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Creating Triggers: Notifications & Automations

Overview

Triggers allow you to define one trigger and then simply select (using the checkboxes) which actions you would like it to set off.

Woopra supports five types of Triggers:

Add Tags Add or update visitor properties whenever a visitor performs a specified action. For example, whenever a user signs up, you can copy certain properties, such as name, company, or email, from the signup event to visitor properties. This technique is also useful for long term campaigns (use first or last campaign name)
Run Script This allows you to run a script in your visitor’s browser whenever they perform a specified action. For example, you can fill a form with data that Woopra generates, like their country and city, whenever the visitor is on that page. Possibilities are endless, use this feature wisely!
Webhooks Woopra can send an HTTP Post request whenever a visitor triggers an event.
Email Notifications You can receive notifications on noteworthy visitor activity as emails and also send them to other colleagues via email.
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.

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.

  1. Go to the Manage icon in your sidebar (the icon that looks like slide-bars toward the bottom)
  2. Click on “Triggers” on the top toolbar
  3. Click on “New” to create a new Trigger. A new Trigger window will appear on the right side.
  4. Start by entering a name for this Trigger for future reference
  5. 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.
  6. 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.
  7. 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: Add Tags Configuration

If you want to add visitor properties to the visitor who triggered the event, you can set the properties as key/value. Both the key and value can be variables (e.g. ${action.campaign_name})

triggers - add tags

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.

triggers - run script

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:

triggers - webhooks

Option 4: Email Notification Configuration

You may receive notifications to your email as well as send them to your colleagues via email.

Email Notification Settings

Email(s) Enter one or more emails separated by commas, where the notifications will be sent to.
Subject This is where you define the subject line of the email notification that will be sent. 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.

Push Notification Settings

Play Sound Select the sound you would like to play in the web app whenever you receive a push notification
Thumbnail Choose the thumbnail you would like to be displayed whenever you receive a push notification. If you have multiple notifications set up, the thumbnail can make it easier to quickly identify the notification you are looking at.
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.

Example: How To Create a Notification

If we are tracking the custom event “payment” and sending the property “amount” with the event as defined in our Schema and also tracking the custom event “cancel account”, we can set up a notification whenever customers who are paying more than $900/month cancel their account by following these steps:

Step 1: Open the Trigger editor

  1. Click the gears button towards the bottom of the left-hand sidebar in the Woopra web app
  2. Select the “Triggers” tab from the menu at top
  3. Click the “Create New Trigger” button
  4. Name your Trigger in the “Name” field

Step 2: Define the customer segment

  1. In the Filter section open the “People who are” filter by clicking the + button next to “are”
  2. Using the “Property” drop-down menu, select the the property “monthly payment”. Since we have already defined the custom visitor data “monthly payment” in our Schema, it will be pre-populated in the drop-down menu.
  3. Using the “Value” drop-down menu, select “greater than” and then type “900” into the field at the right so that it reads “value greater than 900”
  4. Finally, click “Apply” to set the filter and you have now defined your customer segment for the notification as “customers who have a monthly payment greater than $900”

Step 3: Define the Trigger Filter

  1. In the Trigger section, open the trigger filter by clicking the “Any Action” button
  2. In the Action section of the filter, select the action “cancel account” from the drop-down menu. Since we have already defined the custom event “cancel account” in our Schema, it will be pre-populated in our actions drop-down menu.

Step 4: Configure Push Notification

  1. To receive this notification to your Woopra web app and to your mobile phone (if you have downloaded the Woopra iOS app or Android app), check the box next to “Push Notification”
  2. Select a sound from the “Play Sound” drop-down menu, such as “Xylophone # 1”
  3. Select a thumbnail from the “Thumbnail” drop-down menu, such as “Country Flag”
  4. Define the content to be displayed in the notification. Here we will write: “Visitor Name from Company has cancelled account.”
  5. “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.

Step 5: Configure Email Notification

  1. To receive this notification to your email or to send it to your colleagues’ emails, check the box next to “Email Notifications”
  2. Enter the email addresses where the notification will be sent to, separating each with a comma
  3. Enter the subject that will be used in the email. Here we will write “Priority Account Cancellation Alert”
  4. Enter the content that will be used in the body of the email. Here we will write: “Visitor Name from Company has cancelled account.”
  5. “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.

Step 6: Save the Trigger

Click the ‘Save Trigger” button at the bottom right of the editor. You will now start receiving a notification whenever a customer who is paying more than $900 per month cancels their account.

Need any help? Contact our Data Jedis