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Wait for Trigger Stage

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What is the Wait for Trigger Stage?

The Wait for Trigger stage let's you pause the workflow until something specific happens to the Contact (a trigger). Triggers can include things like if a Tag is added to this Contact's profile, if they open an email or if they make a payment to your organization.

 

You're letting the Keela system know that this Contact shouldn't progress through the rest of the workflow stages until this thing happens.

 

And there's a bunch of triggers that you can choose from!

 

Similar to the If/Else Stage, you'll be able to specify what should happen if this trigger happens and what the system should do if the trigger doesn't happen after a specific time period.

 

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How to Add a Wait for Trigger Stage

Click on the Add a Stage button

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Ensure that the Wait for Trigger section in the sidebar is selected > Click Add

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How to Choose Your Trigger

Once you click Add, you'll be taken to a Trigger screen that let's you customize whatever trigger you chose. This screen will be different depending on the Triggers that you selected - we've included an explanation of each below.

 

Contact Joins Segment

Similar to the If/Else Stage, this option lets you choose from a bunch of Filters. If the Contact matches some or all of those filters, they'll be moved to the next stage along the "Yes" path. If they don't meet the filter criteria within the time period you specify, they'll be moved along the "No" path.

 

1. Filter Condition - Let Keela know if the Contact needs to match ALL of the filters that you select here or ANY of them (ie. at least one). 

2. Filters - We've organized our Filters into 9 different categories - clicking on the dropdown category titles will expand them so that you can see all of the filters that are available. Alternatively, type your Filter straight into the box if you know what you're looking for!

  • Contacts - These filters look at personal information on a Contacts profile (ie. Custom Fields, Subscription Status, Birthday, Tag)
  • Fundraising Transactions - This looks at transaction information for both Donation and Revenue payments (ie. Amount, Date, Payment Method)
  • Donation Transactions - This looks at transaction information for only Donation payments (ie. Amount, Gift Type, Has a receipt issued)
  • Revenue Transactions - This looks at transaction information for only Revenue payments (ie. Amount, Category, Has a receipt issued)
  • Donation Subscriptions - This looks at the transaction information for Recurring Donation payments (ie. Amount, Frequency, Status)
  • Membership Subscriptions - This looks at the membership and transaction information for Memberships (ie. Plan Name, Auto-Renew, Expiration Date)
  • Volunteer Records - This looks at the volunteer activity records of your contacts (ie. Start Date, Hours, Impact Area)
  • Pledges - This looks at the information related to any Pledges in your account (ie. Campaign, Deadline, Status)
  • All Interactions - This looks at the information related to any Interactions on your Contacts' profiles (ie. Subject, Type, Date)

3. Wait Period - This is the main difference between this Stage and the If/Else Stage. Here, you can specify an amount of time that Keela should wait to see if the Contact is going to match these filters. If they don't after this specific period of time, the Contact will be moved along the "No" path.

 

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Tag is Added to Contact

This option lets you choose the trigger from your Tags. If the Tag/s is added to your Contact's profile (whether it's automatically from a Form, through an import or manually by you or your team) the Contact will progress through to the next stage along the "Yes" path. If their profile does not have this Tag within the time period you specify, they'll be moved along the "No" path. 

 

1. Tags- Choose one or more Tags from your existing list in Keela. Remember, if you don't see the Tag you're looking for you can search for it!

2. Wait Period- Here, you can specify an amount of time that Keela should wait to see if the Tag is going to be added to the Contacts profile. If it's not added after this specific period of time, the Contact will be moved along the "No" path.

 

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Contact Completes a Form

This option lets you choose a trigger from your Keela Forms. If the Contact completes at least one of the Forms that you specify here, they'll be moved to the next stage along the "Yes" path. If they do not complete any of the Forms within the time period you specify, they'll be moved along the "No" path. 

 

Important Note: Don't forget to Publish your Forms before you add them to your workflow!

 

1. Form - If you tick the "Any" boxes, Keela will move the Contact forward down the "Yes" path if they fill ANY of these Forms in - regardless of which form it is. (ie. ANY Donation Form, instead of a specific Donation Form)

2. Specific Forms - If you tick this box, Keela will present you with a dropdown list that lets you choose a specific form as a trigger. Remember, if you don't see your Form in the list you can always search for it by typing into the box.

3. Wait Period- Here, you can specify an amount of time that Keela should wait to see if the Contact submits a response through the ticked Form/s. If a response isn't submitted after this specific period of time, the Contact will be moved along the "No" path.

 

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Contact Makes a Transaction

This option relies on some type of transaction being logged on a Contact's profile for them to move forward. If a transaction is logged (whether it's automatically through a form, or manually on their profile) they'll be moved to the next stage along the "Yes" path. If no transaction is logged on their profile within the time period you specify, they'll be moved along the "No" path. 

 

1. Transaction - Choose if the transaction should be a Donation or a Revenue payment.

2. Transaction Associations tick box - Here, you can specify if the transaction should have at least one of the below associations:

  • Forms - The transaction was submitted through a specific Donation or Revenue Form
  • Campaigns - The transaction has a specific Campaign label attached to it
  • Impact Area - The transaction has a specific Impact Area label attached to it

3. Time Since Last Transaction - Oh, this one is really cool! Here, you can add an extra level of criteria for time since the Contact's last transaction.

