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Creating Points Triggers

Creating them allows you to automate actions based on a Contact's accumulated points. This is useful for segmenting contacts, triggering specific marketing actions, or integrating with other systems once a contact reaches a certain point threshold.

For example, you might want to push a contact to a CRM system once they become qualified based on their point total.

Info

Points can also be used with Tags. For instance, automatically apply a "Government" tag to Contacts once they achieve a high lead score in a certain group.

Triggers types

Campaign triggers

Modify Contact’s Campaigns: Add a Contact to or remove a Contact from any Campaigns you have active.

Contact triggers

Modify Contact’s Segments: Add a Contact to or remove a Contact from any Segments you have published.

Modify Contact’s tags: Add or remove any Tags on the Contact record. If a Tag doesn’t exist, you may create a new one in the edit window for this event.

Add-on triggers

Push Contact to Integration: To only push Contacts to an Integration after hitting a minimum Point total, use this option. You must have the Triggered action push Contacts to Integration option selected in the Integration. After selecting this event, the system displays a dialog box where you can choose which Integration to push the Contact to.

Warning

The Push Contact to Integration action isn’t supported with the Salesforce Plugin.

Email triggers

Send an Email: Send a template Email to the Contact based on their engagement. This may be some sort of special offer, congratulations, etc.

Send an Email to User: Tell a team member that a Contact has reached a minimum number of Points. There is an option in this event to send the Email to the Contact’s owner. You may either write a basic Email in the editor, or use a template Email.

Success

Selecting a User and selecting the option of send Email to Contact’s owner notifies both Contacts.

If User has no owner or if the owner is same as the Mautic User, this sends only one Email.

Info

You can add more Emails to ‘to’, ‘cc’ and ‘bcc’ fields - separated by a comma. You can add space after each comma if needed to sends Notification to all addresses.

Steps

  1. Click on 'Triggers' from the Points menu.
  2. Click 'New' to create a new Point Trigger.
  3. Enter the Name, Description, and Category for the trigger. These fields are similar to those used in Point Actions.
  4. Set the minimum number of Points required to trigger the action.
  5. Decide if you want to trigger for existing applicable Contacts upon saving. If yes, ensure the trigger is active.
  6. Go to the Events tab.
  7. Add one or more events that should be triggered once the Contact reaches the predetermined Point total. These events can be fully customized.
  8. Save the Point Trigger.
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