Profile triggers automatically send an email based on the value of a date/time field in the profile. You cannot create a trigger without having an associated date/time field to control when the trigger action is performed.  You can create triggers based on profile fields for individual companies at the company level but creating a trigger on the profile means the trigger will automatically be set for any company that is assigned to the profile.

Company profile triggers are useful in many situations, such as when a buyer company needs to know when important certifications are nearing expiration. By setting a trigger to send an email notification a certain number of days or months prior to the expiration data at the profile level, you can ensure that the right people are notified in a timely manner.

Company Profile Triggers List

Contract Triggers are listed in the left pane and information about the currently selected trigger is displayed in the right pane. Use these buttons to create and modify triggers.

: Opens the Company Email Trigger page with fields for setting up when and how the trigger is launched and who will receive the notification.

: Opens the trigger properties page for the currently selected trigger.

: Deletes the currently selected trigger.

: Toggle for Enabling and Disabling a Trigger