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Set Up Campaign Enrollment Triggers

For account admins and owners

We've updated Campaigns with a more flexible enrollment trigger system. You can now enroll contacts automatically based on real events, whether that's being added to a Call Loop list, submitting a form in a third-party app, or triggering a webhook from any external platform.

Instead of managing separate campaigns for every contact source, you can now combine multiple triggers into one campaign, keeping your account cleaner and your messaging more consistent.en.


Types of enrollment triggers

When setting up a campaign, you can choose from the following trigger types:

Call Loop list Traditional

Enroll contacts when they are added to a specific Call Loop list. This is the classic way to use campaigns and works exactly as it always has.

Third-party app events

Connect an external app such as MailChimp and trigger enrollment when a specific event occurs, like a form submission. Make sure to map the correct phone number field so Call Loop can reach your contacts.

Webhooks

Any platform that supports webhooks can trigger a Call Loop campaign. When the event fires, the contact is automatically enrolled. Supported platforms include Shopify, ClickBank, Zapier, CRM systems, ecommerce platforms, and custom applications.

How webhooks work: each campaign in Call Loop generates a unique webhook URL. You copy that URL and add it to the event trigger in your external app. When the event occurs, that app sends the contact's information to Call Loop, and enrollment happens automatically.


Common use cases for event-triggered campaigns

Event triggers work best at high-intent customer moments. Some of the most effective examples include:

  • Abandoned cart reminders

  • Post-purchase thank you messages

  • Shipping and delivery notifications

  • Customer win-back campaigns

  • Loyalty and VIP rewards

  • Review and referral requests

  • Product launches or flash sales


Creating a new campaign

  1. Go toCampaignsin the left navigation and clickNew.

  2. Rename your campaign to something descriptive, for example, "New Customer Campaign."

  3. In the enrollment section, clickAdd enrollment trigger.


Setting up an enrollment trigger

For a Call Loop list or third-party app

  1. ClickAdd triggerinside the modal.

  2. UnderApps, select the app you want to use, for example, Call Loop or MailChimp.

  3. Set theEvent, for example, "Contact added to a list" or "Form submitted."

  4. Select the specific list or form, then map any required fields such as the phone number field.

  5. ClickApply, thenSave.

For a webhook

  1. Open or create a campaign in Call Loop.

  2. Locate theWebhook Enrollment URLin the campaign settings and copy it.

  3. Go to your external platform (e.g., Shopify, ClickBank) and paste the URL into the event trigger you want to use.

  4. Trigger a test event from your external app to confirm the contact is enrolled and the campaign begins.

Tip: always test your webhook before going live. Trigger a test event from your external platform and confirm the contact appears in your campaign.


Adding multiple triggers to one campaign

You can stack multiple triggers on a single campaign. For example, you could enroll contacts from a Call Loop list and from a MailChimp form submission at the same time. All of them enter the same message sequence, with no duplicate campaigns needed.

To add another trigger, go back to the enrollment modal and click Add trigger again.


Additional campaign settings

Allow contacts to re-enter after completion

By default, a contact only goes through a campaign once. Enable this if you want them to re-enter the next time a trigger fires.

Stop the campaign on contact responseNew

When enabled, the campaign stops sending messages if a contact replies. Both settings are optional and can be toggled based on your needs.

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