[Trigger Guide] Quick introduction into available triggers.

 

What is an Automation Trigger?

Automation triggers listen for WordPress hooks or filters and executes a rule when these events are fired.

When a trigger/hook fires we intercept the data that passes through it and we make it available to our Automation component.

In this article we will briefly define each available trigger and list which action hook/filter it is associated with. If we’ve additional documentation or tutorials built to explain this trigger filter, we’ll link to those as well.

This document is a work in progress. Please see support to help improve this document.

 

Available Triggers

On Lead Create or Update

Relevant Action Hook

inbound_store_lead_post

Action Hook Source

Inbound PRO Plugin

inbound-pro/core/shared/classes/class.lead-storage.php

Hook Description

This action hook fires after ever successful lead creation or update event. It will run everytime a lead passes through a connected frontend form, or everytime a lead is manually updated.

Automation Use Cases

It’s rare that this trigger will be chosen over the trigger ‘On Lead Creation’ event. One reason to use this would be to check a lead if a lead has viewed a certain page at a later date when it’s profile is updated, or it has submitted a new form. But even then, it may be better to use the trigger ‘On Tracked Page View Event’.

Available Documentation

Documentation that used to be based on this event has now been updated to use the ‘On Lead Creation’ trigger.

On Lead Creation

Relevant Action Hook

wpleads_new_lead_insert

Action Hook Source

Inbound PRO Plugin

inbound-pro/core/shared/classes/class.lead-storage.php

Hook Description

This hook fires only when a lead is created for the first time.

Automation Use Cases

This hook/trigger provides a great opportunity to initiate an email series, or add a lead to a list, or export data to a 3rd party location.

Available Documentation

On Lead Update

Relevant Action Hook

wpleads_existing_lead_update

Action Hook Source

Inbound PRO Plugin

inbound-pro/core/shared/classes/class.lead-storage.php

Hook Description

This hook fires when a lead is updated, but never during creation. If a lead submits a connected form for a second time, this hook will not fire.

Automation Use Cases

You can still use this hook to run email followup series. You can also check to see if the lead has been added to new lead lists, or contains new lead tags. You may never need to use this trigger.

Available Documentation

On Double Optin Confirmation

Relevant Action Hook

inbound_double_optin_confirm

Action Hook Source

Inbound PRO Plugin

inbound-pro/core/shared/classes/class.confirm-double-optin.php

Hook Description

This hook fires when a list subscriber confirms their double optin confirmation request.

Automation Use Cases

In the circumstance that you’ve double-optin enabled for your lead list, you will not want to start your automation email series on the lead creation event. Just because we’ve created the lead profile, does not mean the lead has given us permission to begin emailing them. In this case you will want to build your email series on top of this trigger rather than ‘On Lead Creation Event’

Available Documentation

On Draft to Publish Event

Relevant Action Hook

draft_to_publish

Action Hook Source

WordPress Core

http://hookr.io/actions/draft_to_publish/

Hook Description

This hook fires when a post transitions from draft status to publish status.

Automation Use Cases

In the beginning this trigger was used to fire New Post notification emails to lead lists. But we’ve since developed a stronger way to perform new post notifications through the ‘On Email Trigger Event’ trigger. Still this trigger is available for your imaginative uses. Check the link in the ‘Available Documentation’ section to see how we can still use this trigger to execute automation emails.

Available Documentation

On WP New User Creation Event

Relevant Action Hook

user_register

Action Hook Source

WordPress Core

http://hookr.io/actions/user_register/

Hook Description

This hook fired during a user registration event.

Automation Use Cases

This trigger can be used in a handful of creative ways. We can use this trigger to create leads as new users are created. We can also use this trigger to start email series. We can even target email series to particular user roles. Say you manually add a new guest author, you then can start sending them your guest publishing program email series. We do this at Inbound Now.

Available Documentation

On Tracked Link Click

Relevant Action Hook

inbound_track_link

Action Hook Source

Inbound PRO Plugin

inbound-pro/core/shared/classes/class.inbound-api.php

Hook Description

This hook fires every time one of our tracked links are clicked.

Automation Use Cases

This trigger can be used to listen to tracked link clicks. Tracked links can be included in call to actions, emails

Available Documentation

Currently no automation tutorials available.

Other available documentation:

On Email Trigger Event

Relevant Action Hook

inbound_trigger_email

Action Hook Source

Inbound PRO plugin

/inbound-pro/core/mailer/classes/class.token-engine.php

Hook Description

This trigger fires when a user clicks a button available inside their posts/pages area. It’s used to manually invoke an automated email send meant for notifiying readers of a new blog post or new page.

Automation Use Cases

Let readers know when new content is available on your site.

Available Documentation

 

On Tracked Page View Event

Relevant Action Hook

inbound-pro/events/page_view

Action Hook Source

Inbound PRO plugin

/inbound-pro/core/shared/classes/class.events.php

Hook Description

This hook is fired during a front-end page view event.

Automation Use Cases

You can use this trigger to listen for leads to view a specific page before initiated an email sequence, or performing a certain action.

Available Documentation

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