What is a Trigger?

This article will explain what a Trigger is within the software and how to use them to automate your companies process.

Trigger: A trigger within Bitumio refers to the use of marketing automation to perform a task as a result of defined events. 

Step 1: Click the "Email Triggers" tab on the left navigation bar.

Step 2: Select the type of trigger you would like to create, job or proposal. 

Step 3: Select the event in which you would like to create a trigger.

Step 4: Name the trigger and toggle the status to active. You can then select the number of days to delay to email before sending.

Step 5: You can select who you want to receive the email by selecting from the following options. If you have additional recipients you would like to add, simply type in their email address.

Step 6: This step allows you to customize the email by providing you with specific placeholders to insert within your desired text. 

Step 7: Create your custom email template and click save. See example: