---
title:  🔫 Triggers Setup
slug: 🔫-triggers-setup
docTags: 
createdAt: 2020-04-21T20:35:23.000Z
---

## What are triggers?

⭐ Triggers are used to perform actions, like moving newly created leads/contacts into pipelines or campaigns, sending alerts to clients, and other actions.

⭐ The nature and specifics of the campaign will dictate what triggers need to be setup.

⭐Here is a list of trigger sets for client campaigns (see sub-pages under this page)

[$99 New Patient Triggers](docId\:Kgx-0VaV7th69fwT48kQG)

[Teeth Whitening for Life Triggers](docId\:M1ZkBd2mQkboLorRRhlu8)

## Copying Triggers

⭐ <font color="#0f1b32">When setting up a new campaign, you may have to copy over triggers from a more recent campaign depending on when the client was initially setup.</font>&#x20;

Start by going to the **triggers section** of either the **"Demo" account** or a **recent correct client account** that has the most updated triggers.



![](https://archbee-doc-uploads.s3.amazonaws.com/012rwvWGexFxOdPoUwp1X/USiIugkbZP1jGzuov74lH_image.png)

Here you'll see that there is a folder containing 8 triggers for the **Demo Dentist Campaign. Expand this folder to reveal the triggers contained in the folder.&#x20;**



![](https://archbee-doc-uploads.s3.amazonaws.com/012rwvWGexFxOdPoUwp1X/tkOx8Qat9YE-fMCYg7sbt_2020-04-21_16-20-50.gif)

Next we'll want to copy each one into our target new client trigger section.

Click **Edit** > **Duplicate** > **Delete "copy" from \[new trigger name]** > **Add target client in Location field**

****

![](https://archbee-doc-uploads.s3.amazonaws.com/012rwvWGexFxOdPoUwp1X/s5E8EmlkxiRrm-q11WuLs_2020-04-21_16-28-23.gif)

Continue this for all or the needed triggers you need to place into the target client.

## Organizing Triggers into Folders

Keep your triggers tidy but placing them into folders.

**Click the green "New Folder" button at the top of the triggers page**

![](https://archbee-doc-uploads.s3.amazonaws.com/012rwvWGexFxOdPoUwp1X/1-G_NpvCvC8Gh0J3zdmRr_2020-04-21_16-37-09.gif)

Next click on the Edit down arrow button and move the trigger to your folder. Repeat this for all the triggers should should go in your folder.



![](https://archbee-doc-uploads.s3.amazonaws.com/012rwvWGexFxOdPoUwp1X/9Dmfp3-9iKu4Ym_ggnIQP_2020-04-21_16-48-51.gif)