Defining the audience and trigger

To define your audience:

1. Click the option menu, then click Edit.

   

2. Click + Add Audience.

   

3. Choose the type of data source. You can select either:

   • Live Data Audience: For real-time engagement, such as tracking form submissions immediately.

   • Audience Data or Files: For pre-defined audience segments, like those who have previously interacted with similar forms.

   Note: In this example, we select Live Data Audience to capture real-time form submissions, so any new recipient filling out the form will immediately enter the triggered event.
   
   

4. You can add an optional note to inform others what this triggered event is for.

   

5. Click Apply.

Now that you have created your triggered event, Orbit automatically applies a schedule:

• After trigger schedule

  Used when the triggered event is based on a Live Data Audience. When a new recipient meets the condition, the triggered event runs according to this schedule.

• After build schedule

  Applied to triggered events based on an Orbit Audience or Files. This schedule runs after fresh data is ingested and matches the event conditions.

The next step is to set up the event action for the triggered event.

Creating the event action