How do I create a Trigger?

Triggers can be created to notify you when thresholds have been reached or not reached.

Creating Triggers

1. Open the left navigation and click Reporting > Triggers.

2. Click the green + Create Trigger button.

3. Fill out the Trigger form.

Completing the Trigger Form:

1. Basics

Name: This is what will appear when the Trigger fires.

Description: Explain what behavior the Trigger is recognizing. Helpful for when looking at a Trigger named "You're on Fire!" and see the description is labeled "100+ Activity Score".

2. Frequency

Notification Frequency: Options here allow for customization of when you want to receive the notification.

Real-Time would stay true to it's name in firing as soon as the criteria is met.

Daily provides a Time drop down so you can select the hour of your notification.

Weekly will generate a Day and Time option. Great for mid-week of end-of-week check ins.

End of Month notifications are great for assessing month totals and goals.

3. Target Users

Who should this Trigger fire for? User will refer to an individual.

4. Logic

When selecting the Trigger Type you have 2 options: Metric or Record. 

Only Real-Time Triggers (NOT daily, monthly, or End of Month frequencies) can access the Record Type option.

Metric would be an appropriate choice if you want an alert when a threshold is crossed, while Record will alert every time a Record is received that fits the criteria.

Metric Type Triggers will monitor existing metrics for thresholds and milestones.

                    use case: Trigger when 10+ Discovery Meetings have been set.

Record Type Triggers will scan incoming records for a specific behavior. You will need to know the object and fields that you want to access.

                    use case: Trigger every time a Discovery Meeting is set.

Metric Field -- Value vs Target

If you have Activity Scores turned on you will have the option to create Target-based Triggers for individual users based on the Activity Score's timeframe.

A Value-based Trigger will be based on an absolute number like who can make over 60 Calls today; whereas, a Target-based Trigger will be based on a relative number like the Activity Score of who can make over 80% of their individual Call target today.

5. Notifications

Here you can customize who is going to be notified and how that notification will occur.

Multiple means of notifications can be utilized on a single Trigger!

If you select an Ambition TV as a Notification, you'll have a few more options to select:

Anthem Volume: Determine the volume of the YouTube video (not the TV's volume). You can now set a Trigger's Intro/Anthem volume so that more important Triggers are louder than others. Take public recognition to the next level by getting everybody's attention! The choice is yours!

TV Intro Sound: There's currently a five-second "introduction" for each TV Trigger before the Anthem starts playing where we display the details front-and-center. You can now set an optional audio clip (like a gong) to play during this introduction.

TV Anthem Override: A Trigger specific anthem can optionally be used to override any User and Group Anthems set.

Messages

Message: You can opt to include a message on the TV or in your emails. Especially helpful if sending out to individual Users. We offer to dynamically update the message to include the Team, Role, or User's name if you utilize the {{ Entity.Name }} code. 

The choices presented in the Template Variables are entriely dependent on the data sent to Ambition and the Type of Trigger:

Records based Triggers can display Record level details

Metric based can display the Entity Name and Metric Value.

Click on the blue Template Variables to automatically copy the respective fields into your Messages.

Want to see examples of Trigger Messages? 

Images or GIFs can also be included in any non-TV Triggers. Utilizing the provided Markdown syntax, [ Image Name ] (https://image-link.img), you will include the name of the image and the URL. The Image Name is what will appear if the image cannot load or if the user incorporates a screen reader.

4. Click the green Save Trigger button.