Event Triggers and Their Descriptions in Thiio
Event Triggers and Their Descriptions in Thiio
Thiio's system triggers various events based on user actions and system responses. Understanding these triggers is essential for managing workflows, tracking customer interactions, and maintaining accurate records. Below is a detailed description of each event and the scenarios in which they occur.
1. Order Completed
Trigger Description: This event occurs when a successful order is finalized.
Scenarios:
Admin, Quote, or Shop Sales: Triggered upon successful purchase.
Funnels: Triggered when a user reaches the "Thank You" page. Alternatively, it triggers 30 minutes after the first purchase in a funnel page to cover cases where the customer doesn't visit the "Thank You" page.
2. Contact Created
Trigger Description: This event is triggered when a new lead is added to the system.
Scenarios:
Lead Creation: Through the admin interface, shop, or funnel page.
Reactivation: Occurs when existing contact information is received again via the shop or a funnel page, indicating an active customer or lead.
3. Shipping Tracking Info Updated
Trigger Description: Occurs when the tracking information for an order is updated.
Scenarios:
This keeps the customer informed about the status of their shipment and ensures accurate tracking.
4. Product Conflicts
Trigger Description: Triggered when a customer encounters a product conflict.
Scenarios:
Example: A customer tries to purchase a digital product they already own.
5. Transaction Declined
Trigger Description: Occurs when a purchase transaction is rejected.
Scenarios:
This can happen multiple times within a funnel if there are multiple transactions (such as upsells). For example, the initial cart page sale may be approved, but subsequent upsell transactions may be declined due to issues like insufficient funds.
6. Refund Applied
Trigger Description: Triggered when a refund or void transaction is processed.
Scenarios:
This ensures accurate record-keeping and customer notification of refunds.
7. Subscription Canceled
Trigger Description: Occurs when a subscription is canceled.
Scenarios:
This helps manage recurring billing and customer subscription statuses.
8. Customer Created
Trigger Description: This event is triggered when a lead makes their first successful purchase, transitioning them to a customer status.
Scenarios:
Currently, this event is only functional with postback channels, indicating a completed and verified purchase.
9. Approved Transaction
Trigger Description: Occurs when a purchase transaction is successfully processed.
Scenarios:
Similar to the "Transaction Declined" event, this can be triggered multiple times within a funnel if multiple transactions are involved (such as upsells).
10. Survey Completed
Trigger Description: This event occurs when a user completes a survey.
Scenarios:
Used for collecting feedback, gauging customer satisfaction, or gathering market research data.