Triggers

3 minute read

Level: Beginner

Last updated: March 2026

Triggers

Triggers allow scheduling flows to be sent to contacts in a collection automatically. This is useful for reminders, announcements, surveys, or follow-ups without needing manual intervention.

Example use cases:

• Sending weekly program updates to users.
• Reminding contacts to submit an activity or attend an event.
• Running monthly feedback surveys to a specific location group.

When to Use Triggers ?

Use triggers when there is a need to send messages automatically to a group of contacts at scheduled intervals.

Example: To send a reminder every Monday at 10 AM to a Training Participants collection.

Prerequisite:

• The flow should be created and published.
• Ensure the first message in the flow is an HSM template message

Creating a Trigger:

1. Go to the Quick Tools >> and click on Triggers.

2. Click on + Create button.

3. Select the flow to be scheduled from the dropdown.

4. Set the start date( date from when you want to start a flow) and end date.((end date should be greater than the start date)

5. Select the time (the time of the day, when you want to execute the flow)

6. Choose the repeat option:

• Daily: Runs every day at the set time.

• Weekly: Runs on specific days of the week.

• Hourly: Runs every hour.

• Monthly: Runs once a month on a chosen date.

• Does not repeat: No repetition.

7. Select a specific day if you choose weekly option.

8. Select the collection.

9. Click Save

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Verify Successful Execution of Trigger:

1. For verification of successful execution of the trigger, refer back to the chats and check how your defined message is triggered where time, date and message is being sent.

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Delete the Trigger:

1. Click on three dots and select Delete to delete the trigger

2. Click on Confirm button to delete the trigger.

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Copy a Trigger:

1. Click on three dots and select Copy option on the trigger bar

2. Copy Triggerform will open up. Change the details you want and save the trigger.

3. New trigger will be created.

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Deactivate the Trigger

1. To deactivate the Tigger deselect the Is Activecheck box.

3. Click on Save button to save the changes

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Common Questions:

Q: What happens if the flow used in the trigger is edited?

Ans: The most recently published version of the flow will be triggered, as long as it was published before the trigger execution time.

Q: Can the trigger be paused instead of deleted?

Ans: No, triggers cannot be paused. They can only be deleted.

Q: Can multiple triggers use the same collection?

Ans: Yes, multiple triggers can send flows to the same collection. Just make sure their schedules don't conflict.

Q: Can a trigger use more than one collection?

Ans: Yes, more than one collection can be selected while creating a trigger.

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Important Notes:

• Ensure flows start with an HSM message for reliable delivery to contacts outside the session window.
• Deletion is the only way to update an existing trigger.
• Always test a trigger on a sample group before using it in production.
• Multiple triggers can use the same collection, but ensure they are set to run at different times. This is recommended to avoid conflicts.