How to Target Payment Plan Options within Your Contact Triggers

Problem

You want a contact trigger to be sent only to members on specific payment plans or payment plan options.

Resolution

1. Open the trigger

   • Click Add Trigger, or Edit an existing trigger.

2. Enable payment plan targeting

   • Scroll down to the Payment Plans section and tick the Enabled? box.
     • Enabled?: select this to limit the payment plans that this trigger is sent to.
     • All Options?: select this to apply the trigger to all payment plan options.

3. Select the payment plan options

   • In Selected Payment Plan Options, move the options you want from Unselected values to Selected values:
     • To target every option within a specific payment plan: click Select All next to the payment plan's name, then click the right arrow.
     • To target one specific payment plan option: highlight that option and click the right arrow. It moves to the right-hand side.

Notes

• Related: Targeting an Age Range within your Contact Triggers; Example Email Triggers.

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