Campaign triggers control when your review requests automatically start, while automation settings manage how campaigns behave once they’re running. These controls help you create smart, respectful automation that engages customers without overwhelming them.

Step 1: Access Campaign Settings

Navigate to your campaign:

1. Open any existing campaign or create a new one
2. You’ll work with two tabs: “Builder” (for triggers) and “Settings” (for automation rules)

Step 2: Understanding Campaign Triggers

Triggers determine what action starts your campaign automatically.

1. Available trigger types include:
   • Contact Created→ Campaign starts immediately when you add new contacts (most common)
   • Manual enrollment → You manually select which contacts enter campaigns
   • Add a new trigger → Advanced automation based on customer actions

Step 3: Configure Your Main Trigger

Most campaigns use “Contact Created” as the default trigger:

1. In the Builder tab, look for the trigger at the top of your workflow
2. This shows “Contact Created” for most templates
3. New contacts automatically enter this campaign when added to your system

Step 4: Add Advanced Triggers (Optional)

For more sophisticated automation:

1. Click “Add a new trigger” in the Builder tab
2. Choose from available trigger options:
   • Date-based triggers (birthdays, anniversaries)
   • Behavior-based triggers (website visits, email opens)
   • Manual triggers (tags, custom fields)
3. Configure trigger conditions and save

Step 5: Configure Automation Settings

Click the “Settings” tab for campaign behavior controls:

1. Campaign Name: Give your campaign a descriptive title
2. Allow re-entry: Controls whether contacts can restart the campaign
   • Recommended: Keep OFF to prevent duplicate review requests
3. Stop On Response: Automatically stops campaigns when customers reply
   • Recommended: Prevents follow-ups to customers who have already responded. Keep ON to respect customer engagement.

Step 6: Test Your Automation

Before launching with real customers:

1. Add test contacts to verify triggers work correctly
2. Monitor trigger activation and campaign flow
3. Test automation settings with sample scenarios
4. Make adjustments based on test results

Step 7: Monitor and Optimize

After launching your automated campaigns:

1. Review campaign performance regularly
2. Monitor customer feedback and complaints
3. Adjust trigger conditions if needed
4. Optimize automation settings based on results

Best Practices for Automation:

1. Start with simple triggers (Contact Created) before adding complex ones
2. Always enable “Stop On Response” for review campaigns
3. Disable “Allow re-entry” for review requests to prevent duplicates
4. Test automation thoroughly before launching to customers
5. Monitor customer complaints and adjust settings accordingly

Your campaign automation is now configured! Return to “Customizing Wait Times Between Messages” to optimize your message timing, or proceed to “Review Request Email Templates & Customization” for content customization.