K2MailerAutomation managers

Create event and date-based triggers

Start a campaign or drip from list membership, segment matches, or date criteria.

In the appAutomation → Triggers

Trigger choices

Run
Activate processing now or at a later start date and time.
Based on List
Respond to contacts in selected lists, including newly added or existing contacts depending on the action.
Based on Segment
Respond to contacts matching saved segment criteria.
Based on Date
Respond when a configured contact date condition occurs.
Action
Send one campaign or start a drip series.
Sending speed
Use available throughput or limit sends per hour.

Operational controls

Triggers can be activated or deactivated and restarted from their grid. Statistics provide trigger-level processing visibility.

Why automated triggers save time

Manually scheduling a campaign every time a contact joins a list, matches a segment, or reaches a specific date does not scale once your contact volume grows. Triggers let you define that logic once and let K2Mailer act automatically going forward, which is especially valuable for onboarding sequences, renewal reminders, and anniversary or birthday messages tied to a custom field.

Triggers sit alongside auto follow-ups and drips as the platform’s core automation tools, but they are the most flexible of the three because they can respond to list membership, segment matches, or date conditions and then either send a single campaign or start a full drip series as the resulting action.

Designing reliable trigger logic

Choose the narrowest trigger condition that reliably captures your intended audience. A list-based trigger scoped to “newly added contacts” behaves very differently from one that also matches existing contacts, so confirm this distinction before activating, the same way you would when choosing between send-to-existing options for a drip schedule.

Monitor trigger-level statistics after launch rather than assuming a trigger is working correctly once it is active. If a date-based trigger is not firing as expected, check the underlying custom field format and value first, since triggers depend on that data being accurate and consistently structured across your contact base.

Frequently asked questions

Can a trigger start a drip instead of a single campaign?
Yes, the trigger action can be set to send one campaign or start a full drip series.
What happens if I deactivate a trigger mid-run?
Processing stops for that trigger until it is reactivated; it can also be restarted from the trigger grid.
Does a date-based trigger repeat every year automatically?
That depends on how the date condition and custom field are configured, so review the specific trigger setup to confirm.

Was this guide enough?

Contact support if your screen or result is different.

Contact support