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Working with Triggers

Triggers are the starting points of every automation in Sendigram EMS. They define when and why an automation begins — for example, when a contact signs up, opens an email, reaches a specific date, or matches a certain condition.

Without at least one trigger, an automation cannot run. Each workflow must begin with a Trigger block before you can add any Actions or Rules.

Where to Find Triggers

Inside the Automation Builder, triggers are available in the left panel under the Triggers tab.

You can add them by:

  • Dragging a trigger from the panel to the workflow canvas.
  • Clicking the "+" icon between elements and selecting a trigger.
  • Using the right-click context menu and choosing Trigger → [Type].

When placed, the trigger block automatically opens its settings panel on the right for configuration.

How Triggers Work

Each trigger monitors a specific event or condition. When that event happens, the automation starts (or the contact moves to the next step if the trigger is in the middle of the workflow).

For example:

  • "Contact subscribed to a group" starts the workflow when a new user joins a list.
  • "Email opened" can branch the workflow when a contact interacts with a message.
  • "Specific date" can trigger scheduled campaigns like seasonal offers.

Trigger Categories

There are several main categories of triggers in Sendigram EMS:

1. Date-Based Triggers

Launch actions based on specific dates or holidays.

Specific Date

Choose an exact date for the automation to start.

You can also link this to a contact group or attribute (e.g., send on Jan 1 to users in "VIP" group).

Holidays

Choose from a built-in list of global holidays such as:

  • New Year's Day (Jan 1)
  • International Women's Day (Mar 8)
  • Independence Day (Jul 4)
  • Christmas Day (Dec 25)

The automation runs on the chosen holiday for selected contacts.

Birthday

Sends emails or actions based on a contact's birthday (if provided in their profile).

2. Contact Activity Triggers

Activate the automation based on a contact's behavior.

Contact Subscribed to the Group

Starts when a contact joins a specific group or list.

Contact Unsubscribed from the Group

Starts when a contact opts out of a specific mailing list.

Contact Has Specific Attributes

Triggers when a contact's profile matches chosen conditions (e.g., "City = Berlin" or "Status = Lead").

Contact Is in a Segment

Runs for contacts that belong to one or multiple existing segments.

You can also create a new segment directly from this screen.

3. Email Activity Triggers

Triggered by interactions with your email campaigns.

Email Opened

Starts when a contact opens a specific email.

Link Clicked in the Email

Triggers when a recipient clicks a link inside a specific message.

Email Reported as Spam

Activates when a user marks your message as spam — often used to remove or block such contacts from future automations.

Setting Up Trigger Conditions

When you select a trigger, the Settings Panel on the right allows you to define who it applies to and under what conditions.

You can choose between two modes:

Contact List

  • Select one or multiple contact groups.
  • Search by typing part of a group's name.
  • Use the X button to remove selected groups.
  • Create a new group directly by clicking Create a group.

Contact Attributes

  • Define custom conditions using your contact fields.
  • Click Set up conditions to open the condition editor.
  • Add one or multiple parameters (e.g., age, city, tags).

Important: The two modes (List and Attributes) are mutually exclusive — choosing one resets the other.

Rules and Validation

When configuring triggers, keep in mind these important rules:

  • Each automation must start with a trigger.
  • You cannot add multiple triggers to the same step.
  • Some triggers are mutually exclusive (for example, "Specific Date" and "Holiday" cannot trigger for the same contact simultaneously).
  • If conflicting triggers are set, the automation will run based on the first valid trigger only.

Examples of mutually exclusive cases:

  • "Contact is in Segment A (opened emails)" and "Contact not opened emails"
  • Only the first condition will execute.

Tips for Working with Triggers

  • Always verify that each trigger has valid contacts or attributes linked.
  • Combine triggers with Rules (like delays or splits) to create flexible logic.
  • Use Contact Segments for dynamic targeting instead of static lists.
  • Avoid overlapping triggers that could send multiple emails to the same contact.
  • Test your triggers with a small audience before full launch.
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