Trigger Events

Trigger Events

Trigger Events

1. A trigger event is a specific action or occurrence that initiates an automated workflow. When the defined event happens, the system automatically executes the corresponding workflow, reducing manual effort and improving efficiency.

A trigger event is a specific action or occurrence that initiates an automated workflow. When the defined event happens, the system automatically executes the corresponding workflow, reducing manual effort and improving efficiency.

2. Customer Triggers 

3. Go To Automations 

Access Jwero CRM Dashboard

4. Open Triggers Section

Click "Triggers" to open the section where you can manage automation triggers within Jwero CRM.
Open Triggers Section

5. Create New Trigger

Click "New trigger" to start creating a new automation trigger that will help streamline your workflows.
Create New Trigger

6. Customer Birthday Event

Access the customer section.
Customer Birthday Event

7. Customer Birthday Event

Access the customer section.
Customer Birthday Event

8. Customer Anniversary Event

Access the customer section.
Customer Anniversary Event

9. Website Trigger 

10. Website Visit Event

Access the customer section.
Website Visit Event

11. Website Login Event

Access the customer section.
Website Login Event

12. Website New Registration Event

Access the customer section.
Website New Registration Event

13. Website Page View Event

Proceed to the next step by clicking on "Next."
Website Page View Event

14. Click "Next" to select the page

Proceed to the next step by clicking on "Next."
Click 'Next' to select the page

15. Click on the dropdown to select the page.

Navigate to the specified location by clicking "here."
Click on the dropdown to select the page.

16. You will be displayed the pages created on your website. Select the appropriate page based on your requirement.

Access your account by clicking on "/my-account/ (85)."
You will be displayed the pages created on your website. Select the appropriate page based on your requirement.

17. Click on "Confirm" after selecting the page.

Go back to the previous page by clicking on "Back."
Click on 'Confirm' after selecting the page.

18. Website Clicks Event

Move forward to the next step by clicking on "Next."
Website Clicks Event

19. Click "Next"

Move forward to the next step by clicking on "Next."
Click 'Next'

20. Click on the dropdown to select the page

Navigate to the indicated location by clicking "here."
Click on the dropdown to select the page

21. You will be displayed the pages created on your website. Select the appropriate page based on click of which event will be triggered..

Explore the shop section by clicking on "SHOP (42)."
You will be displayed the pages created on your website. Select the appropriate page based on click of which event will be triggered..

22. Click on "Confirm" after selecting the page.

Return to the previous page by clicking on "Back."
Click on 'Confirm' after selecting the page.

23. Website Product View Event

Proceed to the next step by clicking on "Next."
Website Product View Event

24. Click on "Next" to select the product.

Proceed to the next step by clicking on "Next."
Click on 'Next' to select the product.

25. Select a product or category that will trigger the event when viewed.

Browse items by category by clicking on "Category."
Select a product or category that will trigger the event when viewed.

26. After selecting the product / category, click on "Confirm".

Browse items by category by clicking on "Category."

27.

28. Products Abandoned Cart Event

Proceed to the next step by clicking on "Next."
Products Abandoned Cart Event

29. Click "Next"

Proceed to the next step by clicking on "Next."
Click 'Next'

30. Select a product or category that will trigger the event when it is left abandoned in the cart.

Browse items by category by clicking on "Category."
Select a product or category that will trigger the event when it is left abandoned in the cart.

31. After selecting the product / category, click on "Confirm".

Browse items by category by clicking on "Category."

32. Product Add To Wishlist Event

Set a payment reminder by clicking on "Payment reminder."
Product Add To Wishlist Event

33. Select a product or category that will trigger the event when it is added to the wishlist.

Browse items by category by clicking on "Category."
Select a product or category that will trigger the event when it is added to the wishlist.

34. After selecting the product / category, click on "Confirm".

Browse items by category by clicking on "Category."

35.

36. Digital Gold Event

Navigate to the products section.
Digital Gold Event

37. Digital Gold Payment Completed

Access the order page.
Digital Gold Payment Completed

38.

39. Digital Gold Event

Access the order page.
Digital Gold Event

40. Order Received Event

Access the order page.
Order Received Event

41. Select a product or category that will trigger the event when an order is received.

Browse items by category by clicking on "Category."
Select a product or category that will trigger the event when an order is received.

42. After selecting the product / category, click on "Confirm".

Browse items by category by clicking on "Category."

43. Order Shipped Event

Access the order page.
Order Shipped Event

44. Select a product or category that will trigger the event when an order is shipped.

Browse items by category by clicking on "Category."
Select a product or category that will trigger the event when an order is shipped.

45. After selecting the product / category, click on "Confirm".

Browse items by category by clicking on "Category."

46. Order Cancelled Event

Access the order page.
Order Cancelled Event

47. Select a product or category that will trigger the event when an order is cancelled.

Browse items by category by clicking on "Category."
Select a product or category that will trigger the event when an order is cancelled.

48. After selecting the product / category, click on "Confirm".

Browse items by category by clicking on "Category."

49. Order Completed Event

Access the order page.
Order Completed Event

50. Select a product or category that will trigger the event when an order is completed.

Browse items by category by clicking on "Category."
Select a product or category that will trigger the event when an order is completed.

51. After selecting the product / category, click on "Confirm".

Browse items by category by clicking on "Category."

52. Order Refunded Event

Select the relevant order status.
Order Refunded Event

53. Select a product or category that will trigger the event when an order is refunded.

Browse items by category by clicking on "Category."
Select a product or category that will trigger the event when an order is refunded.

54. After selecting the product / category, click on "Confirm".

Browse items by category by clicking on "Category."

55. Order Payment Failed Event

Update the selected order status.
Order Payment Failed Event

56. Select a product or category that will trigger the event when an order payment is failed.

Browse items by category by clicking on "Category."
Select a product or category that will trigger the event when an order payment is failed.

57. After selecting the product / category, click on "Confirm".

Browse items by category by clicking on "Category."