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Advanced automation IF triggers

Advanced automations dashboard

Advanced automations are standalone rules that can be triggered by a wide variety of events and lead behavior. Create new rules in Marketing > Automations.

Available triggers for each asset type include:

Lists

  • IF: Lead subscribes to list

  • IF: Lead unsubscribes from list

Tags

  • IF: Lead is assigned tag

  • IF: Lead is unassigned tag

Forms

  • IF: Lead fills form

Sequences

  • IF: Lead subscribes to sequence

  • IF: Lead completes sequence

  • IF: Lead unsubscribes from sequence

Tracking

  • IF: Lead clicks on a tracking link

  • IF: Lead clicks on page split test link

  • IF: Lead visits page

Products

  • IF: Customer buys product

  • IF: Customer refunds product

  • IF: Customer partially refunds product

  • IF: Customer cancels subscription

  • IF: Customer requests cancellation

  • IF: Customer cancels cancellation request

Videos

  • IF: Lead plays video

  • IF: Lead completes video

Lead Score

  • IF: Lead reaches score for the first time

Memberships

  • IF: Lead is granted access to membership

  • IF: Lead is revoked access to membership

  • IF: Lead completes access level

Webinars

  • IF: Lead registers for a webinar

  • IF: Lead attended a webinar

  • IF: Lead did not attend a webinar

  • IF: Lead has watched the entire webinar

  • IF: Lead has not watched the entire webinar

Calendars

  • IF: Lead registers to a calendar

  • IF: Lead completes subscription to a calendar

  • IF: Lead cancels subscription to a calendar

Surveys

  • IF: Lead completes survey

Affiliates

  • IF: Affiliate signs up for product and gets first click

  • IF: JV broker signs up for product

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