The trigger is the event that starts an email automation. When it happens, the automation runs through its delay, conditions and email.
To set it, open the automation and click the Trigger step.
Events
Event | Description |
Partner signed up | A new partner signs up for your program. |
Customer created | A partner refers a new customer. |
Transaction created | Tolt records a payment from a referred customer. |
Commission created | A partner earns a commission. |
Audience
All partners: the trigger applies to every partner in your program.
Specific partners: the trigger applies only to partners in the groups or with the tags you choose. Add at least one group or tag.
Frequency
Every time: sends the email each time the event happens.
Once per partner: sends the email to each partner one time only.
For example, a Commission created trigger set to Every time emails partners about every commission. Set to Once per partner, it only emails them about their first.