March 2, 2026

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CRM & Marketing Automation

Trigger Marketing: 7 Steps to Use It in Any Campaign

Trigger Marketing: 7 Steps to Use It in Any Campaign

What is trigger marketing?

Trigger marketing refers to the use of marketing automation software to perform a task as a result of an event, often an action taken by a prospect or customer.

When you hear about marketing automation, you often think of detailed diagram of emails sent to different segments, broken out by email engagement, drawing a line from lead to customer?

This has become the norm but there’s a flaw in this approach. It starts with the marketer’s timeline rather than the prospect’s.

The marketer sits down and defines what information the prospect will consume next, what actions the prospect will take next, and the path the prospect will take from becoming a lead to becoming a customer.

But if we’re honest with ourselves, we would admit that the world is not as straightforward as that.

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