Attribute Triggers allow you to automatically add or close attributes when specific conditions are met.

They are commonly used to automate attribute management and ensure contacts are assigned the correct attributes without manual intervention.

For example, you could:

• Add a Volunteer attribute when a contact selects Yes to volunteering.
• Automatically assign an Electorate attribute when a suburb is selected.
• Close a mailing list attribute when a contact opts out of a communication preference.
• Categorise contacts based on survey responses.

Unlike Attribute Rules, which automate emails or SMS messages, Attribute Triggers automate changes to attributes themselves.

Related: If you want to send automated emails or SMS messages instead of adding or closing attributes, see the Setting Up Attribute Rules article.

Creating an Attribute Trigger

1. Navigate to Admin > Attributes.
2. Locate the attribute you want to configure.
3. Click More.
4. Select Add Attribute Trigger.

The Add Attribute Trigger window will open.

Trigger Configuration

Each trigger requires you to select the attribute that will be added or closed.

Select the appropriate:

• Attribute Type
• Attribute

The action performed depends on the trigger type you choose.

Available Trigger Types

Common Use Cases

Communication Preferences

Attribute Triggers are ideal for managing mailing lists and communication preferences.

For example, a registration widget may allow supporters to unsubscribe from a specific mailing list. When the opt-out attribute is selected, a trigger can automatically close the mailing list attribute so the contact no longer receives those communications.

Geographic Classification

Triggers can automatically categorise contacts based on geographic information.

For example, selecting a Suburb attribute could automatically add the corresponding Electorate or Region attribute.

Survey Automation

Attribute Triggers are commonly used with Survey Widgets.

Survey questions are typically created as attributes, with the responses stored as the attribute value or comment.

Triggers can then automatically add relevant attributes based on a contact's answers.

For example:

• Question: Would you like to receive volunteer updates?
• Answer: Yes
• Trigger: Add the Volunteer Updates attribute.

This allows survey responses to automatically place contacts into the appropriate communication lists or workflows.

Tips

• Multiple triggers can be configured for the same attribute.
• Triggers only manage attributes—they do not send emails or SMS messages.
• Attribute Triggers can be used together with Attribute Rules to build powerful automated workflows. For example, a trigger can add an attribute, and an Attribute Rule attached to that new attribute can then send a follow-up email or SMS automatically.

“Some content in this article may have been developed with the assistance of AI tools and reviewed by staff.”