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What does each trigger mean in automations?
What does each trigger mean in automations?
Updated over 3 months ago

A workflow trigger automates the process of utilizing events to interact with clients or new clients 🤩

  1. New client added: A new client was added into your Arketa account

  2. New lead added: A new "lead" was added into your Arketa account

  3. Subscribed to newsletter: A client has subscribed to your newsletter

  4. Chatbot message received: A lead has messaged your business through the chatbot on your website

  5. Form submitted: A client has completed filling out a form on your website

  6. Client purchased pricing option: Client completed check out and a pricing option was purchased (you can select which pricing options you want to use for this trigger)

  7. First class booked: When a client books their first class with you!

  8. Checked into first class: After a client checks into their first class

  9. Checked out of an appointment: Client has completed an appointment

  10. Class booked: A class is booked in Arketa (you can select which classes you would like to track for this option)

  11. Milestone reached: A client has reached a Milestone with your business (you can enter in a number of classes that a client has taken for a milestone to be reached)

  12. Package credits running low: A client's pack is running low on credits. You can select which packages and the amount of credits for the trigger!

  13. Subscription canceled: A client canceled their subscription

  14. Subscription expiring: The client's subscription will be expiring in X amount of days. You can enter the number of days that you would like to send out the reminder!

  15. Package expiring: The client's package will be expiring in X amount of days. You can enter the number of days that you would like to send out the reminder!

  16. Added user tag: A tag was put on a client's account (you can select specific tags that you want to track for this option)

  17. Client has made no recent purchases: A client hasn't purchased anything in X amount of days (you can enter the amount the amount of days for this selection)

  18. Client has made no recent bookings: A client hasn't booked with your business in X amount of days (you can enter the amount the amount of days for this selection)

  19. Client has made no recent purchases or bookings: A client hasn't booked OR purchased with your business in X amount of days (you can enter the amount the amount of days for this selection)

  20. One hour before milestone: A client is 1 hour away from hitting X milestone. This is a great way to celebrate clients that are hitting new milestones with your business!

To get started with automations, click here!

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