What is the “trigger” feature?

Published by Guillaume Portalier on

Unlike the scenario feature which was eagerly awaited when launched, the trigger feature is less well known.However, this feature is the most powerful of ProspectIn.

The possibilities offered by triggers are almost endless. But before you can use their full potential, you will need a little training (yes young Padawan, you don’t become a Yoda master overnight!).

In this article, I get back to the basic operation of this feature. If you want examples of triggers, see article 10 examples of triggers with ProspectIn. Finally, we will regularly update a third article which will list the different questions asked on triggers, in the form of FAQs.

An advanced feature… on our advanced plan

Trigger functionality is available with our Advanced (and Enterprise) offer. And indeed, we are here in the presence of a slightly more complex functionality, which requires a little time before being fully mastered.

The principle of a trigger is to trigger an action (the “output“) according to a given event (the “input“) and predetermined conditions. (the “conditions“).

 

How it works

Trigger creation follows 3 steps:

1/ Input triggers

The input is the first step of the trigger, the one that causes your trigger to fire.
To date, 9 different inputs are available:

  • Has Commented a LinkedIn post
  • Invitation received (auto-accept)
  • Your profile has been visited
  • A new prospect comes out of a saved Sales Navigator search
  • A new post is published with a hashtag
  • A prospect replies to a note or a message
  • A prospect has been tagged
  • A note has been sent
  • A message has been sent
  • A prospect has been visited
  • A prospect has been followed

Depending on the input trigger chosen, a certain number of additional information must be entered.
For example, you will need to specify the URL of the LinkedIn post if you choose the input trigger “comment on a LinkedIn post”.

2/ Output triggers

The output is the second step of the trigger, it corresponds to the action performed by your trigger when it is triggered.
9 different outputs are also available to date:

  • Export to a campaign
  • Send to a scenario
  • Send a connection request
  • Send a message
  • Follow profile
  • Visit profile
  • Export to your personal CRM
  • Transfer to another CRM
  • Add tag

Like the input trigger, additional information will be requested depending on the output trigger.
For example, you will need to select the destination campaign if you choose the “export to a campaign” output trigger.

If the trigger output is an action (visit/follow/connection request/message), the action will be queued and executed as a standard action.

3/ Trigger conditions

The trigger condition is the last step of the trigger creation. It gives you the possibility of triggering the trigger only under certain conditions.
2 conditions are available:

  • The status of the prospect (connected, not connected, connected OR not connected)
  • Whether or not it is present in your ProspectIn CRM (present, non-present, present OR non-present).

If you choose to put the condition “connected” and “present in CRM”, your trigger will only fire if the prospect is connected with you and already present in your ProspectIn CRM.

Example of the creation of a classic trigger

Let’s see together how to make a classic trigger that will automatically accept the connection requests without a note that you receive while ending a “welcome message”.

Step 1) Create a campaign “auto-accept”

The first step is to create a campaign that you will name “Auto-accept + welcome message”, then a message that you will name “Welcome message”. The message you will create will be the message that will be sent to people who send you a connection request. Such as: “Hello {{firstname}}, thank you for your connection request, and welcome to my network”.

Step 2) Trigger creation: input trigger

Second step: go to the “Triggers” menu to create your trigger.

After giving your trigger a name, it’s time to configure the input trigger.

  • Trigger input: you choose “Invitation received”
  • Condition: you choose “Without note”
  • Trigger input frequency: you choose “Every 12 hours”

Step 3) Trigger creation: ouput trigger

  • Trigger output: you choose “Send a message”
  • Campaign: you choose your campaign “Auto-accept + welcome message
  • Message: you select your message “Welcome message”

Step 4) Trigger creation: conditions

  • Prospect status: you select “Connected”
  • Already present in ProspectIn CRM: you select “none” (it means both present OR not present)
  • You click on “Save and Start”

Here you are, you have just created your first trigger. It will allow you to automatically accept people who send you a connection request without a note while sending them a welcome message.

This is just a simple example. You can create as many triggers as you want, combining the different input triggers with the different output triggers and creating an infinite number of triggers.

 

Triggers management

Duplication

In order to keep a simple interface, we have chosen to dedicate each trigger to a single event or a single action.

To facilitate the use of several use cases, you can very easily replicate a trigger using the “Duplicate” functionality.

So, if you want to retrieve authors’ posts on several hashtags, you just need to create a trigger for your first hashtag and then duplicate it for the second hashtag, etc.

Pause

It is also possible to pause a trigger when you no longer want to use it. You can then resume it later if necessary.

Tracking status

For various reasons, some prospects may not be able to enter or exit a trigger. In order to maintain flexibility, not all cases could be have been taken into account. This is why you can follow the prospects who failed and the reason why they failed via the “Triggers” menu. If necessary, you can add a tag to them in order to perform the action later (or re-launch a trigger based on this tag;)).

Do not hesitate to check the triggers FAQ to know more.


Guillaume

Chief Operating Officer @ ProspectIn 😎