Trigger Examples

Examples:

🎥 Real-Time, Records-Based

Real-Time, Metric Based

Real-Time, Percent-to-Target, Metric Based

Example: Daily, Scheduled, Metric-Based Trigger

10 Calls By 10 AM

On a daily basis, if any User within the Lion's Team has made less than 10 calls by 10 am, I will receive an email listing the User's name(s).

🎥 Daily Frequency, Metric Based Logic

Example: Real-Time, Records-Based Trigger

Closed Won Deal

Whenever Ambition receives a Record matching the criteria I've listed for any User within Travis's Manager Group, he will receive an email listing the user's name and accomplishment + an email is sent to the user with the Closed Won Deal.

Hopefully, an accomplishment like a Closed Won Deal is being recognized on an Ambition TV, but you can always have additional reporting for yourself as a reminder to touch base and congratulate your employee. This example would be a great use case for including an encouraging Trigger Message or congratulatory image/GIF.

🎥 Real-Time, Records Based Logic

Example: Real-Time, Metric-Based Trigger

100+ Activity Score

Whenever a User reaches an Activity Score of over 100 in a day, a message will be sent to the sales TV. This is a great way to recognize high achievers on the big screen! 

Example: Daily, Percent to Target, Metric-Based Trigger

Whenever a User within the BDR Role reaches 100% of their Daily Call Target, a message will be sent to the sales TV. This is a great way to recognize high achievers on the big screen! 

Note: Percent to Target Triggers can only be set for Users based on their Activity Score benchmark. Groups and Objective Score benchmarks not supported yet.

Since the BDR's have Calls as a Metric in their Activity Score, Percent to Target can be utilized.

For more information on how to create a Trigger, please view this article!