5.1 Trigger Settings

Triggers are an extremely powerful tool, and allow you to automate many aspects of your business. Have an action automatically occur when a specified event occurs. For example, automatically deactivate a member's account when their membership fee is declined, send an e-mail message X days after a member joins, upgrade a member once they've recruited X members, and so on.

You can create and manage triggers through the Setup->Trigger Settings menu. At the bottom of the page who can select which trigger type you would like to create:

There are several different types of triggers you can create, which are explained in the below table:

Trigger Type	Description
Database Modification	Used for general database actions, such as when members are created / deleted, when their member type changes, and so on.
Genealogy Modification	Used for modifications to the downline, such as when a downline position is created / deleted, and when a member fills their matrix.
Downline Size Modification	When a member's downline size reaches a certain number of members. For example, when a member has recruited a certain number of members, or when their total downline has become so large.
Specific Transaction Added	When a specific transaction is processed, that you created through the Transaction->Transaction Settings menu.
Transaction Type Added	When one of the internal transaction types is added to the database, such as any membership fee transaction, and commission fee transaction, and so on.
Transaction Balance Modification	When the total transactions on a member's account, or the accounts of their upline / downline reach a certain level. Useful for things such as, upgrading a member once they've earned a certain amount in commission.
Other	When members have been in the database for a certain number of days after joining. Useful for things such as trial memberships, and sending automated follow up messages to new members.

Select the type of trigger you would like to create, and submit the form. The first section on the next page asks for general information on the trigger, and looks like:

Complete the section shown above with the following information:

Field	Description
Trigger Name	This can be anything you wish, and is used to identify the trigger throughout the software.
Add Trigger Only Once	If yes, the trigger will only be executed against each member once. This is useful for things such as, adding commission once a member recruits X people, because otherwise, the trigger would be executed every time the member recruited someone, since they would always meet the condition of the trigger. If you select no, the trigger will always execute once the condition has been met. This is useful for things such as, adding commission every time a membership fee is approved.
Trigger Interval	Generally this field is always left blank, but allows you to specify how often the trigger can be executed against each member. This is useful for things such as, giving a commission bonus every 30 days, as long as a member continues to have a certain downline size.

The second section on this page asks for the condition information of the trigger. Every time the condition occurs within the software, the trigger will automatically execute and perform the needed action. Each trigger contains different condition information, as explained below:


Database Modification

Asks for information on what action occurred against the member, and looks like:

Complete the section shown above with the following information:

Field	Description
Condition	The condition that occurred against the member
Member Status	The status the member must be, in order for the trigger to execute.
Member Type	The type the member must be, in order for the trigger to execute.

Using the above image as an example, the trigger will automatically execute every time a Gold member is deactivated, regardless of what the member's status is.


Genealogy Modification

This sections asks for information on what action must occur to the genealogy in order for the trigger to execute, and looks like:

Complete the section shown above with the following information:

Field	Description
Condition	The condition that occurred within the genealogy
Member Type	The type the member must be, in order for the trigger to execute.
Program Structure	The program structure that the condition must occur in, for the trigger to execute.

Using the above image as an example, the trigger will automatically execute every time a Gold members fills their matrix in the "Main Program" program structure.


Downline Size Modification

Asks for various information on the member's downline, and what requirement it must meet in order for the trigger to execute. This section looks like:

Complete the section shown above with the following information:

Field	Description
Condition	The condition the member's downline must meet, in order for the trigger to execute
Member Type	The type the member must be, in order for the trigger to execute. Using the above image as an example, this trigger will only execute against free members.
Program Structure	Only required if you select "Total Program Structure" or "Specific Downline Position" for the "Count Type" field. The member's downline of this program structure must meet the condition in order for the trigger to execute, regardless of what downline the member has in other program structures.
Number of Members	The size the member's downline must meet, in order for the trigger to execute.
Downline Member Type	Optional, but allows you to specify what member type is checked for the trigger. Using the above image as an example, the trigger will only count Gold members in the downline.
Count Type	What portion of the member's downline to check. If you select "Total downline" the trigger will include the member's entire downline, including all program structures. If you select "Total program structure", the trigger will only include the member's downline of the selected program structure, but will include all phases the member has in that program structure. For example, if you have a recycling matrix, a member may have more than one downline position in the same program structure. If you select "Specific downline position", the trigger will only check each individual downline position in the selected program structure, instead of all downline positions combined.

Using the above image as an example, the trigger will automatically execute when a Free member has personally recruited three Gold members. The trigger will combine all downline positions of the Free member, regardless of the program structure.


