Basic automation rules are configured in the settings for Kartra content assets. The rules are triggered by a limited set of events specific to the parent asset.
Available triggers for each asset type include:
Forms
IF: Lead fills this form
Sequences
IF: Lead reaches this step
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
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 this survey
Emails (Email/SMS, Sequences)
IF: Lead opens this email
IF: Lead does not open this email (within X hours)
IF: Lead clicks on a link
IF: Lead does not click on a link (within X hours)
SMS (Email/SMS, Sequences)
IF: Lead clicks on a link
IF: Lead does not click on a link (within X hours)