Trigger

If you've ever done email marketing, you're probably familiar with the concept of a Trigger. In AhaChat, a Trigger works similarly: the system will automatically perform an action (like sending a message) when a customer meets certain conditions. This helps you automate nurturing, upselling, or syncing data quickly and effectively.

Here are some real-life examples to help you better understand and apply this feature:

Example 1: Upsell women’s watches to users who joined the lucky spin campaign

Scenario: You have a group of users who joined the “lucky spin” campaign (viral1), and now you'd like to re-engage them to promote women’s watches.

Steps:

1. Create a new Trigger

2. Set the conditions:

  • Gender is Female

  • Tagged with Joined viral1

3. Select a Sequence:

  • Sequence name: Post-viral1 gift – upsell women’s watches

4. Save the Trigger

5. Result: The system will automatically send the upsell message to the right target group.

Example 2: Automatically segment based on whether the user left a phone number

Goal: Nurture two separate groups:

  • Users who have not provided a phone number

  • Users who have provided a phone number (upsale)

How to do it:

1. Create two Sequences:

  • One for users without a phone number

  • One for users with a phone number

2. Create two corresponding Triggers:

  • Trigger 1: Condition = Phone or Email does not have a Phone number → Assign Phone Number Not Provided Sequence

  • Trigger 2: Condition = Phone or Email has a Phone number → Remove Phone Number Not Provided Sequence and assign Phone Number Provided (Upsell) Sequence

Result: Each group will receive a tailored message flow.

Example 3: Auto-sync new users to your CRM via API

Goal: Whenever a new user registers with your chatbot, you want to send that info to your CRM via AhaMake.

Steps:

  1. Create a Flow with an API block:
  • Create a new Flow

  • Add a JSON API block

  • Enter your AhaMake webhook URL to push data from the chatbot to your CRM

  1. Create a Trigger:
  • Activated when: New Subscriber

  • Action: Start another Flow to run the API Flow created above

  • Click Save and Yes to activate

Result: New user info will automatically be sent to your CRM.

Example 4: Automatically send birthday wishes

Goal: Automatically send birthday wishes to users who subscribed to Marketing Messages.

Steps:

1. Create a Sequence:

  • Write a happy birthday message

2. Create a Trigger:

Go to Trigger Menu → Create New Trigger

  • Triggered when:
  • Tag = Potential Lead
  • Conditions: Match all conditions

  • birth_day = {{DAY()}}

  • birth_month = {{MONTH()}}

  • Action: Assign the Birthday Greeting Sequence Sequence

Note: You must collect the birth_day and birth_month attributes beforehand via your data collection campaigns.

Example 5: Trigger by source (Ref URL, QR Code, Web Form, Button, Popup)

Goal: Automatically trigger the right Sequence depending on where the customer came from (Messenger Ref URL, QR Code, Web Form, etc.)

Trigger setup:

  • Triggered when: Tag is Potential Lead

  • Filter condition:

  • Source from is: Messenger Ref URL (or other sources such as QR Code, Web Form, Button, Popup depending on the use case)

Real-world applications:

  • If the user comes from a Popup → send an exclusive "website-only" offer

  • If from a QR Code in-store → send a welcome + product usage guide

  • If from a Web Form → continue with a follow-up sales Sequence

Example 6: Trigger “Customer has not replied after X messages”

Goal: Automatically remind or re-engage customers who haven’t replied after a few messages.

Trigger setup:

  • Triggered when: Customer hasn’t replied after 3 messages

  • Optional filter conditions, for example:
  • Last Interaction after 20-06-2025

Real-world usage:

  • If there’s no reply after 3 messages, automatically send:

"Hi! I noticed you haven’t had a chance to respond yet. I’m here if you need any help 😊"

Example 7: Date/Time Based Trigger

Objective:

Automatically send messages at a specific point before, after, or on the exact date stored in the booking_date attribute (e.g., the customer’s scheduled appointment or consultation).

How it works:

The system compares the current time with the booking_date and triggers an + Actions when the time condition is met.

Detailed Setup:

  • Select Filter: Date/Time Based Trigger

  • Reference Date: booking_date

  • Choose Timing:

  • Before x days/hours/minutes

  • After x days/hours/minutes

  • On the day of booking_date at time

  • Example Setup:

Send a message at 08:00, before 1 day of the booking_date

Use Cases:

  • Remind customers of their appointment 1 day in advance

  • Send a survey 3 days after the appointment

  • Send a special offer on the exact appointment date (e.g., “Today is your consultation day, wishing you a great day…”)

Notes:

  • booking_date must be a date or datetime format

  • The system checks hourly to determine if the condition is met and the flow should be triggered

Summary

Triggers in AhaChat are a powerful way to automate customer nurturing and timely engagement. Whether you're upselling, sending reminders, or syncing with a CRM system—it's all possible with just a few steps.

Need more help?

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