How to create alternative flows using triggers

After reading this article, you’ll learn how to create alternative flows using conditional triggers to better personalize your sequence.

Using triggers, you can move the most engaged recipients to a different flow with email content that is better personalized to their actions in the previous step of the sequence. These actions could be opening an email, clicking a link, accepting your LinkedIn connection request, or booking a meeting on Calendly.

Let’s dig deeper into how triggers work and how to add one to your sequence:

Step 1. Add a trigger to your sequence

Triggers are elements of the sequence in Campaigns –> On the sequence editor –> page, drag and drop or click a Trigger element on the right side to add it to the sequence.

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The trigger can be placed after the email or LinkedIn step. It cannot be added as the first step in the sequence.

Step 2. Set a trigger condition

Click the trigger element to open its settings.

Triggers are like checkpoints where recipients are checked (based on a condition you choose) before going to the next step in the sequence.

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A trigger can contain one condition: if it is true (the recipient did the selected action), they go to the “Yes” flow. If it is false (the recipient did not do the selected action), they go to the “No” flow.

Here’s a list of available trigger conditions:

 Condition  How it works  What is it for
 Connected on LinkedIn  Checks if a recipient is in your LinkedIn connections.  Use a LinkedIn message for follow-up if the recipient has accepted your connection request in the previous step.

You can create separate flows for prospects who are already in your connections and those who are not.

It will recognize connections made previously, outside of Snov.io campaigns.

 Opened email  Checks if a recipient viewed the previous email in the sequence at least once.  Segment recipients who showed interest by opening the email based on the subject line. You can send follow-up content assuming the prospect has read your email.
 Clicked on link  Checks if a recipient clicked any of the links from the previous email in the sequence (except for the links in the email signature).  Identify highly interested recipients who visited your website or other resources through a link you included in the email. Send them more specific follow-ups or offers.
 Booked meeting via Calendly  Checks if a recipient booked a meeting using a link in the previous email of the sequence.  You can use this condition after setting up a Calendly integration –>.

Follow up with recipients using custom content based on whether they have booked a meeting using a Calendly link. Your follow-ups will be more relevant.

Step 3. Set a trigger timer

Every trigger has a waiting time before moving the recipient further in the sequence. If the recipient completes the action within this time, the condition is true. The minimum waiting time is 1 minute, and the maximum is 30 days (720 hours).

The timer starts when the step before the trigger is done. For example, when the email is sent. Once the timer ends, the trigger checks if the condition is met, like if the recipient opened the email.

The next step in the sequence will be performed only after timer runs out. For example, if you set a waiting time of 7 days, the sequence will wait the full 7 days to continue, even if the recipient performs the action on the first day.

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To stop the sequence for a prospect after a response, we recommend setting the waiting time to 30 minutes (this gives Snov.io some time to track a response).

To summarize, here’s how a trigger will work in the example below:

A connection request is sent to the prospect → When the trigger timer runs out (after 1 hour), we check if the recipient has accepted it → If true, the recipient goes down the “Yes” option (LinkedIn Message). If not, they go down the “No” option (Email).

If you have a question that we haven’t covered, feel free to reach out to our Customer Care team. You can contact us at help@snov.io or through live chat. We’re here to assist you!

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