Live Training & Videos
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.
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.