Attribute triggers can be configured to automate an action of another attribute depending on the criteria set. These can be used in situations such as a survey where a yes answer should give the contact a specific attribute. This allows you to automate a structure of specific attributes which follow on from each other.
Each attribute trigger is attached to an attribute and once this attribute meets the trigger criteria, the specific action will be triggered.
To set up a new attribute trigger, you will first need to access the Attributes Maintenance page from Admin and then find the attribute you wish to add a trigger to. Click More on the attribute to open the page below and then click Add Attribute Trigger on the right-hand side:
There are 4 different attribute triggers available and each of these will need an attribute selected using the Attribute Type and Attribute dropdowns to either be added or closed based on this.
Attribute Trigger | Explanation |
Add Attribute | This will add the selected attribute as soon as the current attribute is added to a contact. |
Add Attribute if Value Equals Attribute | This will add the selected attribute if the value of the current attribute is an exact match to the selected attribute name. |
Add Attribute if Value Equals Yes | This will add the selected attribute if the value of the current attribute is equal to Yes. |
Close Attribute |
This will close the selected attribute as soon as the current attribute is added to a contact. |
Attribute triggers can be used to maintain an organised attribute structure but still have the flexibility of offering your contacts choices in their communication preferences. For example, a registration widget allowing your contacts to opt-out or unsubscribe from certain communications can then trigger the close of the specific attribute used for that particular mailing list.
A trigger could also be used to add a specific attribute for geographic reasons. For example, if a suburb attribute is selected then the same electorate attribute is automatically added.
Triggers are commonly used when creating a survey widget. A survey is created from a series of attributes and answer options, added as the actual attribute, value or comment of the attribute. These could be created from a new series of specific survey attributes but the answers would put them into a particular communication channel of existing attributes. For example, if a contact selects Yes in answer to hearing updates then the trigger can be used to add the current attribute for that mailing list.
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