How to configure an automation trigger

Last updated: February 28, 2025

Overview

Automation triggers require you to configure settings that determine how they function. Read on to learn how to add a trigger to your automation and configure its settings.

For information on individual triggers, see Automation triggers.

Want to add a filter to your trigger?

You can use trigger filters to target your automations even further. Read more about trigger filters in Understanding automation trigger filters.

Add a trigger to an automation

To set the trigger for an automation:

  1. Create or open an automation

  2. Click + Add trigger to access the automation triggers slideout menu

  3. Select the trigger 

  4. Configure the trigger's limit and additional settings, if applicable

  5. Click Done

Automation trigger limits

All automation triggers provide the following Limit Per Contact options to exclude contacts from being sent through the automation:

  • No Limit - Don't exclude anyone

  • Do not trigger when already in automation - Contacts will not be sent through the automation if they trigger the automation while already in the flow

  • Once Per Day - Contacts will not be sent through the automation again if they trigger the automation more than once on the same day

  • One Time Only - Contacts will not be sent through the automation again after triggering the automation one time

  • Not in the last - Contacts will not be sent through the automation again if they've triggered it in the last period of time you specify