57. Triggery w Workflows - jak uruchamiać automatyzacje

Poziom: Średni | Czas: 12 min

Trigger to punkt startowy każdego workflow. To zdarzenie, które uruchamia całą sekwencję automatyzacji. Bez triggera workflow nie działa.

Czym jest Trigger?

Trigger = "Kiedy X się stanie..."
    ↓
"...wykonaj Y"

Example:
TRIGGER: Nowy kontakt dodany
    ↓
ACTION: Wyślij email powitalny

Typy Triggerów w GHL

1. Contact-Based Triggers

Contact Created (Nowy kontakt):

USE CASE: Welcome sequence

When: Contact added to CRM
Then: 
- Send welcome email
- Add tag "new-lead"
- Assign to sales rep

Tag Added/Removed:

USE CASE: Segment automation

When: Tag "vip-customer" added
Then:
- Move to VIP pipeline stage
- Notify account manager
- Send VIP welcome package

When: Tag "interested" removed
Then:
- Stop nurture sequence
- Add to "not-interested" list

Custom Field Updated:

USE CASE: Data-driven automation

When: "Budget" field > $5,000
Then:
- Assign to senior sales rep
- Add tag "high-value"
- Start premium offer sequence

When: "Phone" field updated
Then:
- Send SMS verification
- Update preferred contact method

Pipeline Stage Changed:

USE CASE: Stage-specific actions

When: Moved to "Qualified Lead"
Then:
- Schedule discovery call
- Send pre-call questionnaire
- Notify sales team

When: Moved to "Closed Won"
Then:
- Send thank you + onboarding
- Create Slack notification
- Start customer success workflow

2. Form-Based Triggers

Form Submitted:

USE CASE: Lead capture automation

When: "Free Consultation" form submitted
Then:
- Add to CRM
- Send calendar link
- Tag "consultation-requested"
- Notify team on Slack

Survey Completed:

USE CASE: Feedback workflow

When: NPS survey completed
Then:
IF Score 9-10 (Promoter):
  - Request review
  - Ask for referral
IF Score 0-6 (Detractor):
  - Alert customer service  
  - Schedule recovery call

3. Appointment-Based Triggers

Appointment Booked:

USE CASE: Confirmation + reminders

When: Appointment scheduled
Then:
- Send confirmation email immediately
- Wait 24h → send reminder SMS
- Wait until 1h before → send final reminder

Appointment Completed:

USE CASE: Follow-up automation

When: Appointment marked completed
Then:
- Wait 2h → send thank you email
- Wait 24h → send survey
- Wait 3 days → send case study/offer

Appointment No-Show:

USE CASE: Re-engagement

When: Appointment marked no-show
Then:
- Send "We missed you" SMS
- Offer easy reschedule link
- Tag "no-show" (track pattern)

4. Time-Based Triggers

Date Field Reached:

USE CASE: Birthday/anniversary automation

When: "Birthday" field = today
Then:
- Send birthday SMS with 20% OFF code
- Add tag "birthday-sent-2026"

When: "Contract end date" = 30 days from now
Then:
- Start renewal sequence
- Notify account manager

Specific Date/Time:

USE CASE: Campaign launch

When: Feb 14, 2026 at 9:00 AM
Then:
- Send Valentine's Day offer to all contacts with tag "active"

Recurring Schedule:

USE CASE: Regular check-ins

When: Every Monday at 9 AM
Then:
IF Contact has tag "active-customer" AND last contact > 14 days:
  - Send check-in email
  - Add task for account manager

5. Communication-Based Triggers

Email Opened:

USE CASE: Engagement-based follow-up

When: "Coaching Offer" email opened
Then:
- Wait 2 hours
- Send follow-up: "Questions? Book call: {{calendar}}"

Email Link Clicked:

USE CASE: Interest-based segmentation

When: Link "pricing-page" clicked in email
Then:
- Tag "high-intent"
- Notify sales immediately
- Send pricing comparison email

SMS Reply Received:

