Custom Rules allow you to perform Actions based on different global Triggers: when something happens in ManyChat — the following action will be performed.
- send a confirmation email or update contact details in your CRM as soon as subscriber's email address is changed
- send a birthday message to your subscriber or remind them about the upcoming event
- notify Admins when someone gets a particular Tag in one or multiple Flows
Custom Rules allow you to use the following Triggers:
- Date/Time based Trigger — this type is triggered at the set time or date and time (note that the trigger uses a subscriber's time zone).
- Tag applied - performs an Action when a particular tag is applied to a subscriber.
- Tag removed - performs an Action when a particular tag is removed.
- Subscribed to a Sequence — goes off when someone gets subscribed to a particular Sequence.
- Unsubscribed from a Sequence — goes off when someone gets unsubscribed from a particular Sequence.
- Custom Field value changed — performs an Action when the value of selected Custom User Field is changed.
- New subscriber — performs an Action when someone subscribed to the bot (not working for the re-subscribed users).
These Triggers allow you to perform all the Actions you have in the Action Step inside Flow Builder. The cool thing is you can create automatic events in ManyChat outside of your Flows, all the events will be performed globally.
Creating a Rule
To create a new Rule, go to Automations>Rules.
Create a New Rule. Done? Now select the desired Triggers and Actions. For example, let's subscribe them to a Sequence as soon as they get a Tag. You can apply this Tag in different Flows and everyone who gets it will get subscribed. Select your Trigger:
Select the Action that will be performed after the Tag was applied. You can perform this Action once per user or any number of times (you can set it above the Action group).
Save the Rule and activate it. It's working now! :) You can add several Triggers in one Rule. For example, you can perform an Action as soon as any of these Tags are applied. You can also create multiple Actions inside one Rule:
Some Triggers allow you to add conditions. I've set up a Zap event Action which sends a confirmation email to a subscriber as soon as their Custom Field value was changed. I added a Condition that will trigger this Action only for users who match this Condition - Subscribed before the particular date.
Date/Time based Trigger
This Trigger allows performing Actions based on Custom User Fields of Date/Date & Time types. You can also use system fields and perform an Action based on a subscription date or time of the last interaction with a bot. Here's how to set it up:
Select Date/Time based Trigger and define the time it will go off — at the exact date and time, before, or after the date from a Custom Field.
Select the desired Custom User Field (or the system one) from the drop-down menu.
And choose the time you want this Trigger to go off. You can use the time stored in the Custom Field or just select the exact time from the list.
New Action: Start a Flow
This Action sends Flows from your bot content. For example, you can send a Flow with birthday greetings on the day of a subscriber's birthday. Here's what the setup looks like.
Keep in mind that you need to check "This event repeats every year" checkbox to send messages at the date of their birthday, because this date will never happen in the future.