Common Issues and Fixes: 

  1. Check the Email/SMS Content for Formatting Errors

    • Ensure there are no missing } or overuse of triple curly brackets {{{ }}} in your message templates.
    • Incorrect formatting of placeholders can break the email logic, causing the trigger to fail.

    Fix: Review your email content for proper syntax, especially around custom values like {{contact.first_name}}.

  2. Validate Custom Values

    • Ensure all custom values, especially links, are accurate and formatted correctly.
    • Incorrect or broken links can prevent the email from sending.

    Fix: Test the links and placeholders in your email templates to confirm they are valid and functional.

  3. Check the Email Addresses for Errors

    • Verify that all email addresses are formatted correctly. A common mistake is using commas instead of periods, e.g., test@gmail,com.

    Fix: Correct any invalid email addresses in your contact list before activating the trigger.

  4. Ensure the “From” Field is in a Valid Format

    • The From field must include a valid email address, not a company name or text string. For example, replace “ABC Company” with info@abccompany.com.

    Fix: Go to your workflow settings and update the From field to include a proper email address.

Pro Tips for Avoiding Trigger Issues

  • Test Your Triggers: Use test contacts to ensure workflows fire correctly before launching them.
  • Regularly Audit Data: Periodically check your contact list for formatting errors or invalid data.
  • Use Preview Options: Preview email templates to spot formatting issues before activating the workflow.

For more info on Agent CRM, visit our website: www.agent-crm.com

Learn More

Discover additional resources to make the most of Agent CRM:


Email, Triggers

Tagged in:

, , , , , , , , , , , , , ,