How to Set Up Sales Triggers

What are Sales Triggers?

Sales Triggers are a tool that allows you to automate events after a sale, making it easier for you to follow up with your clients and build relationships post-sale.

Here's how it works: When a client buys a product from a category of your choosing, our system will automatically send an auto reminder or auto message to that client. This makes it easier for you to stay on top of your sales process and keep your clients engaged with your products.

So if you're looking for a more efficient way to follow up with your clients and increase your sales, give our Sales Triggers feature a try.  It's the perfect tool to help you streamline your sales process and take your business to the next level.

How to Set Up Sales Triggers

1. Click on the Setup tab located at the top of your Dashboard. Then, click on Sales, then Sales Triggers.

2. Located on the right side of the screen, click on the button labeled Add Trigger.

     3.  Create a name for your Trigger (ex: Bridal purchase, Timepiece purchase, etc.)

4.  Click "any category" to select product categories that you would like to have included in this trigger. Categories are pulled from your point of sale through your integration. 

5.  Click "any price" and select a minimum or maximum price for sales included in this trigger. Now you are saying when a sale occurs in (x,y,z) categories between $minimum and $maximum price, trigger the following automation. 

6.  Then, create the actions that you want to trigger when a sale matches the specified criteria. You can add automated reminders or messages. 

Select the action(s) you'd like to trigger after the sale occurs, when you'd like it to trigger, and select save.

And you're done! If you have any questions regarding Sales Triggers, contact our Customer Success Team at [e-mail] or [phone].