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What Are Triggers in Salesmsg?

Triggers in Salesmsg are powerful automation tools that allow users to send SMS messages or ringless voicemails based on specific events or actions. By using triggers, you can streamline communication with your contacts without needing to manually send messages, making your outreach timely and efficient.

How Triggers Work

A trigger is essentially a set of predefined conditions that, when met, prompt Salesmsg to send a message or perform an action. Triggers can be used in various scenarios, such as:

Sending appointment reminders.
Notifying customers about updates or offers.
Following up after specific actions, like form submissions or purchases.

Triggers allow you to send a multitude of messages to all of you users across Salesmsg, and across all our integrations as well such as in HubSpot, ActiveCampaign, SalesForce, Keap, and custom integrations as well.

As well triggers allow you to send a message to particular users or to groups in a SMS message or in a ringless voicemail.

Action Page

Inside of the action page you can go through all of your previously used triggers whether they are active or disabled and quickly sort through All triggers, SMS, and Ringless.

In the Action page you can make quick decisions about your Triggers such as seeing who they were delivered to, replies, revenue and so much more.

As well you can disable the trigger, make updates, and check how your trigger is performing with users.

Types of Triggers

Custom Triggers: These allow users to connect Salesmsg to any system that can send webhooks. They’re ideal for CRMs or tools that don't natively integrate with Salesmsg, like Ontraport.
Integration-Based Triggers: These triggers are tied to native integrations with platforms like HubSpot, ActiveCampaign, or Salesforce, enabling seamless automation across systems.
Action-Specific Triggers: Triggers can be designed to respond to specific actions, such as clicks, replies, or conversion tracking.

Custom Triggers

You'll only use Custom Triggers when you have your own application and want to fire texts from a WebHook or integrate Salesmsg into your CRM that doesn't natively integrate with Salesmsg, like Ontraport.

How to Create Your Custom SMS Trigger

Step 1: Navigate to Triggers Page

When you access the Triggers Page, you will see a full list of all active and inactive triggers.

Triggers are ordered by creation date.
The All Triggers tab is preselected.
You can preview key details for each trigger:
- Trigger Icon (Integration) + Trigger Title: Hover over the integration icon to view its name in a tooltip.
- Trigger Type: SMS or Ringless Voicemail.
- Trigger Status: Active or Disabled.
- Metrics: Total, Success, Replies, Clicks, Conversions, Revenue, Delivered/Undelivered.
  - For Ringless Triggers, Clicks, Conversions, and Revenue columns are omitted.
  - The Revenue column includes a tooltip:
If the integration is disconnected, a warning icon appears with a tooltip to reconnect. Clicking the tooltip redirects to the Integration Page.
Mass Delete
- When on the Triggers Page, users can select triggers by clicking on the checkbox opposite each row. making Bulk actions far easier and now you can manage triggers in Bulk actions such as deleting, adding tags, and ordering.
- Now you can bulk delete triggers as well, making keeping your interface clean with only relevant projects.

Step 2: Create a Trigger

From the Triggers Page, click Create Trigger, and the setup modal will appear.

Setup Modal Fields

Name
This is the internal name for your Trigger.

Track Conversion

Alows you yo specify which conversion to track with your trigger.

Integration
This is the list of integrated platforms with Salesmsg. For this example, you can select Custom.

Send As

This is the phone number that the text message will be sent as.

Tags

Add an existing tag in this field. When the contact is sent the Trigger message the tag will automatically be applied to the contact.

Text Message

The body of your message. This can include merge fields.

Ringless voicemail

Audio file to be sent to contact's voicemail inbox.

Step 3: Create Your SMS

With Salesmsg, you can insert custom merge fields by wrapping them in a bracket, like {date}. Merge fields dynamically pull data and can also include fallback options if data isn’t available.

For example:

plaintextCopy codeHi {first_name}, your appointment is on {date} at {time}.

If a fallback is needed: {data | 'replace'}.

Example:

plaintextCopy codeHi {first_name | 'there'}, how are you?

Step 4: Copy Your Trigger URL

Once you’ve created your Custom Trigger, copy the Trigger URL, which will look like this:

plaintextCopy codehttps://qa.salesmessage.com/webhook/salesmessage/9d1d7b928c189ce5fa98950644ea3462?phone=&first=&last=&email=&from_id=&message=&media_url[]=&tag_ids[]=

You can populate this URL with relevant merge fields, such as:

plaintextCopy codehttps://qa.salesmessage.com/webhook/salesmessage/9b5d7b928c189ce5fa98950644ea3462?phone=(561) 778-7787&first=Mike&last=Jones&[email protected]&from_id=&message=&media_url[]=&tag_ids[]=&date=December 5&time=12:00PM

This URL can be used as a GET request or a POST request (recommended for character limits).

Step 5 (Optional): Test Your Trigger

Use the Test Trigger option in the setup modal to send test messages without calling the URL or using any API test software.

Who Would Use Custom Triggers?

Custom Triggers are for users with CRMs or marketing automation tools that support outbound webhooks. For example, Ontraport users can use Custom Triggers to send SMS texts.

Frequently Asked Questions

My merge field or fall back is not working?

Double-check the property your pointing to "&email={email} " does in fact have a value.

Everything seemed to work, only the message was never sent?

This is a strong indication that the phone property is not working. Be sure to use a valid US/CA number & that there is a number in the property your targeting.