Guides

Create Triggers

In these pages you'll learn how to create a geo-trigger. These are be mechanism available for you to quickly create geo-triggered messages or automatically categorize users when they enter or leave a geo-zone or when they are in the vicinity of a beacon. In these pages you'll learn how to create and manage individual triggers. You can also create campaigns where you can quickly create triggers for several regions in a couple of steps. Learn how to create campaigns by reading our guides located here.

To access this page click in the region where you wish to create a trigger for, from the list of geo-zones:

Locations geo zones view record ca2fcfcd42

Then expand the Options menu and click in Triggers:

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In this page click in the New Trigger button to actually start creating the trigger:

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This will open the geo-trigger wizard, where you'll setup an interaction with a user that visits the region or a beacon in a region. In the tab Setup you'll need to provide a name for this trigger:

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If you are using beacons, you can create a trigger for when you enter or exit the vicinity of a beacon. if you would like to use a beacon instead check the following box:

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If you select this box, you will then be able to select a beacon:

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Frequency

In this tab, you will first provide information when and how often this trigger will be executed. Click the Frequency tab:

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Let's start by providing the Frequency option. If you want it to be triggered only one time, select the option Only once when a user:

Campaigns location based wizard frequency once 4177ad0eb1

If you want it to be triggered every time, select the option Every time a user:

Campaigns location based wizard every time 208a811f3f

Or if you want it to be triggered once every x amount of time, select the option If a user:

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Then you should select when it should trigger, if you want it to trigger when a user enters the region or beacon vicinity:

Campaigns location based wizard frequency enter 4df20a5661

Or if you want it to trigger when a user exits the region or beacon vicinity:

Campaigns location based wizard frequency exit a540724379

If you have selected the option Only once when a user previously, you can also for which time the trigger should be executed:

Campaigns location based wizard frequency once occasion 3c2b6891c6

If you have selected the option If a user previously, you can also set the interval of time between triggers:

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Finally you can also set a Dwelling time for a trigger:

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If provided this will delay the trigger for the amount of time you specify and your trigger will be cancelled if the user leaves the region/beacon before that delay (if you have selected the Enters this region or beacon) or enters that region/beacon before the delay (if you have selected Leaves this region or beacon). This will allow you to filter out users that either pass through your regions too often and too fast. It will also make sure that you only trigger messages if the user is really visiting or leaving your regions.

And finally you can also specify if your triggers should be skipped on certain days of the week during the length of the trigger's duration:

Campaigns create skip days f2ea1f827b

Duration

This is an optional setup for your trigger. If you wish to provide time restrictions to your trigger, click in the Duration tab:

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If you choose to add a date limit to your trigger, you can provide a start and end date:

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You can also provide a time range during which your trigger will be active throughout the day:

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Please note that dates and times used in these fields will be saved and used according to the region's timezone.

Filters

Optionally you can also assign filters to your trigger. Through an advanced criteria, you are able to select certain group of users or devices that are eligible for a trigger, ignoring all the rest. Go ahead and click the Filters tab to set this up:

Locations triggers tab filters 43b973709a

In the Criteria selector go ahead and select between Segments, Tags or Device Properties, you will have to select them individually but you can combined them to achieve a fine-grain filtering.

To select segments go ahead an select Using Segments from the Criteria option:

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You can search for an existing segment by typing in the Search Segments field:

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Because segments can be created via the dashboard, if the segment does not exist, you can quickly create one by clicking in the Create it? link:

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Once you have selected the segments you want to use, go ahead and click in the Add to Criteria button:

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This will add the segments you've selected to the criteria. Now you can select the quantifier for this selection. If you want the criteria to match any of the segments you've selected, leave the option In any of these selected:

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If you want to make sure you only execute this trigger if the users are in all the segments you've selected, change the quantifier to In all of these:

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And finally if you want to make sure you only execute this trigger if the users are not in any of the segments you've selected, change the quantifier to In none of these:

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You can also do the same thing with tags, even combine it with segments. To also add tags in this criteria, select Using Tags from the Criteria option:

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You can search for an existing tag by typing in the Search Tags field:

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Once you have selected the tags you want to use, go ahead and click in the Add to Criteria button:

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This will add the tags you've selected to the criteria. Now you can select the quantifier for this selection. If you want the criteria to match any of the tags you've selected, leave the option In any of these selected:

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If you want to make sure you only execute this trigger if the devices are in all the tags you've selected, change the quantifier to In all of these:

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And finally if you want to make sure you only execute this trigger if the devices are not in any of the tags you've selected, change the quantifier to In none of these:

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Finally you can also filter based on certain properties of devices (operating system, app version, language, etc), even combine it with segments and tags if needed. To also add device properties in this criteria, select Using Device Properties from the Criteria option:

Automation connectors filters device properties dde36e798e

To start adding device properties to the criteria click in the Add a Property? link, as shown above. This will create an entry like this:

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You should now select which device property and the operator to user and type the value you want to filter it for, like the example below:

Automation connectors filters device propery inserted 8c0aabcf3e

If you select the operator is any or is not any, you will be able to add more than one value by clicking in Add another value link , like shown below:

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If instead you want to combine device properties you can simply add more properties by clicking in the Add another device property link, as shown below:

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When you are ready with your selection of device properties just go ahead an hit the Add to Criteria button and you will see a selection like this:

Automation connectors filters device properties add criteria 6fd94e7b39

Segmentation

It is also possible to automatically categorize users as these triggers get executed. This is extremely powerful if you want to categorize users based on their behaviour without having to necessarily include this functionality in your apps. To add segmentation rules, go ahead an open the Segmentation tab:

Locations triggers tab segmentation ec841642b7

There's four types of rules you can select, add or remove users from segments and add or remove devices from tags. You can add an unlimited number of rules and even combine two or more rules. This becomes powerful as you can add users to a group while removing them from another group.

To add users to one or more segments, select the following:

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If you want to remove users from one or more segments, select the following:

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Then go ahead and proceed to select the segments you want:

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In the Search Segments field, search for existing segments:

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If the segment you are looking for does not exist you can create one on-the-fly, just click in the Create it? link:

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When you are done selecting segments, just go ahead and add the rule by clicking in the Add Rule button:

Automation connectors segmenation add segments rule e71b0db0d2

The exact same thing can be done with tags, to add devices to one or more tags, select the following:

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If you want to remove devices from one or more tags, select the following:

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Then go ahead and proceed to select the tags you want:

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In the Search Tags field, search for existing segments:

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If the tag you are looking for does not exist you can create one on-the-fly, just click in the Create it? link:

Automation connectors segmentation create tag e98dd27064

When you are done selecting tags, just go ahead and add the rule by clicking in the Add Rule button:

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As you add rules, you will see them in a list as follows:

Automation connectors segmentation rules list 2bb00ca1b0

Content

Finally in this area you can also select if you want to present content to the user when a trigger is executed. By default this will set to None and the user will not see anything as these triggers occur. To change that, open the Content tab:

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From the list of available content select the Notification type by expanding the Content selector:

Campaigns location based wizard content selection 41c8f13c75

If you select Notification, when you create the trigger we will automatically create a default message. You can customize that later while editing the trigger.

When you're ready to create the trigger, make sure you click the Create button to save it:

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Keep reading our guides and learn how to edit geo-triggers.