USE CASE: Conversation automation

When: SMS reply contains "book" OR "appointment"
Then:
- Auto-reply with calendar link
- Notify team
- Tag "wants-to-book"

Email Bounced:

USE CASE: Data hygiene

When: Email hard bounces
Then:
- Tag "invalid-email"
- Remove from email lists
- Try SMS if phone exists

6. Ecommerce Triggers (if using GHL payments)

Order Placed:

When: Payment successful
Then:
- Send order confirmation
- Add to "customers" list
- Start onboarding sequence

Cart Abandoned:

When: Item added to cart but not purchased (30 min)
Then:
- Wait 1 hour → email "Complete your order?"
- Wait 24 hours → email with 10% OFF code
- Wait 3 days → final email "Offer expires tonight"

7. Website Activity Triggers

Page Visited:

When: Visit "pricing" page AND NOT customer
Then:
- Show exit popup with offer
- Add to retargeting list
- Send pricing email next day

Chat started:

When: Live chat conversation initiated
Then:
- Notify available agent
- Create contact in CRM if new
- Tag "chat-engaged"

Trigger Configuration

Example Setup:

Workflow: "New Lead Welcome Sequence"

TRIGGER: Form Submission
  - Form: "Free Guide Download"
  - Location: Main website

CONDITIONS (optional):
  - Contact email is valid
  - Contact NOT already in workflow
  - Contact does NOT have tag "customer"

ACTIONS (when triggered):
  1. Wait 0 min → Send Email "Guide + Welcome"
  2. Wait 2 days → Send Email "3 Quick Wins"
  3. Wait 4 days → Send Email "Case Study"
  4. Wait 7 days → Send Email "Book Call?"

Multiple Triggers (OR logic)

Workflow can start from ANY of these:

TRIGGER A: Form "Contact Us" submitted
    OR
TRIGGER B: SMS reply contains "interested"
    OR
TRIGGER C: Tag "hot-lead" added

→ All lead to same nurture sequence

Preventing Re-Triggers

Settings → Workflow:

☑ Contact can only enter once
○ Contact can enter multiple times
○ Contact can enter once per day

Prevents:
- Duplicate emails
- Workflow spam
- Confusion

When to allow multiple entries:

✅ Transactional (appointment reminders)
✅ Abandoned cart (each cart = new trigger OK)
✅ Time-based alerts (weekly check-ins)

❌ Welcome sequence (once only!)
❌ Trial nurture (once per contact)

Testing Triggers

Test Mode:

Workflow → Settings → Test Mode: ON

Try trigger action (e.g., submit form with test email)
→ Workflow runs instantly
→ Check if actions fire correctly
→ No waiting periods (all "wait" steps skipped)

When ready:
Test Mode: OFF → Production

Manual Trigger:

Workflow → Contacts tab → "Add Contact to Workflow"

Use for:
- Re-running for someone who exited
- Manually enrolling VIP customer
- Testing specific scenario

Common Trigger Mistakes

❌ Too broad:
TRIGGER: Any contact update
→ Fires constantly, spam

✅ Specific:
TRIGGER: "Status" field changed to "Qualified"

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❌ No conditions:
TRIGGER: Form submitted
→ Even if already customer

✅ With conditions:
TRIGGER: Form submitted
IF: NOT tagged "customer"

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❌ Conflicting workflows:
Workflow A: Tag added → send email A
Workflow B: Tag added → send email B
→ Contact gets both!

✅ Exclusive logic or single workflow

Trigger Strategy

Map your customer journey:

STAGE 1: Awareness
- Trigger: Form submit (guide download)
- Workflow: Educational nurture

STAGE 2: Consideration
- Trigger: Pricing page visit OR email link click
- Workflow: Sales nurture + demo offer

STAGE 3: Decision
- Trigger: Demo booked
- Workflow: Appointment reminders + follow-up

STAGE 4: Customer
- Trigger: Payment received
- Workflow: Onboarding + success

STAGE 5: Retention
- Trigger: 30 days since last login
- Workflow: Re-engagement

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Następny krok: 58. Actions - akcje w workflows