Getting Started with Triggered Actions

Overview

Triggered Actions are a type of Rule within the Loyalty platform, used to monitor changes to a loyalty program member's Profile, and to execute a specific action if a specific condition is satisfied.

A Triggered Action comprises three components: the trigger definition, the condition, and the action.

The trigger definition indicates what the platform should monitor. The possible trigger definitions are:

  • Member performs an Activity

  • Change in a Member's Metrics

  • Change in the Member's Tier

When the trigger definition occurs, the platform checks the condition, which is represented as a logical expression. The use of a condition in a Triggered Action is optional.

The resulting action is invoked only if the above condition is satisfied. The action specifies what the platform should do, such as triggering the deployment of an email message, changing the value of a Member Attribute, or adding a punch to a Punch Card.

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.

For more information on creating Trigger Groups, see Getting Started with Trigger Groups.

On the Triggered Actions screen, each Trigger Group is displayed as an expandable / collapsible panel. By default, all Trigger Groups are collapsed except for the default “All” Trigger Group. To expand a Trigger Group and see the Triggered Actions within it, click the Expand icon next to its name.

Integrations with Other Zeta Global Products

You can use Triggered Actions in Loyalty to execute message deployments in other Zeta Global products.

Selligent

By using the Action Type of Send Message Via Selligent, you can configure a Triggered Action to send messages via Selligent when the Loyalty platform processes activities, Metric changes, or Tier changes. The Triggered Action will send any configured personalization details in a request to Selligent to create or update the Selligent profile associated with the Loyalty Member email address, and leverage the data configured in the Triggered Action to personalize the message.

Cheetah Digital

By using any of the following Action Types, you can configure a Triggered Action to send messages via Cheetah Digital when the Loyalty platform processes activities, Metric changes, or Tier changes.

  • Invoke Cheetah Digital Connector

  • Send Cheetah Digital Email

  • Send Cheetah Digital Email - Member Auth Notification

You can configure personalization details to send to Cheetah Digital without the need for scripting by entering Attributes, Metrics, and Content Tokens. You can also use the Advanced option to enter custom scripts.

Access

The Triggered Actions screen is used to view, create, and manage the Triggered Actions in your loyalty program. To access the Triggered Actions screen, select Rules from the top navigation bar, then select Triggered Actions from the side navigation menu.

For more information on the search options available on the Triggered Actions screen, see Search for a Triggered Action.

 Create a Triggered Action Edit Trigger Action Properties Deploy Triggered Action Metadata