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Edit a trigger

Edit a membership trigger — change the event, the action, the recipients and the template tokens.

Where: Membership → Triggers → click a trigger · /projects/<project>/membership/triggers/<triggerId>/edit

Before you start

  • The trigger exists — see Create a trigger.

  • You need the membership:update permission on triggers.

Steps

  1. In Membership Triggers, click the name, for example Tell the team about sign-ups. The form opens as Edit Trigger with the trigger id (trg_EtUchJINUd4v8vRae4U4s, with a copy button) and the Actions menu. Every saved value is loaded: the event, the action, the recipients, the template and the tokens.

    Edit Trigger with the id trg_EtUchJINUd4v8vRae4U4s, the Actions button and the event When registered picked
    Edit Trigger.
  2. Change what you need — the same fields as in Create a trigger:

    Part
    What you change
    Example

    If this

    The event.

    When registered

    ... then

    The action and its recipients.

    Email Addresses, team@example.com

    Template Details

    The template and the language.

    New sign-up

    Template Tokens

    The value of each token: type it, or pick it with the tag button.

    Recipient.FirstName = Team

    Order, Name the trigger, Description

    The trigger's own fields.

    Order 1

    Template Details and Template Tokens of the saved trigger: template New sign-up, tokens Recipient.FirstName Team, Email.SignatureId emlsgn_…, Email.FooterId emlftr_…
    The saved template and tokens.
  3. Press Save.

Result

Cloud goes back to Membership Triggers. The next matching event uses the new values.

Change or remove it later

Do it from code

To change a trigger from code, send saveMembershipTrigger with viewId set to the trigger id and the whole trigger, as in Create a trigger (the read gives the action as thenAction; the save takes it as action). The client setup is on the Membership page. API: Get Membership Trigger · Save Membership Trigger

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