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Glossary
Glossary · T

What is a trigger campaign?

What types of triggers are there?

There are three types. Event-based triggers respond to something that happens in the core system: a reported claim, a contract being signed, a change of address. Time-based triggers depend on deadlines: a contract ending in 90 days, an anniversary, the end of a fixed-interest period. Behaviour-based triggers follow responses: a landing page visit without closing, or no response after seven days.

Trigger campaigns work because they match the occasion – the message arrives when the topic is relevant to the customer. A renewal notice shortly before the contract ends is helpful; the same notice at an arbitrary date is advertising like any other. To work, they need clean data, clear exit conditions and coordination with other campaigns so that the occasion is not lost in a flood of parallel messages.

In the PBM Campaign Platform, trigger campaigns run as always-on campaigns: events arrive from core systems via an interface and start the journey immediately; time-based occasions are mapped via dynamic, rolling segments – whoever meets the condition today starts today. Re-entry locks prevent the same occasion from triggering a customer more than once.

Motor insurance Example

A customer reports a motor claim. The core system passes the event on via an interface; the service journey starts immediately with a confirmation and the next steps. Once the claim has been settled, a short satisfaction question follows – a few days later.

Distinction

Distinctions: trigger campaign and related terms
TermDifference
Newsletter Fixed send date for all recipients
One-off campaign Addresses a fixed customer base once
Ongoing campaign Ongoing campaign; trigger campaigns are one form of it

Related terms

Related pages

Marc Zimmermann · CTO, PBM Personal Business Machine AG · Last updated: 25 Sep 2026

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