Creating Triggers

Each Automated Process A sequence of two or more events, which are the step-by-step instructions that GoldMine evaluates to perform a defined series of activities. Also known as an Automated Process. event is processed based on a trigger. The trigger evaluates and, if the criteria is met, the event's action is performed and processing continues to the next event. Select one of these from the drop-down list and configure the associated settings:

Elapsed Days

Specify the number of days that must pass before the action is executed. GoldMine begins counting days as soon as the event immediately prior to the current event is triggered. If an event is the first event of the track, GoldMine begins counting days as soon as the event is attached to a Contact Record Standard unit of information in GoldMine that incorporates information, such as: name, company, phone, and address. It serves as the basis for all scheduled work, and acts as the central link between GoldMine’s Calendar and History by maintaining all past and pending events, related to the individual contact records in the GoldMine database.. You can also select Trigger A predefined condition in an Automated Process event that, when the condition is true, causes GoldMine to execute an action. Filter Sort condition used to select a subset of records from the entire database. and click Filter. The Expression Builder dialog box appears.

Detail Record

Specifies that the processing of an event’s action cannot be executed until a specified detail record, document link, other contact, or referral has been added to the Contact Record. Configure the following settings:

■ Click Options to configure the Detail Trigger dialog box.

■ Select Attempt trigger only once to branch to the next event whether or not the current event is triggered. If the current event is triggered, GoldMine executes the corresponding action, then continues to the trigger of the next event. However, if the event is not triggered, GoldMine skips the event, and continues to the trigger of the next event. For example, a track might include two events: Send a gift to contacts who make purchases over a specified dollar amount and print a thank-you letter to a contact who makes any purchase. Selecting Attempt to trigger only once enables GoldMine to print the thank-you letter for all purchases, regardless of the dollar amount.

History Activity

Specifies that the processing of the event’s action cannot be executed until a specified history record has been saved for the Contact Record. Configure the following settings:

■ Click Options to configure the History Trigger dialog box.

■ Select Attempt trigger only once to branch to the next event whether or not the current event is triggered. If the current event is triggered, GoldMine executes the corresponding action, then continues to the trigger of the next event. However, if the event is not triggered, GoldMine skips the event, and continues to the trigger of the next event. For example, a track might include two events: Send a gift to contacts who make purchases over a specified dollar amount and print a thank-you letter to a contact who makes any purchase. Selecting Attempt to trigger only once enables GoldMine to print the thank-you letter for all purchases, regardless of the dollar amount.

Scheduled Activity

Specifies that the processing of an event’s action cannot be executed until a selected activity type has been scheduled for the contact. Configure the following settings:

■ Click Options to configure the Schedule Activity dialog box.

■ Select Attempt trigger only once to branch to the next event whether or not the current event is triggered. If the current event is triggered, GoldMine executes the corresponding action, then continues to the trigger of the next event. However, if the event is not triggered, GoldMine skips the event, and continues to the trigger of the next event. For example, a track might include two events: Send a gift to contacts who make purchases over a specified dollar amount and print a thank-you letter to a contact who makes any purchase. Selecting Attempt to trigger only once enables GoldMine to print the thank-you letter for all purchases, regardless of the dollar amount.

Opportunity

Specifies that the processing of the event’s action cannot be executed until a specified opportunity record has been recorded for the Contact Record. Configure the following settings:

■ Click Options to configure the Opportunity Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale. Trigger dialog box.

■ Select Attempt trigger only once to branch to the next event whether or not the current event is triggered. If the current event is triggered, GoldMine executes the corresponding action, then continues to the trigger of the next event. However, if the event is not triggered, GoldMine skips the event, and continues to the trigger of the next event. For example, a track might include two events: Send a gift to contacts who make purchases over a specified dollar amount and print a thank-you letter to a contact who makes any purchase. Selecting Attempt to trigger only once enables GoldMine to print the thank-you letter for all purchases, regardless of the dollar amount.

Project

Specifies that the processing of the event’s action cannot be executed until a specified project record has been recorded for the Contact Record. Configure the following settings:

■ Click Options to configure the Project Involves a group working as a team to complete a long-term project that involves multiple component tasks. Trigger dialog box.

■ Select Attempt trigger only once to branch to the next event whether or not the current event is triggered. If the current event is triggered, GoldMine executes the corresponding action, then continues to the trigger of the next event. However, if the event is not triggered, GoldMine skips the event, and continues to the trigger of the next event. For example, a track might include two events: Send a gift to contacts who make purchases over a specified dollar amount and print a thank-you letter to a contact who makes any purchase. Selecting Attempt to trigger only once enables GoldMine to print the thank-you letter for all purchases, regardless of the dollar amount.

Disabled

Turns off the trigger condition setting for the selected event.