Cutting through the noise to reach people who actually want what you’re offering—that’s the holy grail, right? If you’re sick of chasing cold leads and want to spend more time on the ones that matter, this guide is for you. We’ll dig into how to build custom triggers in Trigify.io that actually surface high intent prospects. No fluff, no vague “growth hacks.” Just practical steps and real talk about what works.
Why Custom Triggers? (And Why Most Defaults Aren’t Enough)
Let’s get real: out-of-the-box triggers in most tools catch everyone and their dog. You get a flood of alerts for every page view or form fill, but most of it goes nowhere. The result? Alert fatigue and wasted time.
Custom triggers let you define exactly what “high intent” means for your business. Maybe it’s someone who:
- Visits your pricing page three times in a week
- Returns to your site after a demo
- Downloads a specific whitepaper and then checks out your customer stories
Whatever your buying signals are, you can build triggers that catch those moments. Less noise, more action.
Step 1: Get Clear on “High Intent” for Your Business
Before you mess with any settings, nail down what actually counts as high intent. This isn’t about copying what some SaaS influencer tweeted—it’s about your real buyers.
Questions to ask: - Which actions do prospects take right before they buy or book a call? - Where do your best-fit customers spend time on your site? - What patterns show genuine interest vs. curiosity?
Common high intent signals: - Multiple visits to pricing or demo pages - Returning to the site from the same device/IP - Interacting with comparison or case study content - Filling out advanced forms (not just newsletter signups) - Engaging with sales emails (opening, clicking, replying)
Pro tip: Pull up data from your best deals last quarter. What did those folks do online before they became customers? That’s your starting point.
Step 2: Map Out the Data You’ll Need
Custom triggers are only as good as the data you feed them. If your site tracking is spotty, expect spotty results.
Checklist: - Make sure Trigify.io’s tracking is properly installed on all key pages. - Identify which actions you can actually detect (e.g., button clicks, downloads, returning visits). - Check if you’re capturing UTM parameters, referrers, or account IDs—these help with personalization.
If you’re not sure what’s being tracked, run a test: visit your own site, fire off a few actions, and see what shows up in your Trigify.io dashboard. If it’s missing, fix your tracking before building triggers.
Step 3: Log In and Head to the Trigger Builder
Assuming tracking is good to go, log into Trigify.io and find the “Triggers” or “Automation” section (the UI changes sometimes, but it’s usually in the main nav).
- Click “Create New Trigger” or similar.
- Give it a straightforward name—something like “Pricing Page Repeat Visits” beats “Q3 Strategic Pipeline Initiative.”
Pro tip: Be specific. You’ll thank yourself in a few months when you have a dozen triggers running.
Step 4: Build Your Trigger Logic
Now for the meat of it. This is where you tell Trigify.io exactly what you’re looking for.
Start with the core event. For example: - “Visited /pricing page” - “Downloaded ‘ROI Calculator’ PDF” - “Submitted demo form”
Add conditions to filter noise. Example conditions: - Number of visits over a time period (“at least 3 times in 7 days”) - Source (“came from LinkedIn ad”) - Account type (“company size > 50 employees”) - Exclude internal IPs or test accounts
Example:
WHEN Page = /pricing AND Visits in last 7 days >= 3 AND Company Industry = SaaS THEN Trigger: “High Intent Pricing Interest”
Don’t overcomplicate. Start with one or two “must have” actions. You can always add more detail later if you’re getting too many (or too few) hits.
Step 5: Choose What Happens Next (Actions)
A trigger without an action is just a silent alarm. Decide how you want to follow up:
- Send an alert (Slack, email, SMS) to your sales team
- Add the contact to a workflow (nurture sequence, CRM, retargeting)
- Assign to an owner (so someone’s accountable to act)
- Tag or segment the prospect for future campaigns
Real talk: Don’t send every trigger straight to sales—if you do, they’ll ignore them after the first few duds. Consider routing “maybe” signals to a nurture sequence and reserving alerts for the strongest intent.
Step 6: Test Before You Trust
Before you open the floodgates, trigger some test runs. Use dummy data or run through the behavior yourself.
- Did the right action fire?
- Did the alert go to the right person or channel?
- Can you see the trigger history in your dashboard?
Tweak as needed. Nine times out of ten, your first try will be too broad and catch junk leads. Don’t sweat it—just tighten the criteria.
Step 7: Monitor, Adjust, and Ignore the “Perfect” Trigger Myth
No trigger is perfect out of the gate. Watch how many alerts you get, how many turn into real conversations, and—most importantly—how many become customers.
What to watch for: - Too many false positives? Add more filters, or require multiple actions. - Not enough alerts? Loosen the rules or add more qualifying actions. - Sales ignoring alerts? Ask why—maybe the signals aren’t strong enough, or the alerts are too frequent.
Ignore: Fancy “AI-predicted intent” features unless you have real proof they work for your audience. Most of the time, your own logic based on real customer behavior will beat black-box algorithms.
What Actually Works: Lessons from the Trenches
- Laser-focus on real buying signals. Don’t get distracted by vanity metrics (like “time on site” or “clicked a random link”).
- Keep your triggers simple at first. You can always make them more complex, but it’s a pain to untangle spaghetti logic later.
- Talk to your sales team. If they’re not acting on the alerts, you’re not actually surfacing high intent leads.
- Don’t chase every shiny new integration. Stick to what you can track and act on reliably.
A Quick Example: Building a “Hot Prospect” Trigger
Let’s say your best prospects: - Visit the pricing page more than once - Download a deep-dive case study - Come in from a competitor comparison blog post
Your trigger logic might look like:
WHEN (Visited /pricing >= 2 times in 14 days) AND (Downloaded “Enterprise Case Study”) AND (Landing URL contains “/compare/competitor”) THEN Notify: Sales Team – “Hot Prospect: [Name/Company]”
Route these straight to your top rep. For weaker signals (just a pricing page visit), maybe send a softer follow-up sequence instead.
Wrapping Up: Keep It Simple, Iterate Fast
Custom triggers in Trigify.io are powerful when you use them to target the right signals. Don’t fall for the idea that you need a hundred complicated rules. Start with a few triggers, see what actually moves the needle, and adjust as you go.
Stay focused on what real buying intent looks like for you. Ignore the noise, keep your triggers tight, and don’t be afraid to tweak or kill ones that aren’t working. Less is more, and done is better than perfect.