Set Auto Plan Triggers

Once you have an Auto Plan, you can set a Trigger to make it automatically start with a Trigger!

Follow these steps in the Settings section of your account or click here for quick access

 

Step 1: Click Add Trigger.

 

Trigger

 

Step 2: Choose the plan to trigger, then set the triggers that will start it. 

 

Fields that will trigger an Auto Plan are Intent, Source, Status, and Tags. 

Tags