How to Set Up Message Triggers

Automation

Message triggers tell UpBlick when an automated WhatsApp message should be sent. A trigger can be tied to a customer event, a workflow step, or a follow-up condition. The clearer the trigger, the more reliable the automation.

Common trigger examples

• A customer is added to the system
• A customer receives an earlier message but does not respond
• A campaign step completes and needs a follow-up
• A message journey reaches a reminder stage

Before you define a trigger

• Know the purpose of the message.
• Choose the template that matches the workflow.
• Be clear about which customers should qualify.
• Check that the location and channel setup are already correct.

Step 1: Start with the customer event

Think about the real event that should cause the message to happen. For example, if the message is a follow-up, the trigger should not be “customer exists.” It should be something more specific, such as:

• The customer was added after a visit
• The first message was sent but not completed
• The customer is part of a qualifying campaign audience

Step 2: Match the trigger to the template

Once the trigger is clear, match it to the message type. A reminder trigger should use a reminder template. A thank-you trigger should use a thank-you template. This keeps the automation consistent.

Step 3: Limit the trigger to the right customers

A trigger should not fire for everyone by default. Narrow it to customers who:

• Belong to the selected location
• Have valid contact details
• Have consented to receive the message
• Actually match the workflow stage

This reduces accidental sends and keeps the automation relevant.

Step 4: Add the timing rule if needed

Some triggers should send immediately. Others should wait. If the workflow is a follow-up or reminder, pair the trigger with a delay so the customer is not contacted too soon.

Step 5: Test the trigger logic

Before using the automation broadly, confirm that the trigger works as intended by checking:

• What starts the workflow
• Which customers qualify
• When the message should be sent
• When the workflow should stop

Best practices

• Use specific triggers, not broad ones.
• Keep one trigger tied to one message purpose whenever possible.
• Use timing rules for reminders and follow-ups.
• Retest after changing templates, channels, or audience rules.

Troubleshooting

Frequently asked questions

What is a message trigger?

A message trigger is the condition or event that tells UpBlick when an automated message should be sent.

Should every automated message send immediately?

No. Some messages should send right away, while reminders and follow-ups usually need a delay.

Why should triggers be specific?

Because specific triggers reduce mistakes and help make sure customers receive the right message at the right stage.