--- title: "Triggered Actions: Automate Engagement Effortlessly" description: Triggered Actions allow you to automate your marketing communication flows—no complex setup, no code, and no hassle. --- [Skip to content](https://help.datatalks.se/triggered-actions-automate-engagement-effortlessly#main-content) English Show submenu for translations [![Data-Talks-1](https://help.datatalks.se/hs-fs/hubfs/Data-Talks-1.png?width=200&height=100&name=Data-Talks-1.png)](https://datatalks.se/) Open main navigation Close main navigation - English Show submenu for translations - [Log in to the CDP](https://app.datatalks.se/) [Log in to the CDP](https://app.datatalks.se/) Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Data Talks CDP Help Center](https://help.datatalks.se/?hsLang=en) 2. [Segmentation](https://help.datatalks.se/segmentation?hsLang=en) 3. [Automated campaigns](https://help.datatalks.se/segmentation?hsLang=en#automated-campaigns) # Triggered Actions: Automate Engagement Effortlessly ## Triggered Actions allow you to automate your marketing communication flows—no complex setup, no code, and no hassle. ### What Triggered Actions are and how you can configure them? Triggered Actions are automatic messages that are sent the moment someone enters a segment. They are configured in the segment itself, under More Options / Trigger actions. It’s your “set it and forget it” tool for reacting to customer behavior or profile changes in real-time. 1. **Add Action**, e.g.: "Add Drag&Drop Email builder" ![Screenshot 2025-06-18 at 09.41.55](https://help.datatalks.se/hs-fs/hubfs/Screenshot%202025-06-18%20at%2009.41.55.png?width=485&height=439&name=Screenshot%202025-06-18%20at%2009.41.55.png) 2. **Configure campaign details**: similarly to creating an email campaign, you need to configure your campaign message. The only difference is that the target audience is already defined from the segment itself to which the Triggered Action will be assigned ![Screenshot 2025-06-18 at 12.59.49](https://help.datatalks.se/hs-fs/hubfs/Screenshot%202025-06-18%20at%2012.59.49.png?width=552&height=402&name=Screenshot%202025-06-18%20at%2012.59.49.png) 3. **Save as draft or set Triggered Action live**: if the "Is this Email Ready to be sent?" toggle is set to "No" and you save it, the Triggered Action will be saved as a draft. If the toggle is set to "Yes" and you save the changes and the segment itself, the Triggered Action will become active.  You can later on Toggle off the Triggered Action temporarily or permanently while keeping the segment running as well.  ![Screenshot 2025-06-18 at 12.57.39](https://help.datatalks.se/hs-fs/hubfs/Screenshot%202025-06-18%20at%2012.57.39.png?width=409&height=341&name=Screenshot%202025-06-18%20at%2012.57.39.png) **Example use cases:** - 🎂 **Birthday greetings** Automatically send an email to anyone entering the “Birthday Today” segment. - 🙌 **Welcome sequences** Greet new members with a series of messages right after signup. - 🎟️ **Follow-up after a ticket purchase** Say thank you, send reminders, or recommend related events. 💡 **Important to note:** in cases of targeting ever changing profile bases with a triggered message, such as people with birthday "today", the segment needs to specify the time attribute as well, e.g.: for a birthday campaign you need to make sure that the people who were part of the segment yesterday, are removed today at the segment recalculation, so they do not get the messages twice.  ### 🧩 Build Simple Sequences Triggered Actions also let you chain multiple steps together without needing a complicated workflow builder. ![Screenshot 2025-06-18 at 09.58.50](https://help.datatalks.se/hs-fs/hubfs/Screenshot%202025-06-18%20at%2009.58.50.png?width=499&height=836&name=Screenshot%202025-06-18%20at%2009.58.50.png) You can: 1. Send an email immediately 2. Wait a few days 3. Send a second email 4. Follow up with an SMS It’s perfect for straightforward flows like onboarding journeys, confirmation emails, or re-engagement messages. While not a full marketing automation suite, it covers a wide range of common needs effectively and with minimal setup. --- #### ✉️ Transactional Messages: For the Critical Touchpoints In addition to triggered actions (marketing messages), the CDP also supports **Transactional Messages** — messages that are sent in real time based on specific events. These are typically system-critical communications, such as: - ✅ **Double opt-in confirmations** - 🛒 **Order confirmations** - 📄 **E-ticket or invoice delivery** Unlike triggered actions, which are segment-based, transactional messages are immediate and tied directly to a user action or API event. The configuration of a Triggered Action can be done by CDP users, while configuring a Transactional Message requires the involvement of a Customer Success Manager.  --- Together, **Triggered Actions** and **Transactional Messages** give you both **flexibility and reliability** in your communication setup—ensuring the right message reaches the right person at the right time.   - [What’s New - Release Notes](https://help.datatalks.se/whats-new-release-notes?hsLang=en) - [Getting Started with Data Talks](https://help.datatalks.se/getting-started-with-data-talks?hsLang=en#main-content) - [Data Talks CDP – Web App](https://help.datatalks.se/getting-started-with-data-talks?hsLang=en#data-talks-cdp-web-app) - [Set Up Your Account](https://help.datatalks.se/getting-started-with-data-talks?hsLang=en#set-up-your-account) - [Email Sender Domain Settings](https://help.datatalks.se/getting-started-with-data-talks?hsLang=en#email-sender-domain-settings) - [AI Marketing Department](https://help.datatalks.se/ai-marketing-department?hsLang=en) - [Integrations](https://help.datatalks.se/integrations?hsLang=en#main-content) - [Outbound Integration](https://help.datatalks.se/integrations?hsLang=en#outbound-integration) - [Inbound Integration](https://help.datatalks.se/integrations?hsLang=en#inbound-integration) - [Manual File Uploads](https://help.datatalks.se/integrations?hsLang=en#manual-file-uploads) - [Data Management](https://help.datatalks.se/data-management?hsLang=en#main-content) - [Golden Record](https://help.datatalks.se/data-management?hsLang=en#golden-record) - [Data Exploration](https://help.datatalks.se/data-management?hsLang=en#data-exploration) - [Segmentation](https://help.datatalks.se/segmentation?hsLang=en#main-content) - [Segments](https://help.datatalks.se/segmentation?hsLang=en#segments) - [Automated campaigns](https://help.datatalks.se/segmentation?hsLang=en#automated-campaigns) - [Analytics](https://help.datatalks.se/analytics?hsLang=en#main-content) - [Out-of-the-box dashboards](https://help.datatalks.se/analytics?hsLang=en#out-of-the-box-dashboards) - [Custom Reports](https://help.datatalks.se/analytics?hsLang=en#custom-reports) - [Email & Mobile Messaging](https://help.datatalks.se/email-mobile-messaging?hsLang=en#main-content) - [Event Calendar](https://help.datatalks.se/email-mobile-messaging?hsLang=en#event-calendar) - [Email Builder](https://help.datatalks.se/email-mobile-messaging?hsLang=en#email-builder) - [SMS Sendout](https://help.datatalks.se/email-mobile-messaging?hsLang=en#sms-sendout) - [Viber Messaging](https://help.datatalks.se/email-mobile-messaging?hsLang=en#viber-messaging) - [WhatsApp Messaging](https://help.datatalks.se/email-mobile-messaging?hsLang=en#whatsapp-messaging) - [Content Library](https://help.datatalks.se/email-mobile-messaging?hsLang=en#content-library) - [Consent Handling](https://help.datatalks.se/consent-handling?hsLang=en) - [Loyalty](https://help.datatalks.se/loyalty?hsLang=en) [![Chill listening crop-3](https://help.datatalks.se/hs-fs/hubfs/Group-25.png?width=113&height=24&name=Group-25.png "Chill listening crop-3")](http://datatalks.se) Data Talks CDP Help Center Copyright © 2026, Data Talks AB