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:updatepermission on triggers.
Steps
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. Change what you need — the same fields as in Create a trigger:
PartWhat you changeExampleIf this
The event.
When registered
... then
The action and its recipients.
Email Addresses,
team@example.comTemplate Details
The template and the language.
New sign-upTemplate Tokens
The value of each token: type it, or pick it with the tag button.
Recipient.FirstName=TeamOrder, Name the trigger, Description
The trigger's own fields.
Order
1
The saved template and tokens. Press Save.
Result
Cloud goes back to Membership Triggers. The next matching event uses the new values.
Change or remove it later
Disable / Enable — Enable or disable a trigger.
Delete — Delete a trigger.
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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