How do I Set Time Based Triggers in the Targets App?

The Time Based Triggers in the Targets App are utilized, when we have to execute a work process at certain situations based on time. Here, the frequency of execution can be set as “One-Time” or “Recurring”.

Once a trigger criteria are set, there are three automatic actions that can be triggered:

• Send Email - An email can be triggered to the Referred By, Assigned To, Customer, Employee or a Team.
• Update Attribute - Updates a particular attribute value.
• Update Associated Object Attributes - Updates the attribute values of its associated objects.

Note: More than one action can be added for a trigger.

For instance: Consider a Sales Manager, who wants to trigger an email to the employee, whenever an object gets opted out from a target list (Opted Outs >= 1).

Steps to Create a Time Based Trigger

1. Go to Targets App.
2. Click on “More (...)” icon -> “Settings” -> “Targets” -> “Triggers”.
3. Select “Time Based” triggers option. Click on “Create”.
   
4. In the creation page, define the following:
   • Name - Enter the name of the time based trigger.
   • Enabled - Slide the toggle ON, to keep this trigger working.
   • Execution Frequency - Select “Recurring” by checking on the respective radio button.
     
5. In the “Criteria” section, define the criteria as “Opted Out >= 1”, by selecting the required attributes from the drop down.
6. In the “Action” section, select “Send Email”.
   
7. The Create External Email popup will be displayed. Select “Trigger To” as “Employee”.
8. Click on “Create”.
   
9. Finally, click on “Create” to complete.
   
10. So, now whenever an object opts out of a target list, an email will be triggered to that employee.