CX Builder: System Trigger Action

CX Builder: System Trigger Action


What are System Trigger Action

Trigger Actions are the “response” part of the journey, actions automatically triggered when conditions in the journey are met. When a customer reaches a Trigger Action step, the system performs a predefined action. Trigger Actions are where automated engagement happens, supporting higher satisfaction and retention through consistent messaging and rewards.

Why It Matters?
This is where the engagement happens: automatically rewarding, informing, or reminding customers, leading to higher satisfaction and retention.

Example of System Trigger Action
  1. Issue a welcome voucher after signup
  2. Grant loyalty points for a specific behavior
  3. Send SMS, email, or push notification to thank the customer

Action Types in CX Builder
Type
Descipti
Create Task Scheduler
Creates a task for particular stores and users (Mobility only)
Execute Lucky Draw
Run the Lucky Draw game
Extend XCard Expiry Date
Extend the XCard expiry date by day
Send SMS
Sends an SMS to the customer
Send Email
Sends an email to the customer's registered email address.
Send Push Notification
Sends a push notification to the customer’s app (Xilnex Loyalty App only)
Send Email to Specified Email
Sends an email to an email address
Tag Customer
Adds one or more tags to the customer profile
Issue Voucher
Assigns a selected voucher to the customer’s account
Issue Voucher for Referrer
Assigns a selected voucher to the referrer's account
Issue Accumulate Points
Rewards a specific amount of points to the customer
Issue Accumulate Points for Referrer
Rewards a specific amount of points to the referrer's account
Issue Lifetime Points
Adds lifetime (tiering) points to the customer — used for tier level calculation, not spendable. Backend setup required
Issue XCard
Create an XCard to the customer's account
Increase Journey Counter
Increments a journey counter value for the customer, useful for tracking repeated actions
Top Up XCard Credit
Adds XCard credits to the customer’s XCard balance
Deduct XCard Credit
Deducts XCard credits from the customer’s XCard balance
Flush Accumulated Points
Removes all accumulated (but unused) points of the customer
Update Customer
Changes customer's first and last name
Update Customer Active Status
Marks the customer as active or inactive
Update Customer Type
Changes customer type
Update XCard Status
Sets the XCard status (e.g. Active, Expired, Suspended)
Join Achievement
Enrolls customer in Loyalty Achievement Campaign
Tag Customer
Add a tag to the customer





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