Trigger
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Every journey in sortment starts with a trigger—this is the condition that determines when a user enters the journey. Without a trigger, the journey doesn’t run. Think of it as the starting gate that opens when certain criteria are met.
As shown in the image above, when creating a new journey, you’re first prompted to set a trigger using the sidebar on the right. You can pick from various trigger types depending on the goal of your journey.
Use this trigger when you want to start a journey based on specific user behaviour or activity.
Use this trigger when you want to start a journey based on specific user behavior or activity.
Click Add a trigger and select User action.
Choose from a list of events that have been setup on Sortment. For example, Ride Completed, User Sign Up, etc.
Optionally, you can filter users based on properties. For example: “Start this journey only if the number of rides with low rating is less than 3.”
Decide if you want users to re-enter this journey by enabling the Re-entry option.
This trigger is ideal for behaviour-based automations — like sending a message after a ride is completed, or triggering a follow-up if a user has had a negative experience.
Use this trigger to start a journey based on business events like Sale announcement. This allows you to trigger a journey for a common set of people based on some action that happens somewhere else.
Select Business event as the trigger type.
Pick an event from the list — such as Sale Announcement, Referral Events, or any other event added to Sortment.
Apply filters to determine which users should be enrolled for this journey.
Enable Re-entry if you want users to go through this flow more than once.
This is especially useful for campaign-like journeys or recurring flows based on transactional or funnel-related events.
Use this trigger to start journeys on a recurring schedule — perfect for batch campaigns or regular touch-points.
Example use case: Push a reminder Email every friday for weekend-only offers.
Select Scheduled as the trigger.
Choose a recurring schedule: Daily, Weekly, or Monthly.
Specify the day and time (e.g., 5th of every week at 8:00 PM).
Apply filters to determine which users should be enrolled.
Enable Re-entry if this journey should recur for the same users over time.
Trigger a journey when users enter or exit a dynamic audience segment.
Example use case: Send a message when a user qualifies for a loyalty tier or drops out of an active user segment.
Click add a trigger and select Audience entry or exit.
Choose whether to start a journey when users Enter audience or Exit audience.
Define the audience using filters (e.g., users with a specific property).
Set a refresh frequency (e.g., monthly at 12:00 AM) to re-evaluate audience eligibility.
Enable Re-entry if users should re-enter the journey when they re-qualify.
Trigger a journey from another journey using the Add to journey block.
Use case: Create modular journeys and move users across flows.
In a separate journey, use the Add to journey block to send users here.
This journey will receive those users.
Apply filter for incoming users if required.
Enable Re-entry to allow users to revisit this journey if re-sent from another.
