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Create your transactional email trigger
Monique Clark |
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35 seconds
Click "Triggers"
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Click "+" to create a new trigger
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Give your trigger a descriptive name so you can easily identify it
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Select 'Automated Recurring' if this email should send itself
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Select whether this is a marketing or non-marketing email
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Select which 'triggering event' should set the wheels in motion on this email | [Click here](http://help.peptalkr.com.au/en/articles/6276787-trigger-your-transactional-emails#h_74d6a4b11a) for a description of all triggering events
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Set your timing
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Configure any other settings applicable to this triggering event
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Apply any filters to **limit** who receives this email \
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š” Tip: Don't apply a filter to select 'everything' in that filter category. Only use filters when you're narrowing down who should receive it within a filter category.
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Click through the filter categories to explore what's possible
š” Tip: The most common filters to use are appointment type, and/or total appointment count.
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Select whether this trigger should repeat next time the recipients meets the conditions.
š” Tip: Every time the conditions are met is what you'll want most of the time.
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Select which of your published transactional email templates to assign to this trigger.
š” Tip: If you can't see your template - make sure you published it! Head back to the transactional tab to fix an draft templates.
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Send yourself a test before you turn the trigger on
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If you're satisified - turn it on! š
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