30 Mar 2023: Integrate with Huggingface.co
28 Mar 2023: Important changes to template categories
23 Mar 2023: Answer conversations on mobile
20 Mar 2023: Act on the user's last interaction
17 Mar 2023: Scan the list for unassigned chats
10 Mar 2023: Template with buttons in stacks
9 March 2023: More data in BigQuery!
16 Feb 2023: More possibilities for scheduling stacks
13 Feb 2023: Automatically mark messages as DONE
3 Feb 2023: Search with quick picks or date&time filters
17 Jan 2023: Add hyperlinks to Playbooks
11 Jan 2023: Export specific responses from Stacks
21 Nov 2022: A new look user interface!
18 Nov 2022: Build with feedback
13 Oct 2022: Reminders are in Beta!
11 Oct 2022: Building blocks
10 Oct 2022: New Turn.io Developer Docs
19 Sept 2022: More fields available in the Data Export API
15 Sept 2022: Shorter messages are better
13 Sept: Changes to the contact details API endpoint
7 Sept 2022: Stack improvements
1 Sept 2022: Learn to Build with Stacks.
19 Aug 2022: Better human support with Message Collections
18 Aug 2022: Deprecating Goals
17 Aug 2022: Build for your audience
16 Aug: Pick a date range
28 July 2022: Custom voice notes
14 July 2022: Get Stacking! Build more complex services.
4 July 2022: Faster insights
29 Jun 2022: Reminders are live!
8 Jun 2022: Track your conversations
3 May 2022: Reach out with Reminders
21 Apr 2022: Payments made easy!
3 Apr 2022: Follow up at an exact local time
20 Mar 2022: Small changes, big wins!
8 Mar 2022: Security enhancements
16 Feb 2022: Add resources to Playbooks and export Contacts
26 Jan 2022: Try out emojis in buttons, but no more 'templates' in sandboxes
5 Jan 2022: Use buttons in threads
23 Nov 2021: Button messages
2 Nov 2021: Playbooks Launch
20 Sept 2021: The end of Chatbase
9 Sept 2021: Data Export API
9 August 2021: Thread data export
22 June 2021: You know best!
21 June 2021: Sample content for templates
17 June 2021: Important security improvements
8 June 2021: Community Playbooks (Alpha)
18 March 2021: Improved billing transparency
17 March 2021: Share the amazing work you do
8 March 2021: Contextual replies and profile settings that suit you
22 Feb 2021: Button automation
18 Feb 2021: Updates to the fallback channel
17 Feb 2021: Contacts and labels data added to BQ
10 Feb 2021: Temporary limitations while we do a Search infrastructure upgrade
5 Feb 2021: Snappier and easier-to-use modals
3 Feb 2021: Add media to templates
27 Jan 2021: Add media or stickers to custom replies
21 Dec 2020: A last big release to celebrate the year
2 Dec 2020: Delete a template, get more insights and send stickers via the API
17 Nov 2020: Delete a user message
23 October 2020: Insights
19 October 2020: Hidden numbers by default
8 September 2020: Contact Profile
11 August 2020: Learn in Turn
3 August 2020: Add a list to your Exact match automations
30 July 2020: Manage your message template spend
15 July 2020: Data storage and rejection reasons
10 July 2020: WhatsApp profile and Login
What is an MAU (Monthly Active User)?
Can I use Turn.io in my country?
What is Turn.io?
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What is Google-backed?
Can I format content with bold, italics etc?
How to change our chat service display name?
My sandbox isn't working? How do I connect?
Can I attach more than one image, audio clip, video or document to a message?
My emoji trigger isn't working?
How do I extract data out of Turn.io?
Can I edit and/or delete a custom profile field?
What are 'goals'?
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How to work as a team
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Why is my video not sending?
How to setup subscription billing
What is the difference between a member and an admin?
How do I add other contact fields?
I found a bug..
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How are conversations charged?
Example of user-initiated vs business-initiated conversations
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Get a WhatsApp line: Step-by-step instructions, with a video
Your WABA application checklist
Display name guidelines
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Your Business Verification checklist
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How to use Turn.io
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How users engage with content
Structure and plan your content
Create your first menu
How to send custom replies
How to send custom voice notes?
How to add a button message
How to upload stickers
How to delete a message that a user sent?
The ABC of threads
How to create a thread
Different thread card types
How to add skip logic to your thread
How to use personalisation in threads
Start a thread when a user reply with a button.
Export your thread data
Create a sequential learning experience with Threads
Build and Stacks
What is Build? What are Stacks?
What can I do with the Alpha version of Build?
Where do I start with Build and Stacks?
Where do I find Stacks documentation?
Build for your audience
What to expect of Build while it is in Alpha?
How to set up basic automations
The available trigger types
The available action types
How to set up advanced automations
How to set up multiple language automation
How to set up a follow-up timer
Automation tips & tricks
Triggers explained: Message received STARTS WITH...
Triggers explained: Message received EXACTLY matches...
Triggers explained: Message received does NOT exactly match...
Triggers explained: Message received is a BUTTON PRESSED...
Triggers explained: Message received is from a specific COUNTRY...
Triggers explained: Message received is AUTOMATICALLY labelled...
