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Overview
Stage Triggers are events in sequences that automatically change the state of a contact or account. For example, you can set a trigger to change a contact's stage to Approaching when your email to them is delivered, and then change their stage to Replied when they reply.
Refer to the steps below to create and edit different types of triggers.
Trigger Conditions
A condition needs to be met at each contact stage before the trigger activates. Refer to the list below for the different conditions.
Email Trigger Conditions
- Prospect Created: The initial stage for contacts when you add them to your Apollo Account. This is generally done with lead requests, CSV uploads, or integration with your CRM.
- The recommended setting for this stage is "Cold."
- Email Delivered: A contact receives an email. This is only delivery, and not to whether or not the email is opened.
- The recommended setting for this stage is "Approaching."
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Email Bounced: An email to the contact bounces.
- The recommended setting for this stage is "Bad Data" or "No Email."
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Prospect Unsubscribed: A contact opts out of email contact. This happens if you turn on unsubscribe links in your emails.
- This stage should always be set to "Do Not Contact."
- Prospect Replied: A contact responds to an email you sent.
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- The recommended setting for this stage is "Replied," but your success metrics may differ.
- Appointment or Email Marked as Interested: You book a meeting with a contact or they're marked as "Interested" in a sequence.
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- The recommended setting for this stage is "Interested."
- Unresponsive: A contact does not respond, but you may want to reach out to them again later.
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- The recommended setting for this stage is "Unresponsive."
Call Trigger Conditions
In addition to the conditions outlined above, the call dispositions you've set up can also be used as call trigger stages to set for your contacts. Refer to the "Create Call Dispositions to Log Your Calls" article for more information.
Account Trigger Conditions
There is only one account trigger condition: "When an account is created."
Edit Email Triggers
Follow the steps below to edit email triggers.
Launch Apollo and click Settings.
Click Contacts.
Click Triggers.
Apollo displays a table with two columns. The left side of the table defines different conditions that need to be met for the right side of the table to change the contact's stage.
Click the drop-down menu on the right side to select a new contact stage for each variable.
You can also click the X in the drop-down menu to clear the stage.
Click Save when you're done with your changes.
Edit Call Triggers
Sweet DispositionsCall Triggers are based on the call Dispositions you have set up. Refer to the "Call Dispositions" article for more information.
Follow the steps below to edit call triggers.
Launch Apollo and click Settings.
Click Contacts.
Click Triggers.
Scroll down to the Call Triggers section. Apollo displays a table with two columns. The left side of the table defines different conditions that need to be met for the right side of the table to change the contact's stage.
Click the drop-down menu on the right side to select a new contact stage for each variable.
You can also click the X in the drop-down menu to clear the stage.
Click Save when you're done with your changes.
Edit Account Trigger
There is only one account trigger condition: "When an account is created."
Follow the steps below to edit this trigger.
Launch Apollo and click Settings.
Click Accounts.
Click Triggers.
Click the drop-down menu to select a new contact stage.
Click the X to remove the stage.
When you're done, click Save.
Exclusions
You can also use exclusions to define the account stages you always want to exclude from data requests for new prospects.
Under Warn the team if they try to prospect any people from the following account stages in Prospect Searcher, click a stage to remove it from exclusions.
Click the X to remove all stages.
Click Save when you're done.
You have successfully configured your triggers.