Which triggers and actions can I use for my automations?

A whole bunch of them :)

You can create a marketing automation strategy in E-goi to automate anything you want, from a no-frills autoresponder to complex sales pipelines.

E-goi's automation workflows are activated by triggers, going through actions and making things happen.

For example, you may want to start an automation with the "Subscription" trigger and then auto-send your subscribers a welcome email using the "Send campaign" action. Pretty simple!

 

 

Which triggers are available?

 

 

Anyone interacting with a trigger in your automation will be immediately funnelled into the automation workflow:

 

 Subscription: It'll kick your automation off every time a contact subscribes to the list, either by clicking the sign-up form's confirmation email (for double opt-in forms) or by simply submitting the form (single opt-in).

You can also choose which specific form will enable the trigger, if any.

Contacts you add manually or via our API to the same list will enable this trigger as well.

It's a popular choice for follow-up series!

 Subscription edit: Kickstarts your automation whenever someone in your list updates the data in their subscription (by clicking the "Edit subscription" link which E-goi adds to your emails and then saving their profile).

Perfect for progressive profiling!

 Campaign open: Runs the automation whenever someone in your list opens a specific campaign.

How about auto-tagging your email openers or rewarding them with a special offer? This trigger makes it a doddle!

 Clickthrough: This one activates the automation whenever someone in your list clickthrough a specific campaign.

You can choose the specific link which will act as a trigger.

 Referral: Sets off your automation for any contact who uses E-goi's send-to-a-friend link to share your email.

 Conversion: If one of those friends that received a referral then signs up for your list (ie, becomes a conversion), this trigger allows you to reward the original influencer or do anything else you fancy.

Great for member-get-member campaigns!

 Unsubscribe: Did someone just opt out (oh dear)?

You can make this set your automation in motion (eg. tagging the unsubscriber or notifying your sales reps).

 Date: Use this one to trigger an automation on a certain date.

This can be a specific date, your customer's birthday, their list sign-up date, their medical appointment, the date of their last purchase, an upcoming event or any other date of your choice.

If you choose a date such as the date of their most recent purchase, you'll need to add a date field in your list.

Choose whether to trigger it on the exact date and time or a couple days before or after.

It's perfect to send a birthday gift to your customers!

 Condition: If you'd like for something to happen whenever a specific segment in your list has contacts, this trigger will do it for you daily, weekly or monthly. Any action it triggers will apply to all contacts in that segment.

This is a great way to automate sending special discounts to your most engaged customers - all you have to do is ensure your customer segmentation is on point :)


 Track & Engage: Got an online store? Track & Engage automates shopping cart recovery and win-back campaigns!

Just use this trigger, activate Track & Engage across your site and choose which goal (eg. item added to cart) will enable your automation.


 Reply: If you've enabled the "Store replies" option in your email campaign, you can make something happen whenever someone answers your email (eg. auto-replying or notifying your sales reps).
 

 Tag added: Tags are perfect to easily slice-and-dice your contacts into segments.

Say you've used E-goi to tag people who attended your physical store as part of an event. This trigger can push a thank-you campaign out there for them at the touch of a button.
 

 Tag removed: This trigger sets off the automation when the tag you choose is removed from any contact. You can use this to stop another automation or adjust a contact's score, among other actions.

 

 

Can I have my trigger activated by what contacts do in a segment instead of the whole list?

Yep! Simply edit your trigger (click the pencil icon over it) and choose the segment the trigger will apply to.


 

Got my trigger all set! Which actions can I add to it?

 

 

Triggers connect to actions - this is what makes an automation work:


 

Conditions and workflows
 

 Wait: Essential for any timed follow-up sequence.

Use this to set delays (minutes, hours, days, etc.) between triggers, campaigns or anything else. You can stand by for a day of the week, even down to a specific time!

Wait actions may also wait until contacts meet special conditions, such as being added to a segment.

Keep in mind that an automation with no "Wait" at all in it will funnel contacts straight away from start to finish as soon as it's triggered!

 

 Condition: This one is a doozy! Conditions split your sequence into two series of actions; one for contacts matching a segment (it'll be marked as "YES") and another for contacts who don't match it (marked as "NO").

This allows you to do some nifty segment-fu easily, such as emailing a voucher to whoever clicked through the previous email in the sequence and tagging anyone who didn't as "cold lead".

Conditions are always based on segments, so all you need to do is select the segment that the condition will apply to. We've added a couple automatic segments (eg. "everyone who clicked the last email in the sequence") to get you started, but you can use any segment or tag you create yourself.

 

 A/B test: Allows you to split-test anything in your funnel to find out what works best (eg. an email-only onboarding versus an email+SMS combo)

 

 Jump to: Jumps to an action of your choice in a different automation you previously created. For those of you building highly complex nurturing pipelines, you'll love this to bits!

If the other automation isn't in the same contact list, you'll need to choose which field E-goi will use to match up contacts (usually their email address).

Also keep in mind any actions you add after "Jump to" will apply to contacts even if they jumped over to the other automation!

 

 End another automation: Also useful if you're using multiple automations. Any contact landing here will stop being affected by another automation (eg. you've got two sweepstakes running but contacts can't enroll both at the same time).  

The automation to stop can even be from a different list! You'll need to choose which field E-goi will use to match up contacts in this case (usually their email address).

 

 Webhook: Sends the contact's information over to an external URL, so you can parse it. An easy way to quickly integrate E-goi with your CRM or online shop in case none of our integrations suit you.

 

 

Messages
 

 Send campaign: If you're setting an auto-responder, this is what your automation will actually dole out.

Just drag-and-drop this action into the automation workflow. You can choose what to send and create your campaign straight from the automation itself or pick a previously created campaign which hasn't been sent out yet.

If you go for an existing campaign, don't worry about hitting "Publish" when you're done! It won't get sent out right then, but rather wait until the automation does it. Also, the original campaign outside the automation will be unaffected.

 

 Notify: Self-explaining really. Use this to email or text a brief notification to any user in your E-goi account (say, your sales people).


 

Contact management
 

 Subscribe: Adds the contact to a different list. If you work with multiple lists, this action has you covered.

 

 Edit contact: Use this to change anything in a contact's profile, including any extra fields you've added. If one of those fields is of type "number", you can increase or decrease that number by the amount you set. Great for prospect scoring!

 

 Unsubscribe/disable: Quite handy to automate your list clean-up. You can choose to render unengaged subscribers inactive instead of removing them altogether (which would have you losing them for good!).

If you're unsubscribing people from a different contact list, you'll need to choose which field E-goi will use to match up contacts (usually their email address).


 Add tag: An easy way to tag contacts anywhere in your sequence (eg. "vip customer", "cold lead", "remember to call").


 Untag: Similar to the above, but the other way round (eg. remove the "cold lead" tag upon an email open).


 Add to suppression: Got anything in your funnel requiring the contact not to be mailed ever again (not even be imported to another list)? Just use this action.
 

 

Do you have any workflows I can start off from?

Sure do! When creating your automation, simply choose from one of our ready-made templates :)