Triggers are the events that activate the templates in your account. In this section, you will learn how to set up and edit a Site Flow trigger, including the activating event and the destination for your template.


Trigger list

Click the SETUP tab (see #1) and open SYSTEM > Triggers (see #2).

A full list of your triggers appears, listed in alphabetical order.

Triggers options

The Triggers view options are available in the top-right portion of the screen. Here you can change how your triggers are displayed, as well as add a new trigger.

Click on Filter to filter through your triggers by certain criteria. You can sort by EVENT, as well as TYPE of trigger.

Click on the dropdown to show view options. Select Active or Inactive to filter through the available triggers.

Click the Toggle columns icon to choose to display the triggers' Name, Event, Type, Date Updated, and/or Actions.

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Add trigger

Click the SETUP tab and open SYSTEM > Triggers. Click Add New to add a new trigger to your account.

The Add Trigger page is displayed.

Turn on the Active switch to activate your trigger.

Enter the Name of the trigger.

Select the Event from the drop-down to choose what event will activate your trigger.

Select the Type for your trigger: HTTP or Email.

The fields corresponding to your choice appear below.


The following fields appear at the bottom of the page when you select HTTP.

Enter the destination URL for the HTTP request.

Select the Method from the drop-down: POST, PUT, or GET.

Fill out the Header and Value fields for your request (such as account authentication). Then click the + button to the right to add the header.

This adds the header below. You may repeat this step and add as many headers as necessary for your request. You may also delete a header by clicking x to the right of it.

Email Type

The following field appears at the bottom of the page when you select Email. as your Type. Fill out the field with the desired email address.

Select an existing Template from the drop-down menu.

Click the Linked Account drop-down and select from the list (if you have linked an account before).

Select Retry on failure to retry the trigger in the case that a server-side issue causes it to fail.

Select Share to copy the trigger to the linked account(s) selected in the previous step.

Click Save to finish creating the new trigger.

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Edit trigger

Open System > Triggers and select the trigger you wish to edit from your list. The Edit Trigger menu appears.

Follow the same process as outlined above. The fields in Edit Trigger and Add New pages are identical.

To test your trigger, click Test located in the top-right corner of the menu. All the required fields must be filled out before you can click the Test button.

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