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How to set up Triggers and what they are

What triggers do and how to choose and configure one for an automation

Updated this week

For merchants using Redo Marketing.


What is a trigger?

  • A trigger is the event that starts an automation

  • Every automation begins when its selected trigger happens for a shopper or order


Before you start

  • Make sure Marketing is enabled for your store

  • Decide which event should start the automation, for example: delivery, return requested, or review request timing

Note: If you don’t see Marketing in your sidebar, contact your onboarding specialist or support@getredo.com


Set up a trigger

  1. Go to Marketing > Automations

  2. Click Create automation

  3. Enter a name for your automation

  4. Open Trigger and choose the event that should start the flow

  5. Click Continue to proceed to design, audience, and timing


Choosing the right trigger

  • Orders — order placed, fulfilled, delivered, out for delivery

  • Returns & Exchanges — return requested, approved, in transit, received

  • Try First — trial started, ending soon, reauthorization failed

  • Reviews — request a review a set number of days after delivery

Tip: Match the trigger to a single goal, like review collection after delivery or education right after a return is requested


Need more help?

If you can't find the answer you're looking for, our support team is here to help. Contact us through the support channel in your Redo dashboard or email support@getredo.com.

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