Triggers and Actions

Triggers and Actions

Triggers and Actions allow your bot to execute specific actions when certain events occur within the bot.

When an event takes place inside the chatbot, it triggers automation, prompting the bot to perform a corresponding action.

This feature enables you to automate tasks such as:

• Adding a user to a Facebook Custom Audience when a tag is applied.
• Subscribing a user to a sequence when they click on your email.
• Notifying admins via email when a new order is placed.
• Alerting the admin when the value of a custom field changes.

Creating a Custom Trigger & Action

To create a custom rule, navigate to Menu > Tools > Triggers and Actions and click “Add”.

Below the “Add” button, you will find a table displaying all previously created rules along with their status (active/inactive). You can edit or delete rules using the menu next to each rule.

Setting Up Trigger & Action

Once you click “Add”, you will be directed to a setup page with two sections: Triggers and Actions.

Triggers

Triggers are events that activate automation. Click the blue “+ Trigger” button to select a trigger from the MBG Card Dashboard. The platform offers over 20 trigger options, including:

• Tag applied
• Tag removed
• Subscribed to Sequence
• Unsubscribed from Sequence
• Custom field value changed
• Cart Abandoned
• New Order
• Order Concluded
• Order Canceled
• Product Added to Cart
• Category Added to Cart
• Product Removed from Cart
• Email Delivered
• Email Opened
• Email Clicked
• Email Unsubscribed
• Email Dropped
• Live Chat Enabled
• Live Chat Disabled
• User Referred a New User
• User Referred Existing User
• New Subscriber
• User Unsubscribed from Bot

Actions

Actions define the task your chatbot will perform when the trigger is activated. Click the orange “+ Action” button to select the desired action.

Some examples of automation include:

• Sending a follow-up email if a user does not click on an email within two days.
• Suggesting Product B as a complementary item when a user adds Product A to their cart (Cross-Sell).
• Sending a reminder notification two days before a scheduled meeting.

You can also set the usage limit for a rule:

• Once per User – The rule will be triggered only once per user.
• Any Number of Times – The rule will be triggered multiple times as needed.

By leveraging Triggers and Actions in MBG Card Dashboard, you can automate repetitive tasks and enhance the efficiency of your chatbot. 🚀