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  • Trigger to an Employee Based on Customer Location

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    Darth Moxy

    I want a certain employee to be notified when customers in a certain area place orders.

    To set up triggers for a specific group of customers, you will need to create a new trigger on the triggers page and select "use tags" under the trigger target. Make sure to input the company tag that you want to use, assuming you are using tags to label your customers' locations.
    It's important to note that you'll also need to add the tag you're using to the companies you want the trigger to apply to. You can easily edit this under the company information tab or on the sidebar while viewing the company dashboard. This will ensure that the trigger is applied to the correct group of customers.


    In the example above you will see that when companies with the tag "north" are placing a bid the trigger will fire to an employee.

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