What is a Manual Trigger?
A trigger that is user-initiated / manually activated by a person. Workflows triggered manually are great for information only a Customer Success Manager or Account Manager would know, such as, a key contact is leaving the company or budget cuts. Click to find out more about event, smart, and time-based triggers.
1. Name your workflow
We recommend a descriptive name that includes information about the trigger + the user segment. In this example, we will create a manual trigger specifically for customers on the Pro Plan with an annual contract, "Key Contact Leaving - Annual Pro Plan."
2. Select a user segment
We created a custom filter in order to segment out users on the Pro Plan with an annual contract. We did that with our custom filtering feature. Learn more about that here.
3. Select Manual Trigger
Simply select Manual for Step 1.
4. Activate Manual trigger from the Accounts Page
Kick off a Manual Workflow for a specific account from the Account Page in Preact.
5. Add Action Items