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Overview
Triggered Actions are a type of Rule within the Loyalty platform. Triggered Actions are used to monitor changes to a loyalty program member's Profile, and to execute a specific action in the platform if a specific condition is satisfied.
To access the Triggered Actions screen, select Rules from the top navigation bar, then select Triggered Actions from the side navigation menu.
Triggered Actions comprise three components: the trigger definition, the condition, and the action.
The trigger definition indicates what the platform should monitor. The possible trigger definitions are:
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Member performs an Activity
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Change in a Member's Metrics
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Change in the Member's Tier
When the trigger definition occurs, the platform checks the condition, which is represented as a logical expression.
The resulting action is invoked only if the above condition is satisfied. The action specifies what the platform should do, such as deploy an email message.
Triggers 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:
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Execute only first application 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.
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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.
