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Connect a trigger to your template to start sending

👣 Step Two - Trigger your transactional emails

Filters let you control exactly which patients receive your transactional emails.

How to use trigger filters

A handy list of things to check before you turn on your trigger

✅ Checklist - Turning on an automated recurring trigger

A quick reference of all triggers and what they are used for

📙 Glossary - All transactional email triggers and filters explained

If your trigger is misfiring, or failing to fire as you expect, here's our handy guided steps to troubleshooting

Trigger troubleshooting guide

Abbey Garland

Monique Clark

🔫 Email triggers

When I turn a trigger on, will it backdate and send to people retroactively?

I get an error message when I try to send a test transactional email

Having issues with a trigger? Here's the top setting mishaps that might cause trouble.

Cheat sheet: Trigger & Filter common misconfigurations

Patients are receiving multiple recalls in a short period

Common questions about transactional email triggers

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