Triggers explained: Message received from a specific CONTACT PROFILE......
How to send stickers in automation
How to set up a sequential content delivery experience using Automation and Custom Profile Fields
How to send 'Welcome back' message to returning users
Use a follow up timer based on local time
How to send or schedule a reminder?
How many people can I send Reminders to?
Contact search examples (alpha feature)
Understanding Reminders' statuses and stats
How to re-connect with users using message templates
Create and submit your template(s) for approval
Send message templates to users
How to add buttons to a template
How to add media to a template
Delete or copy a template
Search and Label
Collections, Assign and Roles
How to create and use collections
How to assign or share a conversation
Search for sent or received or all messages
How to add team members?
How to log in to your account
Overview of the Turn.io user interface
What is chat for impact?
The WhatsApp Business Platform
Three key rules of engagement
A closer look at the WhatsApp Business API
Understanding conversation-based pricing
Message types: Session vs. Template messages
Message template rules
Message template troubleshooting
Reasons why your template(s) gets rejected
You need opt-in to initiate messages
Human escalation path required
WhatsApp's quality rating and messaging limits
Examples of how to upgrade to the next tier
Important updates to template categories
Connect with your users on chat
Great ways of marketing your chat service
Use a ‘wa.me’ link and QR code to market your service
Get user consent in a WhatsApp conversation
Use automation to collect opt-in
Use the opt-in webform to collect user consent
Manage your online presence by updating your WhatsApp profile
Design an impactful solution
Create good chat service content
Varying interpretations of emoji
Changing behaviour is difficult. Here's some help!
Guiding and tracking
Set up a data connection to BigQuery
Understand your BigQuery data and queries
How to top up your 'available amount' for conversations?
Example queries for your data
Turn.io API documentation
Where do I find my credentials for the Message Template API?
How do I create message templates via the API?
Upload and send a sticker via the API
Replacing the Contact Export API
New to webhooks?
How to set up a RapidPro integration
Notify your team over email when someone needs urgent help
Getting data from the Contacts API endpoint
Una introducción a la WhatsApp Business API
Echar un vistazo más de cerca a la WhatsApp Business API
Tres reglas clave de participación
Tipos de mensajes: Mensajes de sesión versus plantilla
Necesita de adhesión para iniciar mensajes
Se requiere un proceso humano de escalamiento
Calificación de calidad y límites de mensajería de WhatsApp
Actualizaciones de los Términos de Servicio y la Política de Privacidad de WhatsApp
Table of Contents
- All Resources
- How to use Turn.io
- The available trigger types
The available trigger types
Updated by Pippa
Automations consist of triggers + actions. When you set up an automation, the first thing you need to do is select the trigger type.
To have impactful conversations at scale, you should use automation to take care of certain repetitive tasks. Our step-by-step guides show you how to set up basic automations or more advanced automations. In this article, we explain the different trigger types.
When setting up an automation the first step is to specify your trigger. The available options are:
- Message received
- Follow-up timer complete
What does all of this mean?
This trigger type considers the user's message.
You should know the following:
- Once you've selected the "Message Received" trigger, you'll be prompted to specify the criteria that your trigger will respond to. The criteria can be one or more of the following:
- The message received STARTS WITH
- The message received EXACTLY matches
- The message received DOES NOT exactly match
- The message received is from a specific COUNTRY
- The message received is AUTOMATICALLY labelled
- The message received is from a specific CONTACT PROFILE
It's important to be very clear about the behaviour your trigger will set off. To learn from examples that make it easy to understand click any of the links in the list above.
- Triggers are global.
This means you can only use a trigger once across your entire chat service. You can’t, for example, use the number “3” as a trigger in your main menu and use the same number for another message in a sub-menu.
Our article on how to set up a menu will help you structure your content so that it's easy to assign a unique trigger to each preloaded message you want to send.
This trigger type considers all your other automation rules and only triggers if the message is not handled by any other trigger.
You use a catchall trigger when you have a bot service and need to direct users back to your menu. Some people call it an error trigger because it will fire when a user wrong fully interacts with a bot.
You should know the following:
- Your catchall message should be informative to help users understand what the bot can assist them with and what not. Use it to direct them back to the available options / menu.
- Remember that users should always know where to find a human. WhatsApp calls it a clear human escalation path. It is advised to include details contact details etc. in this message.
- If you combine a language profile or country prefix trigger you can have different catchall messages for different languages or countries.
Follow-up timer complete
This trigger type considers the time elapsed since a user sent you a specific message. Think of it as a follow-up prompt to re-engage the user without using a template.
Read our article on how to setup a follow-up timer to learn how to do that in detail.
For now, you should know the following:
- The follow up timer enables you to schedule an automated message to a user within 24 hours after a specific interaction. Why do you want to do that? So that you can follow up with them on a behaviour they are expected to have completed in that time without having to use (and pay for) a message template.
That's the overview on trigger types. The great thing about Turn.io automation is that you can add multiple triggers and actions to deliver highly personalised conversations. Learn how to do this, step-by-step, in our advanced automation guide.
Once you have selected a trigger, you'll be prompted to select a subsequent action. Read more about the different types of actions available.