With the help of Triggers, you can stay on top of any changes (these leads we often call Events) related to any group of companies. Once you have created a list of prospects, current customers, competitors or through any other logic, you can then stay up-to-date on their developments and proactively reach out to them when the Trigger notifies you about an Event that could result in a deal, an upsell opportunity, or you losing a customer. In short, Triggers let you know when the time is right to reach out to your target accounts.

You can find Triggers either through this link or by clicking on the little lightning icon on the left-hand menu. Once there, you can click on the + Create a trigger button to get started.

Start by click on the Select list button to access a list of all applicable lists. Then scroll to locate your intended source list or use the search to find your list.

Here you determine the categories of Events that you want to keep track of and receive notifications from. Note that aside from selecting the "Any event" option you can also add multiple Event categories in one Trigger to stay on track of a selection of several interesting topics. A + button will appear once you start adding Event categories on your Trigger.

Here is a full list of available Event categories in Triggers:

After selecting an Event category, you are then offered the possibility to add keywords to further limit your results. For example, you might only be interested in Internationalization Events related to a specific country. In that case, you can add relevant keywords either focusing on the full content of the Event, or only its headline.

Next, you can click on Add destination to select how you would like the Trigger to notify you of interesting Events. The available options might depend on your contract and user permissions, but Email is always available, and users who have a CRM integration running through Vainu Connector will also see their CRM as an option. You can on any options you like.

When selecting email you only need to define the email addresses you want to send the notifications to and the subject line of these notification emails. By default, the Trigger would send emails to your own email using a subject line "We have new leads for you!" but feel free to remove and add recipients and fine-tune the subject line to be as useful and descriptive as possible!

When selecting the CRM option you are shown the default settings, but you can click on Change settings to:

And very importantly...

We don't want to overwhelm you by sending too many tasks at once. Select the exact times and weekdays when you want the Trigger to send you notifications. Or, if you want to manage sending entirely by yourself, just select "Don't send automatically" and just export Events directly from the Trigger page.

Finally, you can set a maximum limit to how many Events you can receive per delivery. Not a fan of limits? Just select "Type amount" and throw in a generous 200 there and you should be good to go!

After all settings are defined you can click on the Activate button in the top-right corner to launch your new Trigger. All active Triggers should appear on the left-hand menu under "Active", whereas "Paused" is for storing Triggers that you aren't receiving updates from, but might revisit them in the future.

If you opted to not receive automated notifications or just want to test what the delivery looks like, you can try exporting one or multiple Events directly from the Trigger page by following these steps: