For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/faq/messaging/triggers-and-conditions-in-automations.md.
  • English

      • How do triggers and conditions work in automations?

      Every automation has a trigger (the event that starts it) and can use conditions (which branch the path according to the contact's data).

      • Trigger: fires the automation when something happens — for example, the contact joins a list, a tag is applied, they make a purchase or they ask for a refund.
      • Conditions: partway through the flow, they check a piece of contact information (tag applied, product bought, pipeline stage) and send each person down a different branch.

      That is how you personalise the journey: people who bought go one way, people who only showed interest go another.

      Configuring a trigger

      Clicking a trigger in the first block opens a panel with that event's fields (list, tag, product, offer…). Confirm saves and closes it. If you change something and try to close without confirming (with the X, Esc or by clicking outside), the panel asks whether you want to discard the changes, so an edit is never lost by an accidental click. When the automation is live, the panel opens read-only.

      If it didn't work

      • The automation does not start: check that the trigger you chose matches the contact's real event in automation triggers.
      • The contact took the wrong branch: review the tags and data used in the conditions in Contacts.
      • Questions about other available events: see the events reference.