- 1 Overview
- 2 How To Create a Trigger
- 2.1 Step 1: Define Segment & Trigger Filters
- 2.2 Step 2: Choose and Set Up Configuration
Creating Automations: Triggers
Triggers allow you to define a target group and trigger action and then simply select from the actions dropdown which actions you would like it to set off.
Woopra supports many types of Triggers:
|Tag Visitor Properties||Add or update visitor properties whenever a visitor performs a specified action. For example, whenever someone visits your site or app, you can copy certain properties, such as IP address from the visit properties to the visitor properties. Remember to add Visitor Schema for the property to allow it to appear.|
|Run Script||This allows you to run a custom script in your visitor’s browser whenever they perform a specified action. For example, you can show a special discount message to your users who have purchased items from your site previously, or encourage a returning visitor to join a newsletter. Possibilities are endless, use this feature wisely!|
|Webhooks||Woopra can send HTTP requests to different tools whenever a visitor triggers an event.|
|Email Notifications||You can receive notifications on noteworthy visitor activity directly to the email address associated with your account.|
|Push Notifications||You will see these notifications of visitor activity at the top of the Woopra web app. You may also receive these notifications as push notifications to your mobile phone if you have installed the Woopra iOS or Android app.|
|AppConnect Actions||You can use any trigger actions automatically installed by your AppConnect Apps. These triggers perform many different functions, based on the App they originate from.|
How To Create a Trigger
Step 1: Define Segment & Trigger Filters
The first step to creating a Trigger is to define the segment you would like to run the Trigger on and the event you would like to trigger the Trigger.
- Go to the Manage icon in your sidebar (the icon that looks like slide-bars toward the bottom)
- Click on “Triggers” on the top toolbar
- Click on “New” to create a new Trigger. A new Trigger window will appear on the right side.
- Start by entering a name for this Trigger
- Define the population you want to run this Trigger on using the filters. If you want to run this Trigger on all visitors who trigger the event, simply leave this empty. For more information on how to use the segmentation filters, please see our document on defining segments.
- Define the trigger action using the trigger filters. For more information on how to configure the trigger filters, please see our document on defining trigger filters.
- Check whether you want Woopra to run this Trigger once per visit
Step 2: Choose and Set Up Configuration
The second step to creating a Trigger is to configure the Trigger action in the tabbed view at the bottom. You can choose from any of the options listed above in the Overview.
Option 1: Tag Visitor Properties
If you want to add visitor properties to the visitor who triggered the event, you can set the properties as key/value.
Option 2: Run Script Configuration
You can run a script on your visitors browser as soon as the tracking event is triggered. Woopra is optimized to run Triggers within less than 200 milliseconds from the event trigger time which makes Triggers extremely responsive and smart.
Option 3: Webhook Configuration
Webhooks let you register a URL that we will POST anytime an event happens on your website or app. For example, when a user signs up to your website, Woopra can be configured to send an HTTP POST request to your servers (or other 3rd party endpoints).
To configure your webhook, you must provide a URL endpoint and the optional POST parameters. Just like other Trigger types, your fields can be dynamic containing the triggering event, visit, or visitor data.
The example below shows an example of how you can POST a request to your website whenever a user signs up from a company with over 300 employees:
Option 4: Email Notification Configuration
You may receive notifications via email to the email address associated with your account.
|Subject||You can insert tags from the drop-down menu at the right in order to provide more contextual information about the notification. For example, it’s possible to set up a notification with subject line that reads: “John Smith from Health Corp signed up”. In this case “John Smith” is generated using the tag “Visitor Name” and “Health Corp” was generated using the tag “Company”. Note that both “Visitor Name” and “Company” are pieces of custom visitor data that you must send to Woopra. However, tags such as “Device Type” and “Country” do not require any custom visitor data.|
|Content||This is where you define the body of the email notification that will be sent. As with the subject line, you can insert tags from the drop-down menu at the right in order to provide more contextual information within the body of the email.|
Option 5: Push Notification Configuration
You will receive push notifications in two ways:
- You will always receive them at the top of the Woopra web app
- You can also receive them to your mobile phone if you have downloaded the Woopra iOS app or Android app.
|Play Sound||Select the sound you would like to play in the web app whenever you receive a push notification|
|Content||In this section you can format how the notification reads. You can insert tags from the drop-down menu at the right to provide more contextual information about the notification. For example, it’s possible to set up a notification that reads: “John Smith from Health Corp signed up”. In this case “John Smith” is generated using the tag “Visitor Name” and “Health Corp” was generated using the tag “Company”. Note that both “Visitor Name” and “Company” are pieces of custom visitor data that you must send to Woopra. However, tags such as “Device Type” and “Country” do not require any custom visitor data.|
“Visitor Name” and “Company” are both tags that were selected from the tag drop-down menu at the right. Note that both “Visitor Name” and “Company” are pieces of custom visitor data that you must send to Woopra.
Option 6: AppConnect Actions
Your installed AppConnect apps will instantly install their Trigger Actions options as soon as the app is installed. Most Apps allow for some kind of trigger. For example, the Zendesk App allows you to change ticket priority. The HipChat app allows you to post messages to specific rooms when a given action occurs. Customer.io allows you to add visitors to relevant mailing lists based directly on their behavior, and so on.
Click the ‘Save” button. Your triggers will begin firing when the trigger action is performed.