Triggers & steps - full reference
Every trigger and step type, and when to use each.
Triggers
Email & campaigns
- Opened a campaign / Didn't open in time - after a specific campaign (the "didn't open" trigger takes a wait window).
- Clicked a link - a link in a campaign.
- Campaign delivered - a contact was sent a campaign.
- Unsubscribed.
Contacts
- New contact created - a contact is added (manual or API; not bulk import).
- Added to a segment - a contact joins a segment.
- Contact went inactive - no opens/clicks for a set period.
- First WhatsApp message - a contact's first inbound message.
- Replied to a WA campaign - a reply to a broadcast.
- WhatsApp opt-in - an organic opt-in (inbound message or START keyword), not a bulk import.
Shopify — abandoned a cart, order placed / shipped / delivered / cancelled. See Shopify order & abandoned-cart messages.
Steps
- Wait - pause for a set time before the next step.
- Send an email - send a template to the enrolled contact.
- Send WhatsApp message - send an approved template (respects consent and frequency rules).
- Add to segment / Remove from segment.
- Check contact (if/else) - branch into a yes and a no path. Conditions can check contact fields, campaign engagement, and WhatsApp delivered / read / replied status (optionally "within X hours").
Bulk CSV import deliberately does not fire the "Contact created" or "WhatsApp opted in" triggers - otherwise one import could enroll thousands of contacts at once.