Triggers works in many ways one of which is that it works as a ‘prompt’ or reminder that a lead has replied or been added to a campaign. The trigger performs a specific activity that is set off by an event such as a lead being added to a campaign. This will gather information regarding when or if a possible lead will turn into a paying lead.

Part 1: Setting up a ‘Trigger’

Step 1: Navigate to Triggers → Add Trigger → Name your Trigger → Add Filters → Save → Activate. See GIF

Note: Ensure that you have an active Campaign to connect to your Trigger.

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