Create a new blank trigger, use an existing best practices trigger or clone an existing trigger (from other clients/customers) and revise it.
Review an existing trigger. Or modify cloned trigger. Drag and sort into Criteria Field on left (Order is important).
Sample Page
Client:
Customer:
Suppression Rules – Which triggers to suppress against – for N period of time.
Assign Trigger to Budget Types (Sales or Service)
Budget Select Budget Sales Budget name=”budget_id” id=”budget_id”>Service Budget
Set a scheduled sequence for omni-channel delivery (Shows Products Selected)
Communications Channel Product Send After Delay Direct Mail Declined Services Snap with Check 3.0 Recovery 3upcheck –Nothing– Mail (on truck) Email CoVideo Email (unopened) CoVideo SMS Facebook Text Message ASAP 1 Day 2 Days 3 Days 4 Days 5 Days 6 Days 7 Days 8 Days 9 Days 10 Days 14 Days Email — No Products Defined — –Nothing– Mail (on truck) CoVideo Email CoVideo Email (unopened) CoVideo SMS Facebook Text Message ASAP 1 Day 2 Days 3 Days 4 Days 5 Days 6 Days 7 Days 8 Days 9 Days 10 Days 14 Days OTT — No Products Defined — –Nothing– Mail (on truck) CoVideo Email CoVideo Email (unopened) CoVideo SMS Facebook Text Message ASAP 1 Day 2 Days 3 Days 4 Days 5 Days 6 Days 7 Days 8 Days 9 Days 10 Days 14 Days Facebook — No Products Defined — –Nothing– Mail (on truck) CoVideo Email CoVideo Email (unopened) CoVideo SMS Facebook Text Message ASAP 1 Day 2 Days 3 Days 4 Days 5 Days 6 Days 7 Days 8 Days 9 Days 10 Days 14 Days SMS — No Products Defined — –Nothing– Mail (on truck) CoVideo Email CoVideo Email (unopened) CoVideo SMS Facebook Text Message ASAP 1 Day 2 Days 3 Days 4 Days 5 Days 6 Days 7 Days 8 Days 9 Days 10 Days 14 Days
Interval Schedule Summary of Trigger with Final Approval Button (Records user/date of approved trigger)
