Conversion event trigger
Learn how to configure the Conversion event trigger entry trigger and control which contacts can enter your journey.
What we'll cover
- Concepts
- How to configure this trigger
- Settings and contact filtering
- Use cases and business examples
- Troubleshooting
- Trigger notes
- FAQ
- Need help?
1 Concepts
The Conversion event trigger starts contacts when a configured conversion event occurs.
Use this trigger when the entry point for your journey should be based on this event type instead of a manual add or a different trigger source.
Note: This trigger is an entry trigger. It is placed at the top of the journey, and it controls how contacts begin the journey flow.
2 How to configure this trigger
Here are the steps:
- Open the journey, and click Add.
- Add a New entry trigger.
- Select Conversion event trigger.
- Enter a clear trigger Name.
- Configure the trigger Settings for the event or conditions you want to use.
- Set Apply to which contacts to All contacts or Only contacts that meet criteria.
- Click Save.
Pro-tip: Use a trigger name that describes the business purpose, such as Start after form submit or Start on renewal date.
3 Settings and contact filtering
Most trigger editors include a Settings section and an Apply to which contacts section.
In Settings, choose the event details, source, or timing rules that should start the journey for this trigger.
In Apply to which contacts, choose whether the trigger applies to All contacts or only a filtered group.
- All contacts is best when every qualifying event should start the journey
- Only contacts that meet criteria is best when you want to limit entry to a specific segment
Note: Trigger settings control when the trigger can fire, but journey Settings still control whether the contact is allowed to enter again.
4 Use cases and business examples
Use cases and business examples
- Purchase Follow-Up: Start post-conversion onboarding.
- Upsell Timing: Trigger a follow-up after a tracked conversion.
- Internal Alert: Notify sales or success after a high-value conversion.
5 Troubleshooting
Common issues to check
- Verify the trigger Settings are pointing to the correct event, source, or timing rule
- Confirm the contact meets any Apply to which contacts criteria
- Review journey Settings to see whether the journey allows re-entry
- Make sure the journey is started
Warning: If you are troubleshooting a live journey, test changes with a small internal segment before applying them broadly.
6 Trigger notes
- Only journeys with the same audience will be listed.
- Conversions must be defined within the journey before they can be selected.
7 FAQ
8 Need help?
If you need help configuring journey triggers, contact support. We’re happy to help!