Every automation begins with a trigger — the event that kicks off the workflow. Pocket offers 13 trigger types, each designed for a specific scenario. Understanding what each trigger does and when it fires will help you build automations that activate at exactly the right moment.
signup
Fires when a new member joins your program.
This trigger activates the moment a customer signs up and becomes a member. Use it to kick off welcome workflows.
Example: Automatically send a welcome notification and give 50 bonus points when a new member joins.
pass_installed
Fires when a member installs their wallet pass.
This trigger activates when a member adds your pass to their Apple Wallet or Google Wallet.
Example: Reward members with bonus credit for installing the wallet pass, encouraging mobile engagement.
order_received
Fires when an order comes through a sales channel.
This trigger activates whenever a new order is received from any connected sales channel.
Example: Tag members who place their first order as "first-purchase" and send a thank-you notification.
balance_adjusted
Fires when a member's reward balance changes.
This trigger activates whenever a member's balance is increased or decreased, whether manually or through another automation.
Example: When a member's balance reaches a certain threshold, send a notification reminding them to redeem their rewards.
tier_changed
Fires when a member moves to a different tier.
This trigger activates when a member is upgraded or downgraded to a new tier level.
Example: Send a congratulations notification when a member is upgraded to Gold tier, along with bonus credit.
referral_signup
Fires when someone signs up via a referral link.
This trigger activates when a new member joins using another member's referral link.
Example: Automatically tag the new member as "referred" and send them a special welcome offer.
referral_reward
Fires when a referral reward is issued.
This trigger activates when the referring member earns their referral reward after a successful referral.
Example: Send a push notification to the referrer thanking them and letting them know their reward has been credited.
tag_added
Fires when a specific tag is added to a member.
This trigger activates when a designated tag is applied to a member's profile, whether manually or by another automation.
Example: When the "VIP" tag is added, send a notification about exclusive VIP perks and benefits.
tag_removed
Fires when a specific tag is removed from a member.
This trigger activates when a designated tag is removed from a member's profile.
Example: When the "at-risk" tag is removed, send a welcome-back notification to re-engage the member.
birthday
Fires on a member's birthday.
This trigger activates on the member's birthday each year. Requires that the member has a birthdate set in their profile.
Example: Send a happy birthday notification with a special birthday reward of bonus points or a discount.
anniversary
Fires on a member's membership anniversary.
This trigger activates on the anniversary of when the member first joined your program.
Example: Celebrate member loyalty by giving anniversary bonus credit and a thank-you notification each year.
inactivity
Fires after a specified number of days with no activity.
This trigger activates when a member has had no interactions (purchases, logins, etc.) for a configurable number of days.
Example: After 30 days of inactivity, send a "we miss you" notification with a re-engagement offer.
scheduled
Fires on a specific date/time or on a recurring schedule.
This trigger activates at a set date and time, or on a recurring basis (daily, weekly, monthly). Use it for time-based campaigns.
Example: Every Monday morning, send a weekly deals notification to all members.
Tips
You can only have one trigger per automation — choose the one that best matches the event you want to respond to
Some triggers require configuration (e.g., inactivity requires specifying the number of days, tag_added requires selecting which tag)
The birthday trigger only works for members who have a birthdate set — encourage members to complete their profile
Use tag_added and tag_removed triggers to chain automations together — one automation can add a tag that triggers another
The scheduled trigger is great for recurring campaigns like weekly promotions or monthly reward resets
Combine triggers with conditions in your automation to target specific segments — for example, trigger on order_received but only continue if the member is in the Gold tier