Understand Trigger Components in Marketing Automation

Trigger components in Zoho Marketing Automation define the event or condition that brings a contact into a journey. Understanding triggers is the first step to building an effective automated workflow.

What a trigger does

A trigger is used to start a journey: contacts enter it once they meet the criteria you set, such as submitting a specific form, joining a list, or matching certain contact details. The trigger sits at the very start of the journey canvas.

Setting up a trigger

1. When building a journey, add a trigger component as the first block on the canvas.
2. Define the criteria contacts must meet to enter, for example completing a signup form or being added to a particular list.
3. Decide whether contacts who already match the criteria when the journey goes live should also enter.
4. Connect the trigger to the first process or action component in your flow.

Things to check

Before launching, review the trigger criteria carefully. Because it controls who enters the journey, a trigger that is too broad or too narrow can significantly change how many contacts the journey reaches.

Frequently asked questions

Can a journey have more than one trigger?

Journeys are generally started by a single entry trigger, though the criteria for that trigger can combine several conditions.

Can contacts re-enter a journey?

This depends on the re-entry criteria set for that journey. By default a contact usually enters once, but re-entry can be configured.

Where do I set the trigger for a journey?

The trigger is the first component you place on the canvas when building a journey.

Need help?

Need help configuring journey triggers in Zoho Marketing Automation? Contact support@thoughtlogik.com or see our Zoho implementation services.