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Frank Hagan
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    Campaign Builder Triggers and Goals

     

     

     

     

     

    Triggers

    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
    • Contact is created
    • A field is updated
    • When Contact is added to Sequence
    • When Contact is removed from Sequence
    • Subscription to Sequence is Paused
    • Subscription to Sequence is Resumed
    • Subscription to Campaign is Paused
    • Subscription to Campaign is Resumed
    • When Contact is added to Tag
    • When Contact is removed from Tag
    • When Contact is added to Fulfillment List
    • When Contact is removed from Fulfillment List
    • Today matches Contact's date field
    • Today is relative to Contact's date field
    • Today is specific date
    • Contact is added/removed from Campaign
    • Task is completed
    • Contact submits a Form
    • Opens Email
    • Clicks an Email link
    • Sends you an Email
    • SMS Received from Contact
    • Purchases Product
    • Gets a refund on a Product
    • Contact submits Sales Form
    • Contact submits Upsell Form
    • Visits a Landing Page
    • Visits a PURL
    • Open order is created
    • Open order is charged or updated
    • Credit card is charged or declined
    • Contact visits URL
    • Clicks tracked link
    • Is given access to WordPress Membership Level
    • Loses access to WordPress Membership Level
     
    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:

    email element preview

     

     

    Preview an ONTRAfrom in a Trigger:

    preview a form from a Campaign 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
    • Has been on a sequence for a certain amount of time
    • Was subscribed to sequence before or after a certain date
    • If Contact is subscribed to Sequence
    • If Contact is not subscribed to Sequence
    • Subscription to a sequence is paused
    • Subscription to a sequence is resumed
    • Field is this value
    • Contact has Tag
    • Contact doesn't have Tag
    • If Contact is subscribed to Fulfillment List
    • If Contact is not subscribed to Fulfillment List
    • Has opened an Email a certain number of times
    • Has clicked an Email link a certain number of times
    • Has spent a certain amount on a product
    • Has ordered a certain amount of a product
    • Is subscribed to product
    • Has been subscribed to a product for a certain amount of time
    • Has visited a Wordpress site a certain number of times
    • Has visited a landing page a certain number of times
    • Has access to WordPress Membership Level
    • Does not have access to WordPress Membership Level
    • SMS contains an Email address
    • SMS does not contain an Email address
    • SMS Contains Text
    • SMS Does Not Contain Text
     
    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.

    full screen image of the Trigger dialog

    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.

    Hover and click the arrow to move the Trigger that direction

     

     

     

     

     

     

     

     

     

    Goals

    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
    • A field is updated
    • When Contact is added to Sequence
    • When Contact is removed from Sequence
    • Subscription to Sequence is Paused
    • Subscription to Sequence is Resumed
    • Subscription to Campaign is Paused
    • Subscription to Campaign is Resumed
    • When Contact is added to Tag
    • When Contact is removed from Tag
    • When Contact is added to Fulfillment List
    • When Contact is removed from Fulfillment List
    • Today matches Contact's date field
    • Today is relative to Contact's date field
    • Today is specific date
    • Contact is added/removed from Campaign
    • Task is completed
    • Contact submits a Form
    • External Events
    • Opens Email
    • Clicks an Email link
    • Sends you an Email
    • SMS Received from Contact
    • Sales
    • Purchases Product
    • Gets a refund on a Product
    • Contact submits Sales Form
    • Contact submits Upsell Form
    • Visits a Landing Page
    • Visits a PURL
    • Open order is created
    • Open order is charged or updated
    • Credit card is charged or declined
    • Sites / Pages
    • Contact visits URL
    • Clicks tracked link
    • Is given access to WordPress Membership Level
    • Loses access to WordPress Membership Level
     
    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:

    preview a form from a Campaign 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
    • Has been on a sequence for a certain amount of time
    • Was subscribed to sequence before or after a certain date
    • If Contact is subscribed to Sequence
    • If Contact is not subscribed to Sequence
    • Subscription to a sequence is paused
    • Subscription to a sequence is resumed
    • Field is this value
    • Contact has Tag
    • Contact doesn't have Tag
    • If Contact is subscribed to Fulfillment List
    • If Contact is not subscribed to Fulfillment List
    • Messages
    • Has opened an Email a certain number of times
    • Has clicked an Email link a certain number of times
    • Sales
    • Has spent a certain amount on a product
    • Has ordered a certain amount of a product
    • Is subscribed to product
    • Has been subscribed to a product for a certain amount of time
    • Sites / Pages
    • Has visited a Wordpress site a certain number of times
    • Has visited a landing page a certain number of times
    • Has access to WordPress Membership Level
    • Does not have access to WordPress Membership Level
    • SMS contains an Email address
    • SMS does not contain an Email address
    • SMS Contains Text
    • SMS Does Not Contain Text
     
    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.

    Add an additional Goal next to an existing Goal

     

     

     

     

     

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