  • Anytime - It doesn't matter when the Contact's last transaction was, they'll be moved through to the "Yes" path regardless.
  • First-time Donor - This must be the Contact's first donation in order for them to move through the "Yes" path. Otherwise, they'll be sent through to the "No" path.
  • Within - The Contact's last transaction must have been within the time you specify here (ie. Within the last 1 month)
  • Older Than - The Contact's last transaction must have been on a date older than this (ie. Older than 1 month ago)

4. Wait Period - Here, you can specify an amount of time that Keela should wait to see if the Contact makes a payment that meets the above criteria. If a payment isn't made that matches the above criteria after this specific period of time, the Contact will be moved along the "No" path.

 

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Contact Schedules Recurring Transaction

This option relies on some type of recurring or scheduled transaction being logged on a Contact's profile for them to move forward. If a scheduled transaction is logged (whether it's automatically through a form, or manually on their profile) they'll be moved to the next stage along the "Yes" path. If no scheduled transaction is logged on their profile within the time period you specify, they'll be moved along the "No" path. 

 

1. Transaction - Choose if the recurring transaction should be a Donation or a Revenue payment.

2. Transaction Associations tick box - Here, you can specify if the recurring transaction should have at least one of the below associations:

  • Forms - The recurring transaction was submitted through a specific Donation or Revenue Form
  • Campaigns - The recurring transaction has a specific Campaign label attached to it
  • Impact Area - The recurring transaction has a specific Impact Area label attached to it

4. Wait Period - Here, you can specify an amount of time that Keela should wait to see if the Contact makes a recurring payment that meets the above criteria. If a recurring payment isn't made that matches the above criteria after this specific period of time, the Contact will be moved along the "No" path.

 

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Contact Receives Email

This option relies on the Contact receiving some type of email in order to move forward. If the email specified is received, they'll be moved to the next stage along the "Yes" path. If no email is received within the time period you specify, they'll be moved along the "No" path. 

 

1. Email Type - Choose the type of email that you would like the Contact to receive for this trigger:

  • Any interaction email - The Contact receives a direct one-on-one email that was sent through the Interactions tab on their profile in Keela
  • Email sent in the previous stage - The previous stage in this workflow involved sending an email and this current stage depends on if that email was received or not.
  • Any Email Marketing email - The Contact receives any Email Marketing sent from Keela's Communications tool.
  • Any Email Marketing within specific categories - The Contact receives any Email Marketing from one or more specific Email Marketing categories (Newsletter, Fundraising, Occasion & Holidays, Events, Stewardship, Other)
  • A specific Email Marketing - The Contact receives a specific Email Marketing piece. 

2. Wait Period - Here, you can specify an amount of time that Keela should wait to see if the Contact receives an email that meets the above criteria. If an email that matches the above criteria is not received after this specific period of time, the Contact will be moved along the "No" path.

 

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Contact Opens Email

This option relies on the Contact receiving and opening some type of email in order to move forward. If the email specified is received and opened, they'll be moved to the next stage along the "Yes" path. If no email is received and opened within the time period you specify, they'll be moved along the "No" path. 

 

1. Email Type - Choose the type of email that you would like the Contact to receive:

  • Any interaction email - The Contact receives a direct one-on-one email that was sent through the Interactions tab on their profile in Keela
  • Email sent in the previous stage - The previous stage in this workflow involved sending an email and this current stage depends on if that email was received or not.
  • Any Email Marketing email - The Contact receives any Email Marketing sent from Keela's Communications tool.
  • Any Email Marketing within specific categories - The Contact receives any Email Marketing from one or more specific Email Marketing categories (Newsletter, Fundraising, Occasion & Holidays, Events, Stewardship, Other)
  • A specific Email Marketing - The Contact receives a specific Email Marketing piece. 

2. Wait Period - Here, you can specify an amount of time that Keela should wait to see if the Contact receives and opens an email that meets the above criteria. If an email that matches the above criteria is not received and opened after this specific period of time, the Contact will be moved along the "No" path.

 

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Contact Clicks a Link in Email

This option relies on the Contact receiving, opening and clicking a hyperlink/URL in some type of email in order to move forward. If a URL is clicked, they'll be moved to the next stage along the "Yes" path. If no URL is clicked within the time period you specify, they'll be moved along the "No" path. 

 

1. Email Type - Choose the type of email that you would like the Contact to receive:

  • Any interaction email - The Contact receives a direct one-on-one email that was sent through the Interactions tab on their profile in Keela
  • Email sent in the previous stage - The previous stage in this workflow involved sending an email and this current stage depends on if that email was received or not.
  • Any Email Marketing email - The Contact receives any Email Marketing sent from Keela's Communications tool.
  • Any Email Marketing within specific categories - The Contact receives any Email Marketing from one or more specific Email Marketing categories (Newsletter, Fundraising, Occasion & Holidays, Events, Stewardship, Other)
  • A specific Email Marketing - The Contact receives a specific Email Marketing piece. 

2. URL Filtering - Here, you can choose if you'd only like to count the URL click if it was made to a specific URL or URLs. Make sure that the URL entered in the boxes here matches the URL in your Email exactly! 

3. Wait Period - Here, you can specify an amount of time that Keela should wait to see if the Contact clicks the URL/s in an email that meets the above criteria. If a URL that matches the above criteria is not clicked after this specific period of time, the Contact will be moved along the "No" path.

 

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What's Next?

Well, it's up to you! If you like, you can learn about the next Stage Type at our Delay Next Stage article.

Alternatively, if you've already added your Stages or you'd just like to see what the next step is, check out our Making Changes on the Settings Tab article.