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Interaction Studio Triggers can be configured to send triggered messages to customers based on updates to items in your catalog.

This Article Explains

This article details the available catalog trigger types and the various options available for configuring each trigger type.

Sections in this Article

Overview of Catalog Triggers

Catalog triggers can be used to trigger a campaign based on updates or changes to item data in your catalog. While the actual trigger is based on the change in your catalog, customer behavior prior to the trigger is the driving force behind these effective campaigns. These triggers are focused on notifying your customers when an item (often a product) enters a status that drives urgency or excitement for the customer, such as a new blog article about their favorite subject, or a product that's back in stock after previously being viewed. Each trigger has configurable fields, making them flexible for catalogs of all varieties.

Catalog triggers are based on specific trigger items that meet the criteria configured in the Send Options menu. When a change in your catalog occurs, if an item meets the criteria defined, it will be included as a trigger item.

Tip: Remember to add additional catalog filters and user behavior filters as needed to the send option configurations to create a truly targeted triggered experience. For example, you could use a catalog filter to exclude sale items, or a user behavior filter to suppress the trigger for users who purchased in the last two weeks.


New Item in One of User's Favorite Categories

This trigger fires when a new item is added to a category a user has expressed strong interest and intent towards. This is a powerful re-engagement play for your customers or prospects, since it is based on configurable inputs and the deep behavioral data tracked by Interaction Studio.


Tip: This trigger references the default Published Date catalog attribute for any item. If this attribute is not populated (either through the sitemap or through an ETL), you can check the "Enable Created Date Fallback" box to utilize the date the product first appeared in your Interaction Studio catalog.


To configure this trigger, consider each of the inputs carefully:

  1. Item Type: This trigger uses the primary catalog items in Interaction Studio – Product, Blog, and Article. You can relabel these objects in the Catalog Setup screen to more accurately reflect your business. 
  2. User Activity Lookback: How far back will user behavior be considered when assessing whether a category is one of their favorites? This should be assessed based on the typical frequency of visits for your more engaged customers.
  3. Category Minimum View Time: How much time did the user need to spend viewing items in this category during the activity lookback window for the category to be considered a "favorite"? The smaller you make this value, the more categories will be eligible as "favorites," and thus more triggers will fire.
  4. Category Minimum Purchases: How many purchases (if any) did a user need to make during the activity lookback window for the category to be considered one of their favorites? This input is considered in conjunction with the minimum view time input to limit the categories considered "favorites".


Note: Items from multiple different categories can be included in the same triggered message, since multiple categories can meet the configured "favorite" criteria.

Implementation Details and Requirements
Trigger Check ScheduleThis trigger checks for new items in a user's favorite categories every 6 hours
Required Datapoints & User Behavior
  • This trigger must utilize one of the built in catalog item types (Product, Blog, Article). It does not work with dimensions
    • These item types can be relabeled to support your business model
  • Optional: This trigger references the Published Date catalog attribute.
    • If the attribute is not captured by your implementation, you can use the "Enable Created Date Fallback" checkbox, which will use the date the item was created in your Interaction Studio catalog.
User Behavior Trigger Criteria
  1. The user has not viewed any of the qualifying new items.
  2. The user must have a View tracked against the favorite category during the configured Activity Lookback period.
Catalog Item Trigger Criteria
  1. New items are in categories defined in the trigger campaign criteria as "favorite", meaning the category meets at least one of the two criteria below:
    1. The user has viewed the category for the minimum configured view time
    2. The user has purchased the minimum configured amount of items from the category
Send-Time Checks
  1. All user behavior and catalog item trigger criteria are re-validated at send time.
  2. At least one trigger item meets all item item qualification rules configured for the campaign
Item Sort Logic
  • Items will be sorted based on the Published catalog attribute (or in the absence of that attribute, by the created date/time in your Interaction Studio Catalog)
  • Items are sorted from newest to oldest




Product Back in Stock

This trigger fires when product(s) that a customer previously spent time viewing and expressed interest in, but were out of stock at the time, become available again. This trigger is a great way to delight your customers with automated notifications about products they showed strong intent towards, and ultimately encourage conversion.

To configure this trigger, consider each of the inputs carefully:

  1. User Activity Lookback: How far back will user behavior be considered when assessing whether an out of stock product(s) was viewed by the customer? This should be assessed based on the typical restock schedule for the majority of your product catalog, balanced against the typical visit frequency for your customers.
  2. Minimum View Time: How much time did the user need to spend viewing the product(s) that was out of stock in order to be qualified as showing significant enough interest to be worthy of the trigger? The smaller you make this value, the more products will be eligible and thus more triggers will fire.


Note: This trigger uses the ViewItemOutOfStock item action. It is important that this action is implemented so that it correctly understands when a product is out of stock, utilizing accurate datapoint(s) to indicate inventory status. Failure to properly understand when an item is out of stock can lead to a poor customer experience.

Implementation Details and Requirements
Trigger Check ScheduleThis trigger checks for qualifying products that are back in stock every hour
Required Datapoints & User Behavior
User Behavior Trigger Criteria
  1. User completes the ViewItemOutOfStock item action during the configured Activity Lookback period.
Catalog Item Trigger Criteria
  1. Qualifying product(s) has an inventory greater than 0 for at least 2 hours.
  2. Qualifying products(s) was out of stock (had an inventory of 0) for at least 1 week prior to being back in stock.
Send-Time Checks
  1. At least one trigger product meets all item qualification rules configured for the campaign
  2. The user has not purchased the qualifying products(s) since the trigger fired, including as a backorder
Item Sort Logic
  • Items are sorted based on the configurable setting in the campaign Send Options menu





Product Expiring Soon

This trigger fires when product(s) that a customer previously spent time viewing and expressed interest in will expire (become unavailable) soon. This trigger drives urgency for the customer to purchase the product before they miss their chance and the product is no longer available.

