Setting up Custom Triggers

In your account locate the Tools icon , then click on the Triggers option.

Or access the section by following this link: https://app.paykickstart.com/vendor/configure/triggers

To create a new trigger, click on the New Trigger button:

The New Trigger button can be found at the top right corner of the Triggers section:

Enter the name of the trigger.

First, select the Event you wish the trigger to fire for. We always recommend starting with New Sale/Rebill, as this event will occur whenever a customer purchases the product, or is rebilled for their subscription:

When creating a trigger, the “IF” establishes a condition that must be true for the trigger to perform a specific action. This is like a requirement that, when fulfilled, activates the trigger.

Vendors can choose from the following conditions:

• transaction amount

• coupon

• tax

• tax country

• tax number present

• billing country

• shipping country

• bump purchased

• affiliate

• payment method

• quantity

• checkout type

• transaction type

• product

• campaign

• funnel

• phone number present

• custom field

Select which events to trigger in the THEN section when the specified “if” condition is met. The subsequent event will be triggered, initiating the desired action or response.

You can choose from the following events:

• Send email
  (sends an email to the specified user or address)

• Fire Sale IPN
  (send first sale IPN to a specific route)

• Add Customer to Email Marketing Service
  (used for Autoresponder integrations)

• Redirect
  (redirect IPN to a specific route)

• Refund Transaction
  (triggers a refund for the specific transaction)

• Change Subscription Status
  (Cancels, Re-activates, or Pauses the subscription for the product)

• Register a Customer for a Webinar
  (used for Webinar integrations)

• Add Customer to a Membership
  (used for Membership integrations)

• Pass Customer Details To Fulfillment Service
  (used for Fulfillment integrations)

• Pass Purchase Details To Slack
  (used for the Slack integration)

• Pass Purchase Details To CRM Service
  (used for CRM integrations)

• Pass Purchase Details To Accounting Service
  (used for Accounting integrations)

• Pass Details To Facebook Conversion Tracking
  (used for Facebook integration)

Click on the “Save Trigger” button located in the top-right corner of the page, and make sure to Enable it.

Once saved, you’ll see the trigger on this page.