BNTouch Campaign Triggers: Add and Remove Rules Tutorial (2026)

Описание: In BNTouch, triggers are the rules that automatically add records to or remove records from marketing campaigns. This 5-minute tutorial walks through the campaign Triggers sub-tab and shows how to build, edit, and review triggers from inside a campaign.

In this video:
0:00 — What triggers do (auto-add/remove records from campaigns)
1:00 — Where to find Triggers in a campaign and how to add one
2:00 — Choosing the field, condition, and matching value
3:00 — Adding removal triggers so contacts exit the campaign at the right time
4:00 — Editing or deleting triggers + the Check DB Against Trigger button
5:00 — Centralized triggers view across all active campaigns

Triggers are how a borrower at preapproval automatically rolls into the right nurture, then exits when their status changes. Set them once, the CRM does the routing forever.

See campaign automation in action: https://bntouch.com/request-demo/