The first step in creating your Automation is adding a Trigger. A Trigger is an event, such as submitting a survey, that starts the contact on your automation.

You can use the following as triggers for your Automations:

New contact created: Start an automation when a contact is added to your Kizen account, regardless of how.

Field updated: Start an automation whenever a specific field is updated within a contact record. You can choose between First Name, Last Name, Email Address, Company, or any of the custom fields you've set. 

Tag added to contact: Start an automation when a specific tag is added to a contact.

On or around date: Start an automation based on date field types. You can choose to start the automation on the exact date within that contact record, or a specific number of days before or after.

Activity logged: Start an automation whenever a specific Activity is logged in relation to a specific contact.

Form submitted: Start an automation whenever a specific Form is submitted by a contact.

Survey submitted: Start an automation whenever a specific Survey is submitted by a contact.

Purchase success: Start an automation whenever a purchase goes through. You have the option to select specific products as the trigger, or any purchase.
 
Purchase declined: Start an automation whenever a purchase is declined.

Website visited: Start an automation when a contact in your account visits a specified website. 

Interaction occurred: Continue an automation when a contact in your account makes a specific interaction.

Email delivered: Start an automation when a specific email is delivered or any email created from a specific template is delivered. Learn more about how to use the Message Library to trigger Automations here

Email opened: Start an automation when a specific email is opened or any email created from a specific template is opened. Learn more about how to use the Message Library to trigger Automations here.

Email link clicked: Start an automation whenever a specific link is clicked across any sent emails.

Email attachment opened: Start an automation whenever a specific attachment is clicked across any sent emails.

Text message received from contact: Start an automation whenever a text message is received from a contact. You can include an optional case-insensitive qualifier (i.e. when they text "Yes").

Step 1: To create an Automation and add a trigger, click Automations.

Step 2: Click Create Automation, name your Automation, and click OK.

Step 3: To add a trigger, click Add Trigger.

Step 4: Choose a trigger and click Save. To choose multiple triggers, click Add Another Trigger. Multiple triggers will be based on OR logic, meaning one or the other trigger needs to happen to begin the Automation. 

To change your trigger, click into your original trigger and you'll have the option to change it.

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