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Trigger events: signup

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There are five available trigger types when using automation: date-based, field change, custom API eventlink click, and signup. A signup event triggers a workflow when someone signs up to receive your emails from a form or integration or is manually added to the audience (but not imported).

  • Filter by form to limit your workflow only to signups from a specific form or set of forms.
  • Filter by integration to limit the integrations that will trigger this workflow when new contacts subscribe
  • Select "All" to send this email to anyone who is added to your audience through all current and future signup forms, contacts added via the "Add" button on the Audience page and contacts added using the API's add and signup calls.

  • The "All" source will only trigger your workflow once per contact, while a specific signup source will trigger every time any contact uses that form. Automation is designed so that there are two API calls that can trigger signup automation, and there are a few differences between the two:

API call

/members/add

/members/signup

Trigger type

Email signup

Email signup

Signup sources

All

All or specific signup forms

Triggers...

...only the first time entering the workflow.

...anytime someone signs up and meets the workflow criteria.

Notes

 

Specific signup forms can be used as a source if the optional signup_form_id parameter is included in the call.
Additionally, contacts can re-enter the workflow, but they must be added through a specific signup form as a source, not the All source.

Send default plaintext confirmation email?

No

Sends by default. Suppress using the optional opt_in_confirmation parameter

 

Learn more:

How to use the automation workflow builder

 

 

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Last modified
09:31, 25 Apr 2017

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