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

1. Set up your Triggers campaign

   • Before setting up your rule, you need to create your Triggers campaign.

2. 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.

3. Campaign Creation

   • Go to Campaign Creation and select Trigger Campaign.
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4. 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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5. Publish your campaign

   • Click Publish Changes to finalise and publish your campaign.

6. 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, Triggers campaigns cannot be edited. The campaign can be deleted and content can be re-used.