Trigger Overview

Triggers are an extremely powerful feature that allows you to automate actions to occur when specific things happen in PartnerStack.

Parts of a Trigger

1. Trigger Event
   
   The trigger event determines when a trigger should take action. Trigger events include:
   
   
   • Link Click - A new link click has been created. Link clicks are created when someone clicks your partner's link.
     
     
   • Signup Created - A new signup has been created. Signups represent customers that have been referred by Partners through a shared link.
     
     
   • Transaction Created - A new transaction has been created. Transactions represent a purchase made by a Customer that has signed up through a partner.
     
     
   • Partner Joined - a partner has joined a new group in PartnerStack. This applies to partners group moves regardless if they are being moved to a new group, or are new to the program.
     
     
   • Others (*coming soon):
     *Deal Stage Change
     *Closed Won Lead
     *Qualified Lead
     
     
2. Trigger Rules
   Rules can be applied to Partnerships, Transactions, or Customers in PartnerStack. Rules outlined in the trigger must be met before the trigger fires. Partnership, Transaction, and Customer rules are built from fields that exist within their respective objects in PartnerStack. Example rules include  “Partnership Age older than 60 days" or "Transaction Amount greater than $50"
   
   
   
3. Trigger Action
   The trigger action is the specific action the trigger takes then the trigger event has happened and the trigger rules are met. Actions include:
   
   
   • Generate Reward - When the trigger rules are met, reward the partner a flat reward, or a percent of the transaction.

Note: Multiple rules can be added to the trigger settings. Rules can have "AND", "OR", and “Where” operators to customize logic.
 

Create a Trigger

1. On the left panel, select “Triggers”.
2. Click the “Create” button on the top right corner of the page. You will be brought to a new view to create the trigger
   
   

1. Name the trigger and add the trigger event, rule(s), and action. Select “Create Trigger” once complete.
   
   
   
2. Return to the trigger overview page to view.

Notes:
*As multiple triggers are created, PartnerStack will not fire triggers based on the order they are listed on the overview page.
*With additional actions coming soon, we will also be releasing the ability to add multiple actions to a single trigger.