Getting Started with Trigger Groups

Triggered Actions are typically organized into Trigger Groups, which are used to control which Triggered Actions are executed. The platform supports two different types, or "strategies," of Trigger Groups:

  • Execute only first applicable rule: Once a Triggered Action in this Trigger Group is executed, all other Triggered Actions are skipped. For example, if you are using Triggered Actions to send email messages, you could put them in the same Trigger Group to avoid sending multiple messages to the same Member.

  • Execute all applicable rules: All Triggered Actions in this Trigger Group can be executed.

Note: Triggered Actions that execute within one Group have no impact on Triggered Actions in another Group.

On the Triggered Actions screen, each Trigger Group is displayed as an expandable / collapsible panel. By expanding one of these panels, you can view all the Triggered Actions in that Group, and their sequence.

The Trigger Action Settings screen is used to view, create, and manage Trigger Groups in your loyalty program. To access the Trigger Action Settings screen, select Rules from the top navigation bar, then select Settings > Trigger Action Settings from the side navigation menu.

Note: You can't assign Triggered Actions to a Trigger Group from the Trigger Action Settings screen. Instead, the process of assigning a Triggered Action to a Trigger Group (or removing a Triggered Action from a Trigger Group) is managed from the Triggered Actions screen. See Edit Triggered Action Properties for details.

 Create a Trigger Group View or Edit a Trigger Group Rearrange Trigger Groups