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Version: 2026.2

ActionTrigger Service: Customer Automation Rules

CMF's ActionTrigger service automates customer-related actions based on rules. Every rule consists of one or more triggers, a condition, and one or more actions.

Customer automation rulesCustomer automation rulesCustomer automation rules

CMF ships the following triggers, conditions, and actions.

Triggers

  • New Customer Activity: a new customer activity is added for a customer.
  • Segment Building: the segment building process is running.
  • Cron: fires based on the configured cron definition. See Cron Jobs for the required setup.
  • [Targeting] Segment Tracked: fires when a segment is tracked via Pimcore targeting. See Personalization for details.
  • [Targeting] Assigned Target Group: fires when a target group is assigned via Pimcore targeting. See Personalization for details.

Conditions

  • Activities Count of Type X: the customer has a certain number of activities of a certain type.
  • Customer: applies the rule only for a specific customer.
  • Customer Segment: applies the rule only for customers with a specific segment assigned.
  • [Targeting] Tracked Segments Count: checks how often the segment that issued the trigger was tracked. See Personalization for details.
  • [Targeting] Check Weight of Assigned Target Group: checks the weight of the target group that issued the trigger. See Personalization for details.
  • Customer Field: applies the rule only for customers with a specific value in a given field.

Combine conditions with AND, OR, AND NOT, and brackets.

Actions

  • Add Segment: adds a segment to the customer. Optionally removes all other segments of the same group, increases the segment application counter, and supports an action delay (run the action a set amount of time after the trigger and condition matched). You can also make the action respect the customer object's profilingConsent attribute.
  • Change Customer Field Value: changes the value of a field on the customer object. Supports an action delay.
  • [Targeting] Add Tracked Segment: adds the segment tracked by the trigger to the current customer. Optionally removes all other segments of the same group, increases the segment application counter, and supports an action delay and profilingConsent handling. See Personalization for details.
  • [Targeting] Add Target Group Segment: adds the segment linked to the target group that issued the trigger. Optionally removes all other segments of the same group, increases the segment application counter, and supports an action delay. See Personalization for details.
  • Send Mail: sends an email, to the customer by default. Use placeholders for customer object fields in the email document's path to send different emails, for example based on language. Supports an action delay and profilingConsent handling. See Personalization for details.

To add custom triggers, conditions, or actions, see Extending the Customer Management Framework.