Triggered Campaign Scheduling
Overview
Triggered Campaigns allow you to automatically send campaigns when a specific user action or event occurs — such as viewing a page, completing a purchase, or performing any tracked activity. This type of scheduling helps you deliver contextual messages at the right moment, improving engagement and response rates without requiring manual intervention.
Purpose of Triggered Scheduling
The Triggered scheduling option ensures your campaigns are sent automatically in response to defined user behaviors, instead of relying on fixed times or recurring schedules. This approach is ideal for:
Sending personalized, real-time messages based on user activity.
Reducing manual effort — campaigns are executed automatically once conditions are met.
Maintaining relevance — users receive messages when they’re most engaged.
Example: If a user views the pricing page on your website, a triggered campaign can instantly send them a push notification or an email offering a discount or more information.
When to Use Triggered Scheduling
Use Triggered Campaigns when you want to:
Respond instantly to user interactions (e.g., page viewed, form submitted).
Nudge users at critical touchpoints (e.g., cart abandonment, profile incomplete).
Deliver contextual campaigns based on real-time behavior.
Avoid using triggered scheduling when:
You want to send campaigns at a specific time or on a fixed schedule (use One Time or Automated instead).
How to Use Triggered Scheduling
Step 1: Select ‘Triggered’ as Campaign Type
In the scheduling section, select Triggered under “Select your campaign type and set the schedule.” This option sends the campaign whenever a specific event occurs for a user.
Step 2: Select the Trigger Event
Under “Select the event which will trigger the campaign,” choose the event that should start the campaign. For example:
Page Viewed/Screen Viewed – triggers when a user views a specific page or screen in your app.
Once selected, the campaign will be activated every time this event occurs (as long as other conditions are met).
Step 3: Configure Trigger Frequency Controls
Click “Configure Trigger Frequency Controls” to manage how often the campaign can trigger for a single user.
You’ll see two options:
Minimum Gap: The minimum time gap between two triggers for the same user. Example: If set to 60 minutes, a user will receive this campaign again only after 60 minutes from the last trigger.
Max Trigger/Day: The maximum number of times this campaign can trigger for a single user per day. Example: If set to 3 per day, a user won’t receive this campaign more than three times in one day, even if the event occurs more frequently.
Note: Both conditions must be satisfied for the campaign to trigger — meaning the cooldown and daily limit both apply.
Step 4: Add Event Filters (Optional)
Filters help you narrow down the conditions under which the campaign fires. You can define up to 5 filters. Each filter includes:
Field: The parameter to check (e.g., Platform).
Operator: The condition (e.g., equals).
Value: The value to match (e.g., web).
Example: If you set
Platform → equals → web
The campaign will trigger only when the event occurs on the web platform and not on other channels like mobile or app.
Step 5: Set Delivery Timing
Decide when the message should be delivered after the event occurs:
Send Immediately: Sends the campaign as soon as the event is detected.
Wait for: Adds a delay before the campaign is sent. Example: If you enter 10 minutes, the campaign will send 10 minutes after the event happens.
Example Use Case
Scenario: You want to send a push notification when a user views your product page but doesn’t make a purchase.
Setup:
Campaign Type: Triggered
Event: Page Viewed/Screen Viewed
Filter: Platform equals web
Frequency Controls:
Minimum Gap: 60 minutes
Max Trigger/Day: 3
Delivery Timing: Wait for 10 minutes
Outcome: If a user views a product page, the campaign waits 10 minutes and then sends a reminder. The same user will not receive more than three reminders per day, maintaining a balanced experience.
Key Benefits
Real-Time Engagement: Instantly respond to user actions.
High Relevance: Deliver messages aligned with user intent.
Automation Efficiency: Reduce manual scheduling and monitoring efforts.
User Experience Control: Manage frequency to prevent over-communication.
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