What triggers can be used for automation?
Triggers are events or conditions that initiate automated email sequences. They come from various data sources.
Subscription events:
New signup → Welcome series
List change → Preference update confirmation
Unsubscribe → Feedback request
Purchase/Transaction events:
Order placed → Order confirmation
Order shipped → Shipping notification
Order delivered → Review request
First purchase → Thank you + onboarding
Repeat purchase → Loyalty acknowledgment
Browsing behavior:
Product viewed → Browse abandonment
Category browsed → Related content
Search performed → Search follow-up
Pricing page visited → Sales outreach
Cart/Checkout actions:
Cart created → Begin cart abandonment timer
Cart abandoned → Recovery sequence
Checkout started but not completed → Checkout abandonment
Engagement triggers:
Email opened/clicked → Send related content
No engagement for X days → Re-engagement campaign
Link clicked → Topic-specific follow-up
Survey completed → Thank you + segmentation
Date-based triggers:
Birthday → Birthday email
Anniversary of signup → Customer anniversary
X days since last purchase → Replenishment reminder
Subscription renewal approaching → Renewal reminder
Custom data triggers:
Field value changes → Relevant communication
Score threshold reached → Sales notification or offer
Segment entered → Segment-specific sequence
Every meaningful customer action or milestone can be a trigger. The question is which triggers warrant automated responses and what those responses should be.
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