Create event and date-based triggers

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

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.

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.