To configure this trigger, consider each of the inputs carefully:

  1. Maximum Time to Expiration: Set the number of hours at which a product will be considered "expiring soon" and be eligible for the trigger.
    1. Minimum configurable time to expiration is 1 hour
    2. Maximum configurable time to expiration is 1 week (168 hours)
  2. User Activity Lookback: How far back will user behavior be considered when assessing whether an expiring product(s) was viewed by the customer? This should be assessed based on the typical expiration schedule for the majority of your product catalog, balanced against the typical visit frequency for your customers.
  3. Minimum View Time: How much time did the user need to spend viewing the product(s) that will expire soon in order to be qualified as showing significant enough interest to be worthy of the trigger? The smaller you make this value, the more products will be eligible and thus more triggers will fire.
Implementation Details and Requirements
Trigger Check ScheduleThis trigger checks for qualifying products that are expiring every 3 hours
Required Datapoints & User Behavior
User Behavior Trigger Criteria
  1. User viewed the qualifying product(s) during the configured Activity Lookback period.
  2. The user has not purchased the qualifying product(s) 
Catalog Item Trigger Criteria
  1. Qualifying product(s) are expiring within the configured Minimum Time to Expiration
Send-Time Checks
  1. The user has not purchased the qualifying Item(s)
  2. The qualifying product(s) have at least 5 minutes left until expiration at time of message delivery
  3. At least one trigger item meets all item item qualification rules configured for the campaign
Item Sort Logic
  • Items are sorted based on the configurable setting in the campaign Send Options menu





Product Low Inventory

This trigger fires when product(s) that a customer previously spent time viewing and expressed interest in are in danger of going out of stock soon. This trigger drives urgency for the customer to purchase the product before they miss their chance and the product is no longer available.

To configure this trigger, consider each of the inputs carefully:

  1. Low Inventory Count Threshold: Set the inventory count that will result in a product being considered "low inventory" and eligible for the triggered message. This should be determined based on the typical sell-through rate of your products and the timing you'd like the trigger to go out.
    1. The minimum threshold is 5.
  2. User Activity Lookback: How far back will user behavior be considered when assessing whether a low inventory product(s) was viewed by the customer? This should be assessed based on the typical expiration schedule for the majority of your product catalog, balanced against the typical visit frequency for your customers.
  3. Minimum View Time: How much time did the user need to spend viewing the low inventory product(s) in order to be qualified as showing significant enough interest to be worthy of the trigger? The smaller you make this value, the more products will be eligible and thus more triggers will fire.


This trigger requires the default product catalog attribute Inventory to understand when inventory is running low.

The product cannot simply be marked "in-stock" or "out-of-stock", which is sometimes accomplished by marking all in-stock products with "1" inventory and all out-of-stock products with "0" inventory. Instead, the trigger requires an accurate count of inventory available updated on a regular cadence in order to conduct the boolean check of whether the product is above or below the threshold.

Implementation Details and Requirements
Trigger Check ScheduleThis trigger checks for qualifying products that meet the configured low inventory threshold every hour
Required Datapoints & User Behavior
User Behavior Trigger Criteria
  1. User viewed the qualifying product(s) during the configured Activity Lookback period.
  2. The user has not purchased the qualifying product(s) 
Catalog Item Trigger Criteria
  1. Qualifying product(s) fall below the configured Low Inventory Count Threshold
Send-Time Checks
  1. All trigger criteria are re-validated at the time of message delivery.
  2. At least one trigger item meets all item item qualification rules configured for the campaign
Item Sort Logic
  • Items are sorted based on the configurable setting in the campaign Send Options menu





Product Price Reduction

This trigger fires when product(s) that a customer previously spent time viewing and expressed interest in drop in price. This trigger re-engages and delights the customer by notifying them when a product they might have passed over as too expensive goes on sale or is marked down.

To configure this trigger, consider each of the inputs carefully:

  1. Minimum Price Percent Reduction: Set the minimum percentage of price drop required for the product(s) to qualify for the triggered message. This should be determined based on the typical percentage that the majority of your product catalog is marked down for a sale. 
    1. The lowest percent reduction configurable is 5%.
  2. User Activity Lookback: How far back will user behavior be considered when assessing whether the customer showed strong intent toward the product(s) whose price dropped? This should be assessed based on the typical frequency of price changes in your product catalog, balanced against the typical visit frequency for your customers.
  3. Minimum View Time: How much time did the user need to spend viewing the product(s) whose price dropped in order to be qualified as showing significant enough interest to be worthy of the trigger? The smaller you make this value, the more products will be eligible and thus more triggers will fire.


Note: This trigger requires that the reduced price remain unchanged on the product for at least two hours – it could as long as 2.5 hours to receive this triggered message after a product's price attribute has been updated in your interaction studio catalog.

Implementation Details and Requirements
Trigger Check ScheduleThis trigger checks for qualifying products that meet the configured minimum price percent reduction every 30 minutes.
Required Datapoints & User Behavior
User Behavior Trigger Criteria
  1. User viewed the qualifying product(s) during the configured Activity Lookback period.
  2. The user has not purchased the qualifying product(s) 
Catalog Item Trigger Criteria
  1. The price of qualifying products prior to reduction remained the same for at least 1 week
  2. Qualifying product(s) price has been reduced by a percentage greater than the configured Minimum Price Percent Reduction
  3. The product has had its new (reduced) price for at least two hours.
Send-Time Checks
  1. All trigger criteria are re-validated at the time of message delivery.
  2. At least one trigger item meets all item item qualification rules configured for the campaign
Item Sort Logic
  • Items are sorted based on the configurable setting in the campaign Send Options menu