Custom rules allow you to perform actions based on different global triggers: when something happens to a user in ManyChat - the following actions will be executed.
For example:
- Send a confirmation email or update the contact information in the CRM after the subscriber's email address changes;
- Send birthday messages to your subscribers or remind them of upcoming events;
- Notify the administrator when someone receives a specific tag in one or more flows.
Custom rules allow you to use the following triggers:
– Date/time-based triggers - At the set time or date and timeTriggerThis type (note that this trigger uses the subscriber's time zone).
– Apply tag - Perform actions when a specific tag is applied to a subscriber.
– 13. Remove Tag – DeletePerform actions when a specific tag is deleted.
– 19. Subscribe to Sequence - Trigger when someone subscribes to a specific sequence.
– Unsubscribe from sequence - Trigger when someone unsubscribes from a specific sequence.
– Custom field value has changed- Perform actions when the value of the selected “custom user field” changes.
– New subscriber -When someone subscribes to the roaming device (not applicable to re-subscribing users), execute the “action”.
These triggers allow you to perform all actions in the “action” steps within Flow Builder. The great thing is that you can create automated events in ManyChat outside of Flows, and all events will execute globally.
Create Rules
To create a new rule, go to Automation => Rules.
Create a new rule. Now select the desired trigger and action. For example, let's subscribe them to a sequence immediately after obtaining a tag. You can apply this tag to different flows, and everyone who receives this tag will be subscribed. Select the trigger:
Choose the action to be executed after the application code. You can perform this actionOnce, for each userorAn unlimited number of times (You can set its action group above).
Save the rule and activate it. You can add multiple triggers in one rule. For example, you can execute actions once any of these tags are applied. You can also create multiple actions within one rule:
Some triggers allow you to add conditions. I have set up a Zap event action that will immediately send a confirmation email to subscribers after its “custom field” value changes. I added a condition that only triggers for users matching that condition - subscribed before a specific date.
Date/time-based triggers
This trigger allows actions to be executed based on custom user fields of date/date and time type. You can also use system fields and execute actions based on the subscription date or time of the last interaction with the bot. Here's how to set it up:
Select a date/time-based trigger and define its closing time - before, after, or on the exact date and time in the “custom field”.
Choose the desired “custom user field” (or system field) from the dropdown menu.
And select the time you want this trigger to close. You can use the time stored in the “custom field” or select the exact time from the list.
New Action: Start Flow
This action comes from your roaming device content flow. For example, you can send a flow with birthday greetings on the subscriber's birthday. This is how it is set up.
-Please remember to check the “Repeat this event every year” checkbox to send messages on their birthday, as that date will never occur again in the future.
-Also note that the same rule will trigger once for the same subscriber within 30 seconds, in case the same rule can be triggered multiple times in a very short period.
–It should also be noted that if you apply the rule trigger to users through the “Bulk Actions” tab in the “Audience” section, the rules will not be triggered. This is to avoid triggering thousands of rules simultaneously, which can easily overload your chatbot.
