Triggered Content - Engagement Formats

Getting Started

"Triggered Content" (aka triggers) are terms we use to describe the text messages, emails, lessons, and other engagement formats that you setup in conveYour.

You get to choose when and how your engagement formats reach your audience. The content is "triggered" because you schedule it to go out at a certain time.

Check out Intro to Triggered Content to learn all about the different engagement formats of triggered-content ConveYour provides.

Creating Triggers

After you have set your campaign parameters, it's time to create your triggers. From the campaign's menu, select Triggers:

select triggers

From the triggers zone, choose Add New Content or Automation: Add New Content or Automation

You are presented with all trigger types. Choose the engagement format for your trigger:

Choose Engagement Format

NOTE: If you have lessons included with your ConveYour account your Add New Content or Automation will look like this. The engagement formats are all included as possibilities within a lesson. "Show Older Formats" will display all engagement formats as show above.


You select the engagement format you want - and then click on Yes to confirm. Or - click on Learn More to review how the trigger works, and use cases.

NOTE: If you have lessons included in your ConveYour, when you set up your trigger, you will be prompted to select a pre-built lesson, or you can select to build a lesson in "Pick a Lesson":


Learn more about Lessons

The short 4-minute video gives you an overview of setting up an engagement format trigger, and the text that follows offers the visual details provided in the video:

Other trigger options here include messaging formats, automation or integration with other software, and advanced options we use for webhooks. Please don't hesitate to ask us about these trigger options, and how they are used.

Other Trigger Formats

Triggered Content Process

Depending on the engagement format you selected, you will craft your questions or messaging, adding video content as needed, by following through with the steps for your specific engagement setup. When you select Guide Me, ConveYour walks you through the process for each type of engagement format, and prompts you for the type of content you need.

Guide Me

Step one in the process is to give your trigger a name.

Name Your Trigger

Give it a name, related to the type of engagement format you selected.

This is a short descriptive name for this piece of content. For interactive formats, this name is used as a label inside each participant's portal.

For non-interactive triggered content formats that do not use the participant's portal such as SMS messages, emails, and tagging contacts; this name just helps you easily remember what the content is for.


There are many ways to time the release of your triggered content. For a deeper explanation on timing and triggers, see information on timing with a demonstration video. Definitions provided below.

Release Immediately

There should be no wait for someone to receive this content.

On a Specific Day

Release your content ONLY on a specific date. People that are added to your group or campaign after this specific date will not have this content released to them. This is a great option for content that is tied to your calendar like event dates, holidays, etc.

Delay Release from Campaign Start Date

Use the Days Delay field to stagger the release of this content based on your campaigns Start On field. This is a good option for event/group based campaigns where you want everyone to be on the same page regardless of what time after the event they joined.

Delay Release from Join Date

Use the Days Delay field to stagger the release of this content based on when the participant joins the campaign. This is your typical drip campaign.

Learn more about drip campaigns and timing.

Automatically when someone matches this group.

This option is only available in triggered content setup under a group

Release your content to those that match your group initially, then send to each contact that matches your group thereafter. A contact will only receive this content once no matter how many times they pop in and out of this group.

Days Delay

OPTIONAL: Enter a number of days to stagger the release of your content based off a campaign start date or contact join date.

Start At

Set the time of day that you want your content to start releasing.

Run Days

List the days of the week this content should be sent/released for contacts that apply. By default all days of the week are eligible. This option will supercede the Timing option and Days Delay. You can put sat, Tuesday, Tues. Or even a single entry of weekdays or weekends.


Use this field if you are releasing two or more pieces of content on the same day with at the same exact time of day and you want to fine-tune the order of each piece of content. The higher the number put 1 for 1st, 2 for second, etc.

Banner Selection

OPTIONAL: This optional banner is used as a background image for your piece of interactive content. If you don't set a banner, your campaign's banner will be shown instead.

An example of a banner used with a poll engagement format:


Setting up individual banners for each engagement is a fun way to increase visual variety for your participants. However, it's totally optional. You can learn more tips on selecting great banners in banner setup. For now, you can choose one of the banners provided.


A group is totally optional! This group serves the exact same function that all groups do; that is filtering a ConveYour account’s contact database. You can also use a group to conditionally release content to your audience!

Learn More About Groups

Give it a Try!

Try setting up a simple campaign using a series of text (or SMS) messages. For example - what if you wanted to create a 14-day program, or 2 weeks to inspire change in behavior? Check out the help documentation on setting up an Easy SMS campaign

Test It Out!

After you have created your triggers, ConveYour offers a testing ground for you to see how your campaign and triggers display for the audience.

From the Campaign's menu, select Triggers. In the same zone where you create new content or automation, you can choose to Test It Out!

Test it out

Testing look and feel on a tablet: Testing interface