Automation Trigger Reference

Administration -> Automation Rules -> Automation

These are the system TRIGGERS that when true causes it's ACTIONS to be executed.

Triggers names start with Appointment or Customer or Event sources, indicating the template merge codes that may be used. Merge code are replaced with the data values the trigger is referencing. Template triggers must select the proper SOURCE for them to appear for selection with that trigger.

Filters are option to insert a value. All filters entered for a TRIGGER must be true before any actions will execute. A filter left blank matches all data.

Automation Triggers are evaluated each date at 11:45pm and qualified actions are schedule for execution and place into a execution queue. The execution queue is processed each day at 9am whereby all action tasks are performed. Appointment gmail calendar inserts (when configured by store) & user To Do email reminder are performed each night at 11pm for the store and user.

Trigger - Customer - Customer Pickup Notification

A Ticket's Sales Transaction of a inventory item not marked as a service with a IN status on a originally ORDERED transaction. A Notification Date is newly entered on the ticket/receipt's sales translation. The notifications will go on the notification date entered matches the current system date.

Filter on Inventory category/class when supplied to the trigger so the transaction's inventory entry category must match to receive the actions.

Trigger - Appointment - Reminder 7 day prior

A appointment with CONFIRMED status is 7 days from the Appointment date.

Filter on the appointment's type so only appointments matching the appointment type will trigger actions.

The Number of Days option will add or subtract days prior to executing the defined actions.

A positive number will add days after the trigger date (making it go later), a negative number will remove days (make it go SOONER). For example, say the Send 1 day reminder automation trigger would see an appointment for Oct 19. So the trigger would send the email/todo/sms on Oct 18. If you add a -3 to the trigger then it would send on Oct 15. If you entered a +3 it would go on Oct 21.

Trigger - Appointment - Reminder 1 day prior

A appointment with CONFIRMED status is 1 day from the Appointment date.

Filter on the appointment type so only appointments matching the appointment type will trigger actions.

The Number of Days option will add or subtract days prior to executing the defined actions.

A positive number will add days after the trigger date (making it go later), a negative number will remove days (make it go SOONER). For example, say the Send 1 day reminder automation trigger would see an appointment for Oct 19. So the trigger would send the email/todo/sms on Oct 18. If you add a -3 to the trigger then it would send on Oct 15. If you entered a +3 it would go on Oct 21.

Trigger - Appointment - Confirmed

Triggered on a new appointment with CONFIRMED status.

Filter on the appointment type so only appointments matching the appointment type will trigger actions.

The Number of Days option will add days after the appointment creation date before the actions occur.

A positive number will add days after the trigger date (making it go later.) So, if the appointment was created on June 1, and you add a 3 to the trigger then it would send on June 4. If you set the days to zero, it will trigger the next morning after the appointment is created.

Trigger - Customer - New Non-Event Sale

A new customer ticket is created containing a sales transaction and ticket is not linked to an event.

Filter on Inventory category/class so the transaction's inventory entry category matches.

Filter on Sales transaction STATUS (Order, Pickup, Taken).

Trigger - Event - New Event Sale

A NEW ticket is created containing a sales transaction on a customer's ticket and the ticket is linked to an event.

Filter on Inventory category/class so ticket must contain the at least one transaction with a inventory category matching filter.

Filter on transaction STATUS (Order, Pickup, Taken)

Filter on EVENT type of event ticket is linked to (Wedding, School, Social)

Filter on member role within event.

The Action for a New Event Sale can run "# days after sale date" OR "# days before event date" Select Days after sale date if the action should run after the sale occurs, regardless of event date. For example, you want to send an email 3 days after the sale. In this case, select "Days after sale date" and enter 1 day. Enter 1 day since the action will run the next morning after the sale. If you want to send an email 6 months before wedding, select "Days before event date" and enter 180 to send the email approx 6 months before the event.

Trigger - Customer - Prospective Customer

A new customer is created (customer does not have to be a member of any event). Customer DOES NOT have any purchases.

Filter on Customer Type

Filter on Customer Source.

Note on Run After # day setting on Action. 1 day is added to action entry. If setting is 0 then action will execute 1 day after prospective customer is added. If user enters 2 days, then action will execute 3 days after prospective customer was added.

Trigger - Event - Prospective Event Member

A member is added to an event which creates a new customer. Customer DOES NOT have any purchases.

Filter on Days before Event

Filter on Customer Type

Filter on Customer Source

Note on Run After # day setting on Action. 1 day is added to action entry. If setting is 0 then action will execute 1 day after prospective customer is added. If user enters 2 days, then action will execute 3 days after prospective customer was added.

Trigger - Event - Event follow-up

Filter on event type (wedding, social, school),

Filter on number of days of event ( the number may be four digits and be a negative or positive integer. Positive days are number of days prior to the event and negative is the number of days after the event date.

Trigger - Event - Rental Pickup Reminder

Filter on Days prior to rental Pickup date (positive whole number) and event type (wedding, school, social)

Trigger - Custom Fitting - Completed

A custom fitting status goes to Completed.

Filter on the Service style selected for the charge on the fitting.

Filter on the Seamstress selected for the fitting

Filter on the Number of days after the fitting goes to Completed status.