Triggers and Search

Updated 2 weeks ago by Max Smith-Gee


What are Triggers?

Simpo Triggers are an extremely powerful feature that allows you to control the "Who, Where, and How Often" a specific Simpo Tool is displayed to your end-users. Triggers give you more control and flexibility over your Audiences and how you interact with your end-users. With Triggers, you can create seamless user journeys and empower your end-users through in-app learning.

Using Triggers


When creating your Simpo Tools, you now have a new tab called TRIGGER which you can access once you have finished creating your content. If you click on TRIGGER you can now start tailoring Who, Where, and How Often you want to release your Simpo Tool.

Creating a Trigger


On the TRIGGER page, you can see our three prompting questions: Who, Where, and How Often. Who allows you to decide which user this Simpo Tool is for, Where allows you to decide where the Simpo Tool will be published, and How Often allows you to edit the frequency of when your content will be released to end-users.

If you de-select the "Trigger tool Automatically" this will then publish the Simpo Tool to 'no one'. The default Segment for everyone Simpo Tool is for everyone.

If you click on the Who option, you will then see the ability to start configuring the specific Segment of who you want to see this Simpo Tool:

From here you can use a Saved Segment (aka Global Segment) or you can create a Custom Segment where you have access to all of Simpo's Segment options.

If you select the Where option, you have the ability to decide where the Simpo Tool will be displayed to the end-user. You have the ability to do this by a specific URL Page or on a specific Element.

And finally, if you select the How Often option you can start editing the frequency of when you want the Simpo Tool to be published to end-users.

The HOW OFTEN trigger does not have an end-date so in order to stop the Simpo Tool from publishing, you will need to unpublish the Simpo Tool or edit the HOW OFTEN section.
PRO TIP: You can use any combination of WHO, WHERE, and HOW OFTEN in order to create the most valuable TRIGGER for your Simpo Tool

Reviewing the Trigger


Once you have created your TRIGGER, you are able to review your rules on the Summary page. The Summary will give you a description of your TRIGGER so you can easy understand the rules set and make any necessary changes in the future.

PRO TIP: You can use the LINK and CODE SNIPPET in order to share your Simpo Tools across any platform or connect Simpo Tool together!

You now also have the ability to edit how Simpo Tools appear in Search. You can now change WHO is able to find the Simpo Tool in the Search. You can also quickly add Additional Titles from the Search Tab.

Once you have reviewed the TRIGGER, you can then publish the Simpo Tool via the PUBLISH button.

If you have any questions or need further assistance please email us at support@simpo.com.


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