Campaign Builder Triggers and Goals

Triggers

Applies to: All ONTRAPORT accounts. Some Triggers limited to ONTRAPORT Plus and above.

Every Campaign must have at least one Trigger. A built in Trigger named "Added to Campaign" is provided at the top to manually add Contacts, have them use a form to opt in, etc. You can add additional Triggers to the Campaign. Triggers only appear at the top of a Campaign. They serve as an entry point to the Campaign, and cannot appear anywhere else.

A Trigger adds the Contact when a certain event happens. You can assign optional Conditions to the event to further define the Contacts that will be added to the Campaign.

List of All Trigger Events

Preview Trigger Elements

ONTRAPORT provides a preview button when selecting certain Campaign element items. ONTRAforms, ONTRAmail messages, ONTRApages and Campaigns will pop up a preview image so you can be sure you are selecting the correct one.

Preview an ONTRAmail message in a Send Email element:

 

 

Preview an ONTRAfrom in a Trigger:

The preview button will not appear, or be deactivated, if the resource is not able to be displayed (legacy landing pages, HTML Editor email, etc.)

List of All Conditions

Applies to: All ONTRAPORT accounts. Some Conditions limited to ONTRAPORT Plus and above.

Trigger Settings

The Trigger has three settings to further define who can be added to the Map, and how many times they can go through the Campaign.

1. Which Contact can activate this trigger? 

• Any Contact even if they're not already in this campaign
• Contacts anywhere on this campaign map

2. If trigger is activated & the Contact is already on this campaign map, then... 

• Add the Contacts here again and also leave wherever else they are on the map
• Move the Contact here and remove them from wherever else they were on the map
• Ignore this trigger and do nothing

3. This trigger can only be activated once per Contact (checkbox) provides a method to ensure a Contact is added to the Campaign or moved to this Trigger only one time. Even if the Contact is removed from the Campaign, they will not be added back if the Trigger condition is met.

Rearranging Triggers on the Campaign Map

To move a Trigger and it's associated path to the right or left, hover over the trigger and click the directional arrow that appears. The Trigger and all the elements under it will move one place in the direction clicked.

Note: For best performance, keep the number of Triggers to 200 or less.

Goals

Applies to: All ONTRAPORT accounts. Some Goals limited to ONTRAPORT Plus and above.

Goals can appear anywhere after a Trigger on a Campaign Map. The Goal is what you want your Contacts to do, such as sign up for a membership site, purchase a product, opt in to another campaign, visit your website, etc.

A Goal is achieved when the Contact takes an action or has an action applied to them by ONTRAPORT. The Goal also has a number of conditions to target the Goal.

List of All Goal Achievements

Preview Goal Elements

ONTRAPORT provides a preview button when selecting certain Campaign element items. ONTRAforms, ONTRAmail messages, ONTRApages and Campaigns will pop up a preview image so you can be sure you are selecting the correct one.

Preview an ONTRAfrom in a Goal:

The preview button will not appear, or be deactivated, if the resource is not able to be displayed (legacy landing pages, HTML Editor email, etc.)

List of All Goal Conditions

Applies to: All ONTRAPORT accounts. Some Conditions limited to ONTRAPORT Plus and above.

Settings in Goals

Just like Triggers, Goals have three settings to further refine who can achieve the Goal.

1. Which Contacts achieve this goal?

• Contacts in the Wait element previous to this goal
• Contacts on any element previous to this goal
• Contacts anywhere on this campaign map
• Any Contact even if they're not already on this campaign will be added here

2. If this goal is achieved & the Contact is already on this campaign?

• Move the Contact here and remove them from wherever else they were on the map
• Add the Contact again here and also leave wherever else they are on the map
• Leave them where they are and ignore this goal

These settings allow you to specify that the Goal applies to only those Contacts on the Wait element immediately above the Goal, any Contact on any element above the Goal, to all Contacts on the Map (even after the Goal), or to any Contact even if they are not yet added to the Campaign. This last option enables adding Contacts into the middle of a Campaign.

The second setting for Contacts "already on the Campaign" allows you to have the Contact jump immediately to the Goal and skip the intermediate steps. For example, you may have a Goal of "Purchases Product X" and a nurturing campaign of ten email elements above the Goal. A Contact who is on the fourth email and purchases "Product X" from your website can jump directly to the Goal ... and won't be sent the remaining 6 emails encouraging them to buy something they already bought!

3. This goal can only be achieved once per Contact (Checkbox)

Select the checkbox to prevent a Contact from achieving the Goal more than once. This is a global setting, and even if the Contact is removed from the Campaign, they will not be able to achieve this Goal more than once. This allows you to ensure subsequent Goal achievements will not repeat the steps after the Goal. For example, you might send someone a Personal Coupon to encourage a second purchase, but want to send that coupon only once.

Adding Additional Goals

To quickly add a Goal next to an existing Goal click the arrow icon next to the Goal.

Articles in this section

• Campaign Builder Introduction
• Best Practices: Campaign Builder
• Campaign Builder Triggers and Goals
• Campaign Builder Actions
• Campaign Builder Filters
• Campaign Builder Webhooks
• Campaign Builder FAQs
• Campaign Builder Checklist and Notes
• Campaign Builder Modes
• Campaign Builder Revision History

See more