The Field Match trigger starts an automation when a contact’s field matches specific criteria.
This means you can automatically add contacts to an automation based on information stored in their profile, such as status, location, or any custom field.
How it works
When setting up this trigger, you will choose:
The field you want to check
The condition
The value to match
Fields can be customized using the Asset Manager - Fields Manager. Learn more about customizing fields.
Available conditions
Equal to
Not equal to
Starts with
Ends with
Doesn’t start with
Doesn’t end with
Once your settings are saved, the automation will start automatically when a contact meets the selected condition.
You will see the Field Match trigger displayed in blue at the beginning of your workflow. This represents the starting point of your automation.
To make changes, simply click on the trigger block to reopen and update its settings.
You are now ready to drag and drop your message to follow this trigger or another condition as shown here.
After setting your trigger, you can continue building your automation by dragging in actions such as Send a Message or adding additional conditions.
If you’d like to learn more about building automations, check out: Learn more about creating automations
If you need help or want to explore more examples, check out our Help Center or reach out to our team. We’re here to help.