Automations contain the full power of the CityGro platform, but it can be easy to get overwhelmed. To make it easier to choose the right trigger, we've compiled a list of all of them explaining when it fires, how to customize and how it can be used. Read on to learn more.
When it triggers: Fires when any new contact is added to your account.
Customization options: None, though a filter can be added after to narrow the criteria for further actions.
When to use: The “New Contact” trigger is ideal for welcome messages, email signup automations or drip campaigns, as well as email confirmations for purchases if you have contacts being created based on purchase data.
When it triggers: Fires when a contact checks in at a kiosk.
Customization options: You can determine how often this runs, whether it’s at every check-in, only on the first check-in, or every __ check-ins. You can also set which kiosk flow it triggers from, or from what device.
When to use: You’d use this trigger to do anything based on a kiosk check-in. You might decide to set up a welcome message based only on kiosk check-ins, if that somehow differs from a welcome message you’d do for new contacts from a different channel. It’s also good for creating offers based on the number or frequency of kiosk check-ins.
When it triggers: Fires when a CityGro webform is submitted.
Customization options: You can determine how often this runs, whether it’s every time the form is submitted, only on the first submission, or every __ submissions. You can also set which form you want the automation to trigger from.
When to use: Use this if you have a webform embedded somewhere on your website, and want to kick off a text or email drip campaign for anyone that puts their information into this webform.
When it triggers: Fires when a document or waiver is signed and completed.
Customization options: Select which document or waiver you’d like this automation to trigger based on.
When to use: You might use this to send a copy of the waiver to the person who signed it. You might also want to send a copy of it to someone else, like an admin at your business, or the person at the front desk. You might also want to add anyone who signs a document to get added to a group, or email/text list.
Contact Texted In
When it triggers: Fires when a contact texts into your business.
Customization options: You can set this to run for a given gateway (phone number, shortcode, etc.). You can also decide whether you want it to trigger when a shortcode is texted, when an Auto-Reply is triggered, or when any message that’s part of a conversation is received. In addition, you can set how often this runs, whether it’s every time a message is received, only on the first message, or every __ messages.
When to use: This will predominantly be used if you’re actively using TextChat, which allows two-way text communication with your customers. So you might use it if you’ve already secured permission from your customer, to automatically add them to your text list.
When it triggers: Fires when a SmartOffer is redeemed.
Customization options: In this trigger, you can set whether you want this to run on every SmartOffer activation, only on the first activation, or every __ activation. You can also select which SmartOffer you’d like the automation to run on.
When to use: You’ll use this for building any automations that run off of an offer being redeemed. So if you’d like something to happen after a customer redeems an offer, perhaps at a kiosk, then choose this trigger.
When it triggers: Fires when a TextChat conversation is marked as “Complete.”
Customization options: None.
When to use: If you’re using TextChat, you’ll use this when you want something to happen after marking a conversation complete. Some popular examples of this would be automating a “Would you like to join our text list?” message, or asking “Would you mind leaving us a review?” after every positive interaction. One company that started doing the latter began receiving great reviews 2.5X faster after setting this automation up.
When it triggers: Fires when a Smartlink is clicked.
Customization options: Select which Smartlink you’d like to have trigger the automation.
When to use: Use this trigger anytime you want to do something automatically after someone clicks a Smartlink. For example, if you want to put someone into a specific drip campaign targeted to a product or service after they’ve clicked on something related.
When it triggers: Fires when an incoming chat hits your TextChat inbox.
Customization options: In this trigger, you can set whether you want this to run on every incoming chat, only on the first incoming chat, or every __ incoming chats.
When to use: This would be a good one to use if you want to set up a Slack notification for your support reps, letting them know when someone has sent in a chat.
When it triggers: Fires at a particular, designated time.
- Run Immediately: As soon as the automation is activated (turned on), the automation will trigger.
- Scheduled Time: The automation will run one time at (or very close to) a time and date of your choosing.
- Repeating: The automation will run at (or very close to) a time and date of your choosing, and then repeat daily, weekly, monthly or yearly, either indefinitely, or until a date of your choosing.
When to use: If you want to start any automation at a given time, use this trigger. This is good for anything you want to go out regularly. Many businesses use this trigger to run an automation every morning to check for customers whose birthday it is and send them a message — perhaps even a few days before their birthday.