Triggers allow you to automate the sending of items via steps, statuses, and stages in your existing CRM, Marketing Automation, and Sales Automation platforms.
Every Postal Integration Partner has access to triggers. You'll need to make sure that your integration is set up before using triggers. Learn more about creating different Triggers by selecting your integration from this list.
Note: Only Admins have access to view and create Triggers
From the tabs menu in Postal, select the three horizontal dots and then select Triggers.
Overview of the Triggers page
When you land on the main Triggers page, you can see every trigger you've created. Each column provides you with different information about each trigger including:
Owner - name of the trigger creator
System - name of the integration the trigger is using
Enabled - whether or not the trigger is currently active
Action - action the trigger takes
Created - creation date
Hit Count - how many times the trigger has hit
Editing An Existing Trigger
By clicking on the name of an existing trigger you can get details and even take some action. There are three actions you can take with existing triggers.
- Delete Trigger will prompt you to delete the trigger. Alternatively, you could deactivate the trigger so that you can report on activity at a later date.
- Edit Trigger takes you to a page to adjust the settings of the trigger. All changes are moving forward and will not affect previous sends.
- Disable a Trigger - pause the trigger from running.
This Trigger detail page also shows you the activity on the trigger including the contact, the contact owner, the date the trigger was initiated, and the end result.