Setting up triggers

There are two stages to implementing triggers in a workflow. The first is building the trigger and the second is attaching it to an event.

Building a trigger

To build a trigger select Triggers from the left menu panel in the administration area. This will open the trigger list showing all of the active and inactive triggers in Influx.

In the top right of the main panel is the add trigger link. This will open the trigger builder.

The following table describes the options for your trigger.

Trigger name Unique name for your trigger. Make it easy to identify the trigger function.
Channel Assigns the trigger to the channel through which the lead was received. Trigger will fire if lead came through a form or by phone. Trigger can also be assigned to fire on both channels.

Adding actions.

Your trigger may be single action or several actions that will occur at the same time. Each action provides you with different options. Let’s look at the actions and their options.

Actions

Email

Sends an email to the lead or another team member

Note

Enters a note into the lead record

To-do

Sets a to do item for the current agent

Function

Performs a system function

  • Send video access: Sends an email with video access info.
  • Close lead: Closes the lead as lost without comment – notes that it is an auto action
  • Close lead as patient: Closes the lead as won
  • Activate video access key: Creates a new access key
  • Deactivate video access key: Deletes access key for lead
  • Change map: Changes the leads map

Set field value

Sets the value of a system or custom field to a selected value.

Adding Placeholders.

Triggers support all of the normal placeholders available in Influx

Cascading triggers

A convenient feature of triggers is that more than one action can be performed with a single trigger. For example, you can set a trigger to send a welcome email to a lead, notify you that a lead has been received, and set the value of a field all within one trigger. A trigger with multiple actions associated with it is described as a cascading trigger. Cascading implies correctly that the actions are performed in the order they appear on the screen. In most cases this will not matter but sometimes, setting the value of a field before performing another action may be significant.

Important
While very useful, the cascade feature can be problematic if you do not name your trigger appropriately. It is easy to forget all of the actions the trigger is performing and a forgotten action may cause confusion or duplication. Better to be long winded in a name than generic.
For example:
Lead welcome – agent contact – source set is a better name than Welcome email.

To add a trigger:

  1. Click the admin icon in the left sidebar
  2. Click Trigger under Workflow
  3. Click add trigger link in the top right menu in the main panel
  4. Enter a unique name for your trigger
  5. Select a channel if you wish the trigger to fire only on one channel.
  6. Click the add icon [+] on the right of the action panel
  7. Select the action you wish performed
  8. Complete all appropriate fields for the action
  9. If creating a cascading trigger repeat steps 6 – 8
  10. Click Save
  11. If you are sending emails as part of your trigger click Test Trigger Emails for a preview email to be sent to you.

To edit a trigger:

  1. Click the admin icon in the left sidebar
  2. Click Trigger under Workflow
  3. Click edit link to the right of the trigger you wish to edit
  4. Adjust fields
  5. Add or remove actions as required using the delete icon [-] or the add icon [+] on the right of the action panel
  6. Click Save
  7. If you are sending emails as part of your trigger click Test Trigger Emails for a preview email to be sent to you.
Tip
If you wish to create a trigger that is similar to an existing one, use the clone option visible when you roll the mouse over the trigger list item. A cloned trigger will be identical to the original. Change the name and make edits to complete the new trigger.

Assigning a trigger

The second step in setting up a trigger is to assign it to the event where you want it to fire. This is done while building your workflow map. It is at this point you will be grateful for the descriptive naming you have used on your triggers.

There are several places within the map builder that you have the option to add triggers. Let’s look at them.

Maps

On the map list.

Influx Map add actions

On the map edit page.

Map add actions location

Important
You must save a new map before you can add an action to it.

Tracks

On the track list

Track add action list

On the track edit page.

Track add action

Steps

On the step list

step add action list

On the step edit page.

step edit actions

Trigger Selection

When the map, track, or step add action link is clicked, the add action page opens with a list of all triggers and automations available.

Each trigger has a check box to select the event that will fire the trigger. You can select any number of triggers to assign to the map component (map, track, or step) that you are working on. In most cases, because you can create cascading triggers you will only select one trigger. However, the option of adding more is available should your workflow require it.

selecting trigger

Trouble shooting
There are few restrictions on where or how many times a trigger can be used. If you encounter a situation where actions are occurring several times, check that you have not accidentally added the trigger in two or more map components in the same map.