of months later, there is a need to run a similar campaign for notifications by replacing the text of the promotion message.

In this case, the value of the Threshold before second hit parameter should be less than the time period passed from the start of the previous campaign. Otherwise the customers will not get into this campaign upon re-use, as the System will consider that the customers have already been hit in the campaign before and they should be excluded. 

Bonuses expected expiration

The trigger allows to launch a campaign if the customer's bonus points are about to expire.

The following conditions can be used in the Days to the nearest deactivation and Number of deactivation bonuses:

• more;
• less;
• more than or equal to;
• less than or equal to;
• equal to;
• number of days;
• number of bonus points.

For example: the trigger will be activated for those customers who have more than 500 bonus points expiring after 7 days or less.

Order is paid

This trigger is activated when the order payment status changes from Pending to Paid. This trigger is designed for online stores, where the order can be placed online and paid later, for example, upon receipt.

Order is canceled

the trigger is activated if the order status is changed to Canceled.

Repeat date

This trigger allows to launch repeated campaigns on the scheduled dates.

The Recurrent rules allow to set the frequency of the campaign start. Select the required option in the How often field:

• daily;
• weekly;
• monthly;
• yearly.

The Wait, hours ...minutes field allows to set the time for trigger launching. If you will not do this, the trigger will be activated on the scheduled date at 00:00 (according to the time zone specified in the Settings > General Settings > Contact Details > Time Zone).

Getting into RFM segment

Позволяет выбрать сегмент, а также R (давность), F (частота) и M (стоимость) показатели на клиента. Если клиент находится в пределах данных сегментов, будет срабатывать этот триггер.

Необходимо создать сегмент либо выбрать ранее сохраненный, и указать какие именно показатели нужно отследить. Например, R=5, F=5, M=4.

Если для параметра вместо цифры указать *, то этот параметр не будет учитываться и может принимать любые значения.

Например, необходимо отследить клиентов, которые в R-сегменте находятся в 3 категории, а частота (F) и стоимость (M) покупок не должны учитываться:

Getting into segment

Позволяет выбрать сегмент, в котором находятся клиенты, для которых будет срабатывать этот триггер.

Необходимо создать сегмент либо выбрать из выпадающего списка ранее сохраненный.

Event occurred

Позволяет отследить событие на сайте. 

Чтобы выбрать событие, начните вводить его название в поле Имя события. В списке будут выведены все события, у которых в названии содержится введенный текст.

Примеры событий:

• Обращение в Контакт-центр;
• Сообщить о поступлении в продажу.

Подробнее о событиях можно прочитать в отдельной статье.

Poll completed

Days passed since the last website visit

Order is placed

Данный триггер настроен в Системе по умолчанию. Он срабатывает при совершении покупки в офлайн или онлайн магазине, когда в Системе появился чек.

При необходимости можно указать глубину поиска чеков в днях, заполнив соответствующее поле.

System event

Позволяет отследить системные события. Чтобы выбрать событие, начните вводить его название в поле Имя события. В списке будут выведены все события, у которых введенный текст содержится в названии.

Пример события: товар Х появился в наличии.

Подробнее о событиях можно прочитать в отдельной статье.

Offer was triggered

Триггер активируется, если сработала указанная акция. В поле Код акции необходимо указать идентификатор акции, для которой настраивается триггер. Также можно задать глубину поиска чеков в днях.