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(NEW) Setting up Custom Triggers

Custom Triggers enable you to customize automatic workflows for every transaction that goes through.

This feature helps automate several processes, such as sending out a customized email notification, creating or redirecting an IPN request to a specific route, refunding transactions, and changing subscriptions.

To create a Custom Trigger, simply follow the steps provided below:


STEP 1: GO TO TOOLS > TRIGGERS SECTION

STEP 2: CREATE A NEW TRIGGER

STEP 3: NAME THE TRIGGER

Enter the name of the trigger.

STEP 4: CREATE YOUR CONDITIONS

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

STEP 5: SELECT WHICH EVENTS TO TRIGGER

Select which events to trigger 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
– first sale ipn (send first sale IPN to a specific route)
– redirect (redirect IPN to a specific route)
– refund transaction
– change subscription status

STEP 6: SAVE THE TRIGGER

Click on the “Save Trigger” button located in the top-right corner of the page.

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

Updated on February 13, 2024

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