Creating an Automated Playbook Trigger

Once you have created your Playbook, designed the steps and configured your playbook settings you now need to ensure the playbook is triggered in the correct circumstances.

Click on the Triggers Tab in the relevant playbook page and click on the +New Playbook Trigger link on the right hand side of the page. A pop-up box will appear [see below].

Playbooks are triggered when an Account or Contact are automatically added to a particular Segment. In the pop-up box, there is a drop down in the  Select a Triggering Segment field. Here you can select the relevant Segment. 

Below this you will need to select what you want to happen  If a trigger no longer applies... What this means is the Account or Contact no longer meet the conditions of the triggering segment. In this situation, you may want to cancel the playbook (and all associated Tasks or Messages) e.g. It may be redundant to continue with a Renewal Playbook once the renewal payment has been made, in which case click the Cancel Playbook button and click Save. In other situations the playbook should be completed irrespective of whether the Account or Contact is still in the triggering segment, in this case click the Continue Playbook button and then click Save.

You will now need to activate the trigger. 

In the relevant playbook page, click on the  Triggers tab. You will see a list of one (or multiple) triggers relating to this playbook. To activate the trigger, click on the Activate link in the Actions column. A pop-up box will appear, giving you the options to trigger this playbook for the Accounts or Contacts ALREADY IN the associated Segment (the number of Accounts/Contacts affected will be indicated). If you leave the box un-checked, only Accounts/Contacts that are added to the related Segment from this point on will have the relevant playbook triggered for them.

Once you are comfortable with your selection, click  Activate trigger...