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MetaFlows - Create a Triggers campaign
In a Triggers campaign, you can automate a content campaign targeting users based on the following specific events:
- Phish clicked: A user clicks on a specified number of phishing attempts.
- Data entered on phish: A user enters data on a specified number of phishing attempts.
- User joins platform: A new user is added to the platform. You can also set a delay (in days) between this event and the action occurring.
Steps to create a Triggers campaign
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Set up your Triggers campaign.
- Before setting up your rule, you need to create your Triggers campaign.
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Add content to your campaign.
- Follow the steps outlined in How do I add content to a Campaign?
- Note that phishing attempts cannot be included in a Triggers campaign since they need to operate on a specific date schedule.
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Campaign Creation
- Go to Campaign Creation and select Trigger Campaign.
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Configure your campaign.
- Name and Description: Provide a name and description for your campaign.
- Flowbuilder: Add your steps in the desired order using the flowbuilder.
- Set Delays and Notifications: Set the delay (in days) between each step, and edit the email notifications by clicking on the 'Settings/Cogwheel' icon on each step.
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Publish your campaign.
- Click Publish Changes to finalise and publish your campaign.
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Add the campaign to a trigger.
- You can now add this campaign as an action in a trigger by following the instructions in article MetaFlows - How to set up Triggers.
Key Considerations
- Phish limitations: Phishing steps cannot be included in a Triggers campaign.
- No edits post-publishing: Once published, a Triggers campaign cannot be edited. The campaign can be deleted, and content can be reused.