An Automation Trigger is the specific action that kickstarts your email sequence. Think of it as the “if this, then that” logic of your marketing. When a subscriber meets the criteria you set, Send Onyx automatically pulls them into your automation flow.
1. Most Common Triggers
These are the workhorses of automation that every user should set up first.
- Welcome New Subscribers: Triggered the moment someone joins your list. Perfect for delivering lead magnets.
- Say
Happy Birthday: Sends a message based on a birthday field in your audience data. - Subscriber Added Date: Sends an email based on the anniversary of when they joined.
Pro Tip: The “Welcome New Subscribers” trigger has the highest engagement rate. Use this moment to ask your new leads to “Whitelist” your email address to ensure future deliverability.
2. Advanced Behavior Triggers
For those who want to build a truly smart “human-like” funnel.
- Tag-Based: Trigger an automation only when a specific tag (e.g.,
VIP-CustomerorInterested-In-SaaS) is assigned to a contact. - Contact Attribute Update: Fires when a specific field changes, such as a lead moving from “Lead” to “Qualified.”
- Say Goodbye to Subscriber: A “Sunset” automation that sends a final “Sorry to see you go” email when someone unsubscribes.
3. Scheduling Triggers
Perfect for recurring events or fixed dates.
- Weekly/Monthly Recurring: Ideal for automated reports or “Monthly Mystery Offer” campaigns.
- Specific Date: Use this for individual appointments or countdowns to a specific event (like a webinar).
Double Trigger Warning: Be careful not to set multiple triggers that overlap. For example, if a user is tagged and added to a list at the same time, they might accidentally enter two sequences simultaneously.
4. Technical Triggers (API)
- API 3.0: This allows developers to trigger email series directly from external applications, websites, or custom-coded checkout pages.
Summary: Triggers are the brain of your Send Onyx automation. Start with a simple Welcome Sequence and gradually add Tag-based triggers to create a personalized experience for every subscriber.