Specific Transaction Added

Asks for information on what transaction must be added in order for the trigger to be executed, and looks like:

Complete the section shown above with the following information:

Field	Description
Transaction ID	The transaction that must be added to a member's account in order for the trigger to be executed.
Transaction Status	The status the transaction must be, in order for the trigger to execute.
Execute Trigger	This is only applicable for recurring transactions, and allows you to specify which transactions the trigger should be executed for. You can specify only the first transaction, only recurring transactions, or not the first transaction, but all recurring transactions.

Using the above example, the trigger will automatically execute when the ID# 109 transaction is approved. The trigger will only execute for the first transaction, and not any recurring transactions.


Transaction Type Added

Asks for information on the transaction that must be added in order for the trigger to execute, and looks like:

Complete the section shown above with the following information:

Field	Description
Transaction Type	The type of transaction that must be added, in order for the trigger to be executed.
Transaction Status	The status the transaction must be, in order for the trigger to execute.
Execute Trigger	This is only applicable for recurring transactions, and allows you to specify which transactions the trigger should be executed for. You can specify only the first transaction, only recurring transactions, or not the first transaction, but all recurring transactions.

Using the above image as an example, the trigger will automatically execute every time a membership fee transaction is approved, regardless if it's the first transaction, or a recurring transaction.


Transaction Balance Modification

This section asks what condition the member's transaction account must meet in order for the trigger to execute, and looks like:

Complete the section shown above with the following information:

Field	Description
Condition	The condition that must occur, in order for the trigger to execute.
Member Type	The type the member must be, in order for the trigger to be executed.
Program Structure	This is only required if you select the total amount of transactions added to the upline or downline for the condition. This specifies which program structure to take the upline or downline from.
Amount	The total amount in transactions the account(s) must meet in order for the trigger to execute.
Transactions	Check all transactions you would like included in the amount checked. The trigger will use the total combined amount of all checked transactions added to the appropriate account(s).

Using the above image as an example, the trigger will automatically execute when the total combined amount of ID# 103, 104, and 105 transactions added to a Gold member's account exceeds $150.


Other

This section asks for information on after how many days a member has been in the database the trigger should execute, and looks like:

Complete the section shown above with the following information:

Field	Description
Condition	There is only one condition available, allowing you to create a trigger which executes after a member has been in the database a certain number of days.
Member Status	The status the member must be, in order for the trigger to execute.
Member Type	The type the member must be, in order for the trigger to execute.
Number of Days	The number of days the member must be in the database, in order for the trigger to execute.
Execute Trigger	On which members to execute the trigger against. If you select only after a member first joins, the trigger will execute after the specified number of days after the member first joins, if the member matches the status and member type specified. If you select any time after a member has been modified, the trigger will execute after the member has been the specified status and member type for the specified number of days.

Using the above image as an example, the trigger will automatically execute 30 days after a Gold member joins.


Action to Perform

At the bottom of the page, there's a select box asking for an action to perform when the condition if fulfilled and the trigger is executed. There are several different actions that can be performed, which are explained in the table below.

Action	Description
No Action (dummy trigger)	No action will be performed when this trigger is executed. Instead, this is mainly used for things such as sending notifications when the trigger is executed.
Change member status	Change a member's status.
Change member type	Change a member's type. You can also select whether or not to add sign up commissions when the member type is upgraded.
Delete member	Delete a member from the database, exactly the same as the Database->Delete Member menu does. You can also specify how to refund commission previously added to the member's upline.
Activate member	Activate a member, exactly as you would through the Database->Activate Member menu. You can also specify whether or not to add sign up commissions to the member's upline.
Deactivate member	Deactivate a member, exactly as you would through the Database->Deactivate Member menu.
Add downline position(s)	Add a member into the selected program structure(s) under their placement sponsor. This places a member into the downlines, exactly as if they just joined.
Delete downline position(s)	Delete all of the member's downline positions in the selected program structures.
Change default program structure	Change the member's default program structure, so the new program structure will become the main one they are filling. This is useful for things such as, automatically advancing a member to another matrix after they have filled the previous one.
Add specific transaction	Process a specific transaction against the member's account, exactly as you would through the Transaction->Add Transaction menu.
Change placement sponsor	Change a member's placement sponsor, exactly as you would through the Genealogy->Change Sponsor menu, option #1.

Select the action you would like automatically performed when the trigger executes, and the next page will ask for any required information regarding the specific action. Once you have created a trigger, it will immediately begin to execute when the specified condition is fulfilled.