New Customer™
Define when this trigger should start, stop, escalate or require owner review.
- Trigger source
- Required condition
- Safe start rule
- Stop rule
- Audit record
Customer Trigger Builder™
Customer activity triggers powered by Industry Core Intelligence™.
DCME Customer Trigger Intelligence™
Customer Trigger Builder™
Customer activity triggers powered by Industry Core Intelligence™.
Customer triggers turn behaviour, history and timing into controlled follow-up.
Trigger design must be simple, controlled, reportable and safe before it connects to live business data.
Triggers start automation.
Conditions protect accuracy.
Stop rules prevent damage.
Reports prove what happened.
The KISS Trigger Rule™
Every trigger must answer four simple questions before it goes live.
Dormant Customer™
Define when this trigger should start, stop, escalate or require owner review.
- Trigger source
- Required condition
- Safe start rule
- Stop rule
- Audit record
Repeat Customer™
Define when this trigger should start, stop, escalate or require owner review.
- Trigger source
- Required condition
- Safe start rule
- Stop rule
- Audit record
Marketing Consent™
Define when this trigger should start, stop, escalate or require owner review.
- Trigger source
- Required condition
- Safe start rule
- Stop rule
- Audit record
Why It Matters
Good triggers make automation reliable. Bad triggers create duplicate SMS, wrong reminders, customer confusion and owner risk.
Automation starts with the trigger.
A workflow is only as safe as the event that starts it. Trigger rules must know the source, customer, order, service, status, timing and required stop conditions.
The owner’s question
What exact business event should start this workflow, and what condition must be true before the action is allowed?
Common Trigger Mistakes
These mistakes cause unsafe automation and customer frustration.
No Stop Rule
The same customer can receive duplicate messages.
Wrong Source
The trigger starts from the wrong status or wrong system event.
No Consent Check
Marketing or SMS can run without the correct permission rule.
No Timing Rule
The action fires too early, too late or too often.
No Owner Approval
Sensitive triggers run without manager control.
No Audit Trail
Nobody can see what triggered, when it ran or why it stopped.
Interactive Intelligence™
Inner trigger modules following the Accounting format and structure.
Module
Order Trigger Builder™
Start automation when an order is created, updated, ready, overdue or collected.
ModuleCustomer Trigger Builder™
Start automation from customer type, activity, dormant status or marketing eligibility.
ModulePayment Trigger Builder™
Start automation from unpaid orders, payment links, account terms and overdue balances.
ModuleRoute Trigger Builder™
Start automation from route assignment, driver pickup, delivery proof and ETA status.
ModuleLocker Trigger Builder™
Start automation from locker drop-off, QR release, failed access and locker full status.
ModuleException Trigger Monitor™
Start escalation when a workflow fails, stalls, duplicates or needs owner review.
SOP Intelligence™
Trigger SOPs keep automation safe, explainable and reviewable.
FREE
Trigger Design SOP™
Define source, condition, action and stop rules before automation goes live.
LOW COSTTrigger Safety SOP™
Prevent duplicates, unsafe timing and incorrect customer communication.
LOW COSTTrigger Review SOP™
Review fired triggers, failed triggers, blocked triggers and owner escalations.
Industry University™
Trigger knowledge becomes owner, manager and automation training.
Customer Trigger Builder™ Training
Plain-English training for owners and managers using trigger-based automation.
Why train this?
Triggers are the start of every automated process. Staff and owners must understand what starts, stops and escalates each workflow.
Trigger module ready for owner review.
Use this module to control automation starts before connecting live provider data, SMS, customer, route, locker and payment systems.
SourceConditionStop RuleConsentEscalationAudit Trail
Trusted Source Notes
Trigger automation should respect customer consent, privacy, payment, employment and operational compliance rules.
Important: This page is operational education and does not replace professional advice.