Adding Triggers to a Campaign Stage

This topic describes how to create a trigger and add the trigger to a campaign. For general information about using triggers, see About Using Triggers with Campaign Stages.

To create a trigger and add it to campaign

1. Navigate to the Administration- Marketing screen, then the Triggers view.

2. Click the New button to add a new trigger.

3. In the Trigger Details applet, add trigger details.

   The following table describes some of the fields in the Trigger Details applet.

   Field	Comment
   Trigger Code	A unique ID for the trigger.
   Trigger Category	Available options are Churn, Cross Sell, Lifetime Event, Retention, and Upsell.
   Trigger Description	Description of the trigger.
   Associated Programs	Choose an associated program from the dialog box.
   Trigger Status	(Required) Available options are Active or Disabled.
   Created Date	(Required)

4. To add the trigger to a campaign, perform the following steps:

   1. Navigate to the Programs screen.

   2. In the Programs list, click the program name.

   3. From the Objects palette, select the Trigger object and move it to the workspace.

   4. In the Trigger Type dialog box, select a specific event trigger, or specify a repeating stage.

      Note: Double-clicking the Trigger object in the workspace navigates to the Program screen, Schedule, and then the Details view. Clicking the Event Trigger column opens a picklist to allow you to choose a different trigger.
   5. In the Program Flow workspace, select the Campaign, Lead, or Response object and associate it with the trigger.