Triggers & enrollment

A trigger decides how contacts get enrolled into a campaign — manually, by event, on a schedule, or when they join or leave a segment.

A trigger decides how contacts get enrolled into a campaign. Every campaign has exactly one, set when you build the flow, and it's the entry point every enrollment starts from.

Trigger types

Manual

You enroll a contact or a whole segment explicitly. You can do this from the UI, or programmatically with the API by calling POST /api/v1/public/enroll.

Event

An ingested behavioral event enrolls the contact instantly. For example, a checkout.started event drops the contact into cart recovery; a wait_until on order.placed then decides whether a reminder should send.

Segment

Contacts who currently match a segment are automatically enrolled, and new matches are picked up as they qualify — so membership in the segment drives who receives the campaign.

Segment join / leave

Enroll a contact the moment they join or leave a segment — you choose which direction when you set up the trigger. Enrolling on join is great for onboarding when someone enters a "new users" segment; enrolling on leave powers win-backs when someone drops out of an "active" segment. It works for both dynamic and static segments, and membership changes are detected within a few minutes. One exception: a contact removed because it was deleted is not enrolled.

Weather

Enroll the audience when the forecast for a saved area crosses a condition you set, such as a high chance of rain. The audience is all contacts or the contacts in a segment. EngageApp checks the forecast every few minutes and fires once each time the condition is crossed. You save areas under Settings → Weather.

Trigger card set to Event with the event name checkout.started
The Trigger card in campaign settings.

Event triggers depend on ingestion

Event triggers only fire for events you actually send to EngageApp. Make sure you're ingesting the relevant behavioral events through the API or an integration before relying on one — see the events guide for how to send them.

Next steps