By default, there are three standard triggers set up in Fresh Relevance which are designed for specific purposes; cart abandonment, browse abandonment, and completion of a purchase.
There are plenty of other scenarios where you might want to trigger a message based on other visitor behavior, beyond the typical browse > cart > purchase cycle.
Learn more about capturing custom visitor behavior in Raising custom signals.
While being separate from our default trigger types, custom triggers offer the same benefits:
multiple stages and triggers
customizable delay intervals
visitor targeting
ability to load to a list in your messaging provider
capture and include data from the page
signals included in Firehose output.
Use cases for custom triggers
While standard triggers rely on someone leaving your site, as soon as a custom signal is received, the trigger can start. This makes it useful for a number of scenarios outside of abandonment, such as triggering messages when a form is submitted, or visitors view certain pages on your site.
You can also use custom triggers to build a list of visitors who perform certain actions on your site that you define, for example, downloading a whitepaper or expressing interest in an event.
This enables us to support a wide variety of functions, such as:
Triggering a message when someone requests a brochure using a form on your website.
Sending a message when a customer requests a quote, including the details they submitted.
Sending a list of products on a wishlist page after a customer views it.
Uploading customers who view a product or tag value to a list in your messaging provider for future targeted campaigns.
Form submissions.
Sending a message if a customer reaches a failed payment page with details of how to resolve this issue.
Providing information about the customer's nearest branch after searching on your site.
In addition to triggering the messages themselves, we can also capture details from the page, which can be included in the message or uploaded to your messaging provider.
Use custom triggers to add visitors to an email marketing list
There is a specific trigger program template for this purpose: Custom - Set field, Add to list.
This trigger adds the visitor to a list in your connected messaging provider, subscribes them to receive messages, and sets a field in the extend data of the visitor record.
Go to Triggers and select the Trigger Programs tab.
Select CREATE TRIGGER PROGRAM.
Expand the drop-down menu and select Custom (Code or Segment).
Select CONTINUE.
Select CREATE for the Custom - Set field, Add to list template.
This type of trigger is frequently used in targeted data capture forms when the shopper has decided to subscribe to messages.
You must ensure that shoppers who use a subscribe form, or any other process that invokes this trigger program, have given permission to receive messages, in accordance with current data protection legislation.
Segment trigger types
You can also create triggers based on three segment types. This allows you to send specific messages to visitors who have browsed:
products which have subsequently dropped in price
out-of-stock products which are now back into stock
products that are now at a certain stock level.
To do this:
From the left side menu, go to Triggers.
Select CREATE TRIGGER TYPE.
Choose from:
Price drop via new segment
Back in stock via new segment
Low stock via new segment
Select CONTINUE.
Learn more in the Segments area of the Help Center.