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Triggers Overview

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Joel
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Purpose

The purpose of this article is to provide an overview of the refreshed Trigger experience to Outreach Admins who create and manage trigger automations. The refreshed trigger builder provides a more efficient user experience by reducing complexity and increasing readability.

Intended Audience

  • Outreach Admins who create and manage trigger automations

What's New in the Outreach Trigger Builder?

The Trigger Builder refresh maintains the same features and functionality as the legacy view, but has been redesigned to provide more clarity, efficiency, and manageability.

Key Improvements:

  • Human Readable: The trigger builder is now structured in a way that it reads as a clear IF / THEN statement and is consolidated in a way that reduces scrolling to review the entire statement more easily.
  • Overall Simplified Logic: A simplified and more streamlined trigger builder with easy to follow trigger logic
  • And / Or Logic: We’ve shifted from the All / Any logic to the industry standard of And / Or to reduce confusion
  • Multi-Value Condition Statements: Multiple values are now allowed per condition statement, which reduces the number of condition statements needed to reach the same result
  • Object & Event Field Separation: Separation of the Trigger Object and Trigger Event selection to reduce scrolling and to more clearly breakout your options
  • Condition Group: You now have the ability to create a condition group from the start, as opposed to grouping conditions after you have started building the condition statement
  • No Case Sensitivity: Triggers are case-insensitive to reduce the variations of condition variables needed to cover all use cases
  • Seamless Trigger Automation Management: On the trigger list view you will now see a Last Updated field as well as the ability to sort by Name, Created Date, and Last Updated.

What does the new experience look like?

Trigger Builder

triggers_overview_-_trigger_builder.png

Trigger List View

triggers_overview_-_trigger_list_view.png

New Features

Shift to AND / OR Logic

The new UX has shifted from the previous All / Any logic to the industry standard of And / Or to reduce confusion. This is inline with more traditional CRM language.

triggers_overview_-_and_or_logic.png

Multiple Values Per Condition

Multiple values are now allowed per condition statement, which consolidates the trigger statements and reduces the number of condition statements needed to reach the same result.

triggers_overview_-_multiple_values.png

When multiple variables are added you will see a +Count (i.e., +5) to show how many additional variables are referenced. Clicking into the field box will expand to show all variables.

triggers_overview_-_multiple_variables.png

Object & Event Field Separation

We now separate the Trigger Object and Trigger Event selection to reduce scrolling and to more clearly break out your selection options per object.triggers_overview_-_object_field_1.png

triggers_overview_-_object_field_2.png

Case Insensitivity

Triggers are case-insensitive to reduce the variations of condition variables needed to cover all use cases. Only one variation of a word is needed, not an upper and lowercase version.

Previous View
triggers_overview_-_case_insensitivity_1.png

New View
triggers_overview_-_case_insensitivity_2.png

Drag and Drop Reordering of Actions

Actions can now be reordered through drag and drop functionality.

triggers_overview_-_drag_drop.gif

Condition Group

You now have the ability to create a condition group from the start, as opposed to grouping conditions after you have started building the condition statement.

triggers_overview_-_condition_group.png

Note: You will not be able to promote an individual statement to a condition group now that the logic is available to create a group from the start.

Copy Revisions

We revised sections of the trigger copy to reduce confusion and provide clarity.

Trigger only Once Per Target is now: Runs indefinitely or Runs once per target.

Empty Conditions

We now utilize “Is Empty” operators to make it more explicit when you want to target a field that is either empty or not empty.

triggers_overview_-_empty_conditions_1.png

triggers_overview_-_empty_conditions_2.png

triggers_overview_-_empty_conditions_3.png

Trigger Preview

The condition preview can be accessed by selecting the preview button. We provide the count of prospects that will be impacted.

Where you used to see multiple pages of results, we now show one page of results along with the total count.

triggers_overview_-_preview.png

Trigger List View

triggers_overview_-_list_view.png

Order - Deprecated

We have replaced the trigger ordering arrows with the new Sort by feature. You can now sort your triggers by Name, Created Date, Last Updated, and Legacy Order.

A trigger will fire as along as the trigger conditions have been met—independent of how they are sorted on the page.

Sort

You can now sort by Name, Created Date, Last Updated and your historical order on the trigger list view.

Last Updated

We are introducing a Last Updated column to indicate when your trigger was last updated. This will help users more easily verify the triggers they have made revisions to.

Activate / Deactivate

We have removed the enable / disable toggle and have added the ability to Activate / Deactivate the trigger from the action menu (three dots at the end of the row).

Trigger Order

To view the order of your triggers, sort by Trigger order.

To make adjustments to your trigger order, navigate to Sort by: Trigger order. From here, you can use the arrows to rearrange your trigger order, or drag and drop the trigger position.

To reorder your triggers:

  1. Navigate to Sort by: Trigger order. (You can only reorder on the Trigger order view.)
  2. In the blue banner at the top of the screen, click the text Need to reorder your triggers? Click here. A new tab will open with the legacy trigger list view.
  3. In the view in the new tab, reorder your triggers as needed.

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