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Understanding Trigger Actions

Trigger Actions in Artificio are powerful automations that allow you to initiate specific actions (like sending messages or emails) when a predefined condition is met within your data series. Specifically, these actions are "triggered based on any changes within the row." This means that if a value in a particular row of your extracted data is modified, Artificio can automatically execute a pre-configured action.

Where to Find and Configure Trigger Actions:

1. Navigate to your Data Series: Begin by opening the specific "Data Series" within Artificio where you want to implement the trigger.
2. Locate Trigger Actions Functionality: Within the Data Series interface by clicking on SMS, WhatsApp and Email, you will find the an option named as " Trigger Actions."

Configuring Your Trigger Action:

Once you've accessed the Trigger Actions configuration area, you'll be able to set up the specifics of your automation:

1. Select the Trigger Condition:
   • The fundamental trigger condition is "any changes within the row." This means you don't need to specify which field changes, but rather that any modification to a row will activate the trigger.
   • Clicking on save will save the trigger action
2. Choose the Action Type:
   • Artificio currently supports the following action types:
     • SMS: Send a text message.
     • WhatsApp Message: Send a message via WhatsApp.
     • Email: Send an email.
3. Configure Action Details:
   • For SMS and WhatsApp Messages:
     • Recipient(s): You will need to specify the phone number(s) to which the message should be sent. Artificio may allow you to:
       • Manually enter static phone numbers.
       • Dynamically pull phone numbers from a specific column within your data series (e.g., if you have a "Contact Phone" column).
     • Message Content: Compose the message you want to send which will be done in the campaigns section, Artificio allows you to:
       • Use static text.
       • Include dynamic data from your extracted rows using placeholders (e.g., Hello {Customer Name}, your order {Order ID} has been updated.).

• For Email:
  • Recipient(s) (To, CC, BCC): Specify the email address(es). Similar to phone numbers, you should be able to use static addresses or dynamically pull them from your data series.
  • Sender Information: Artificio will likely use a pre-configured sender email address or allow you to specify one if you have connected an email service.
  • Subject Line: Create a subject for your email, potentially including dynamic data.
  • Email Body: Compose the content of your email. This will likely support both static text and dynamic data placeholders.

Save/Activate the Trigger:

• Once you have configured all the necessary details, save your trigger action. It will then become active and start monitoring your data series for changes.