Use criteria groups to customize your triggers and automate smarter
Triggers are a powerful way to automate your sales process, but to make them truly effective, you need to get specific with your criteria. By adding criteria, you can add multiple conditions to your triggers and get even more specific about when they should fire. In this article, we'll show you how to use criteria groups to create smarter, more effective triggers.
NOTE: Click here to learn more about creating triggers on Outplay.
Add criteria to your triggers
To get started with criteria groups, first, you'll need to add some criteria to your trigger:
- Click the Plus button
- Choose either AND or OR to create your first condition.
- Specify any additional conditions that must be met for the trigger to activate. For example, you can set criteria like "Prospect Firstname equals John" to trigger the rule only for prospects with the first name "John."
You have created criteria for the trigger successfully.
Use criteria groups
Sometimes you'll need to create more complex criteria, such as "prospect replied to an email and belongs to a specific sequence." To do this, you can create a criteria group. Click the More Options button next to the Plus button to add a new group.
Within each group, you can add more criteria or create sub-groups for even more specificity.
For example, you could create a group for prospects who replied to an email and belong to a specific sequence, and then add a sub-group for prospects who belong to a specific company size range.
Here are some examples of criteria groups you could create:
- The prospect is in Sequence A and is located in any of the specified cities.
- The prospect's account is in any of the specified cities and has between 100 and 500 employees.
- The prospect's account is in any of the specified cities and has between 100 and 500 employees, or has a high account value.
Using criteria groups in your triggers can help you automate your sales process even more effectively. By getting specific about the conditions under which your triggers fire, you can create more personalized, effective outreach and focus on the prospects who are most likely to convert. Automate smarter and achieve even better results.