If a pipeline or campaign is edited, each trigger will need to be checked and options reselected in order for them to work!

In the example below, we copied over a campaign and had to edit the campaign and pipeline. Because of this we need to go through each of the triggers and update / reselect some dropdown items to make sure everything works properly.

continue this process for the remainder of the triggers in the campaign.

Trigger Activation & Editing

$99 New Patient Triggers

Prime Local Software Setup

Create New Account

Load Appropriate Snapshot

Setup the Clients Location and Information.

Setup Email Domain - Agency Settings1

Setup Phone Number

Integrate with Google & Facebook

Setup Custom Values

Reputation Setup

User Setup

✔ Account Setup

Step 1.1a - Update Campaign Settings

Step 1.1a - Funnel Path Cleanup

Step 1.1 - Copy over the Funnel

Step 1.2 - Color Changes & Logo Swap

Step 1.3 - Coupons Left Script

Step 2 - Color Changes & Logo Update

Step 2 - Copy Form, Options & Integration

 Custom Values for Funnel

Step 3 - Funnel Scripts

Step 4.1 - Send Leads to Google Sheets

Step 4.2 - Send Leads to Google Analytics

Setting Up Funnel Reporting

🛢Campaign Funnel Setup

⚙ Custom Values

🚿 Pipeline Setup

Teeth Whitening for Life Triggers

 🔫 Triggers Setup

📲 Editing Campaign Sequences

Call Swapping (Website)

Creating a Number Pool (Website)

☎Call Tracking Setup

🧪 Testing Campaign & Live

Trigger Activation & Editing

Editing Triggers