How to setup triggers - step by step

    For an overview on triggers and how to use them please check out this article:

    Triggers - An Overview

    How to setup Triggers

    • Select Triggers from the left menu in Optymyse

    triggermenu.png

    • Click the pencil to edit a trigger or click the Add Trigger button to create a trigger from scratch. You can also duplicate a trigger

    createedittrigger.png

    • Enter a name & description for the Trigger

    triggername.png

    • Set the conditions for the trigger ALL/ANY

    conditions.png

    • For a data trigger select "Datapool" from the subject dropwdown. Specific value allows you to specify a particular group or agent whereas Field value lets you choose the field and it can apply to any agent or group.

    conditiondropdown.pngtriggerdataselect.png

     

    • Then choose the option for the rule from the dropdown

    conditionoption.png

     

    • To set a schedule trigger rather than a data trigger choose "scheduling" from the subject dropdown.

    conditiondropdown2.png

     

    • You can choose day, date or time.

    scheduletime.pngscheduleday.pngscheduledate.png

    • Set the actions for the trigger

    triggeraction.png

    actionlist.pngactionlist2.png

    • Click save
    • Open a page either from the browser menu or open the designer and load a page from there
    • Double click on an element to open its properties

    assigningtrigger1.png

    • Go to the "Assigned Triggers" section and click the dropdown
    • Select the trigger/s you want to apply

    assigningtrigger2.png

    • Click ok
    • Then click save/publish to update the display

    For more information on triggers please checkout our feature videos, which show triggers in action:

    https://www.youtube.com/watch?v=5uCNIgADZuA&list=PLqUeVrehIazFKzQ_zM_pT57NZGmfyr39T

    Published