How to edit a trigger on Outplay

Modify the triggers for more accurate automation

Triggers are powerful automation tools that help you automate your sales process by updating your accounts and prospects. They can be fine-tuned with criteria and specific actions, but sometimes you may need to edit them to make them more accurate. In this article, we'll show you how to edit a trigger in Outplay.

Edit a trigger

  • Login to Outplay. In the Engagement section, navigate to ProfileSettings.

Outplay SEP Profile Settings

  • Click Triggers from the sidebar menu.

Triggers Option

  • Select the trigger you want to edit by clicking on it, or use the More Options button and select Edit.

Editing Triggers

  • Make the necessary changes to the trigger. Scroll down to the bottom of the page and click Save to save your changes.

Save Your Changes

You have edited the trigger successfully. 

By following these steps, you can easily modify your triggers and add more specific criteria or actions to make them more effective. Remember to save your changes before leaving the page.