Trigger

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.

Available trigger types

1. User action

Use this trigger when you want to start a journey based on specific user behaviour or activity.

Step 1: Selecting an event

Use this trigger when you want to start a journey based on specific user behavior or activity.

How it works:

1. Click Add a trigger and select User action.

2. Choose from a list of events that have been setup on Sortment. For example, Ride Completed, User Sign Up, etc.

3. 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.”

4. 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.

Business event

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.

How it works:

1. Select Business event as the trigger type.

2. Pick an event from the list — such as Sale Announcement, Referral Events, or any other event added to Sortment.

3. Apply filters to determine which users should be enrolled for this journey.

4. 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.

Scheduled

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.

Setup steps:

• 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.

Audience entry or exit

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.

Setup steps:

• 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.

Other journey

Trigger a journey from another journey using the Add to journey block.

Use case: Create modular journeys and move users across flows.

Setup:

• 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.