Glossary for PJA Triggers, Events, and Filters

Purpose

This article lists each Partner Journey Automation (PJA) Trigger, corresponding Events, and Filters available in the feature.

Introduction

Partner Journey Automation (PJA) is a reactive automation engine that smoothly onboards and educates new partners into the Allbound platform. Simple-to-use and powered by triggers and actions, PJA makes collaboration... Allbound easy. A PJA workflow consists of one trigger and can have multiple actions.

As you create PJA workflows, Triggers will be especially important. A Trigger defines the action that your partner user does (or does not do) in your portal that “Triggers” your workflow action.

With Triggers, you can also add an optional filter(s) to a workflow. Applying Trigger filters allow you to focus your workflow to specific audiences or event attributes. Multiple filters can be applied to your Trigger and you can define if the filters have an “and” or “or” relationship. The list of filters is dependent on the event and therefore will differ slightly.

"User Has" Events

• Submitted a form
• Registered
• Updated profile
• Logged in
• Registered a company
• Updated a company
• Registered a deal
• Updated a deal
• Created MDF Request
• Updated MDF Request
• Completed a learning track
• Created a prospect page
• Passed a quiz
• Co-branded content
• Viewed content
• Completed a certification

"User Has" Events and Filters Table

Event	Available Filters
(User Has) "Submitted a form"	Form Source User Group Name Form Source User Created Form Source User Updated Form Source User Status Form Source User Can Request MDF Form Source User Email Form Source User Job Title Form Source User CRM ID Form Source User Primary User Role Form Source User Primary Company Partner Role Form Source User Primary Company Created Form Source User Primary Company Updated Form Source User Primary Company Status Form Source User Primary Company Partner Type Form Source User Primary Company Partner Tier Form Source User Primary Company Partner Region Form Source User Primary Company Partner Industry Form Source User Primary Company Company Name Form Source User Primary Company Company Website Form Source User Primary Company Company Phone Number Form Source User Primary Company Street Address Form Source User Primary Company Address Line 2 Form Source User Primary Company City Form Source User Primary Company State/Province Form Source User Primary Company Zip/Postal Code Form Source User Primary Company Country Form Source User Primary Company Display in Partner Locator Form Source User Primary Company Update Company Logo Form Source User Primary Company Partner Locator Description Form Source User Primary Company CRM ID Form Source User Primary Company Account Type Form Source User Primary Company Points YTD
(User Has) "Registered" and "Updated Profile" and "Logged In"	User Group Name User Created User Updated User Status User Can Request MDF User Email User Job Title User CRM ID User Primary User Role User Primary Company Partner Role User Primary Company Created User Primary Company Updated User Primary Company Status User Primary Company Partner Type User Primary Company Partner Tier User Primary Company Partner Region User Primary Company Partner Industry User Primary Company Company Name User Primary Company Company Website User Primary Company Company Phone Number User Primary Company Street Address User Primary Company Address Line 2 User Primary Company City User Primary Company State/Province User Primary Company Zip/Postal Code User Primary Company Country User Primary Company Display in Partner Locator User Primary Company Update Company Logo User Primary Company Partner Locator Description User Primary Company CRM ID User Primary Company Account Type User Primary Company Points YTD
(User Has) "Registered a Company" and "Updated a Company"	Company Created Company Updated Company Status Company Partner Tier Company Partner Type Company Partner Region Company Partner Industry Company Company Name Company Company Website Company Company Phone Number Company Street Address Company Address Line 2 Company City Company State/Province Company Zip/Postal Code Company Country Company Display in Partner Locator Company Update Company Logo Company Partner Locator Description Company CRM ID Company Account Type Company Points YTD
(User Has) "Registered a Deal" and "Updated a Deal"	Deal Owner Group Name Deal Created Deal Updated Deal Rep Registering Deal Deal Deal Name Deal Status Deal Distributor Company Name Deal Company Name Deal Website Deal First Name Deal Last Name Deal Customer Title Deal Phone Number Deal Email Deal Street Address Deal Address Line 2 Deal City Deal State/Province Deal Zip/Postal Code Deal Country Deal Industry Deal Prospect Region Deal Lead Notes Deal Estimated Amount Deal Estimated Close Date Deal Notes to Partner Deal Owner Created Deal Owner Updated Deal Owner Status Deal Owner Can Request MDF Deal Owner Email Deal Owner Job Title Deal Owner CRM ID Deal Owner Primary User Role Deal Owner Primary Company Partner Role Deal Owner Primary Company Created Deal Owner Primary Company Updated Deal Owner Primary Company Status Deal Owner Primary Company Partner Type Deal Owner Primary Company Partner Tier Deal Owner Primary Company Partner Region Deal Owner Primary Company Partner Industry Deal Owner Primary Company Company Name Deal Owner Primary Company Company Website Deal Owner Primary Company Company Phone Number Deal Owner Primary Company Street Address Deal Owner Primary Company Address Line 2 Deal Owner Primary Company City Deal Owner Primary Company Zip/Postal Code Deal Owner Primary Company Country Deal Owner Primary Company Display in Partner Locator Deal Owner Primary Company Update Company Logo Deal Owner Primary Company Partner Locator Description Deal Owner Primary Company CRM ID Deal Owner Primary Company Account Type Deal Owner Primary Company Points YTD Deal Distributor Partner Role Deal Distributor Created Deal Distributor Updated Deal Distributor Status Deal Distributor Partner Type Deal Distributor Partner Tier Deal Distributor Partner Region Deal Distributor Partner Industry Deal Distributor Company Website Deal Distributor Company Phone Number Deal Distributor Street Address Deal Distributor Address Line 2 Deal Distributor City Deal Distributor State/Province Deal Distributor Zip/Postal Code Deal Distributor Country Deal Distributor Country Display in Partner Locator Deal Distributor Update Company Logo Deal Distributor Partner Locator Description Deal Distributor CRM ID Deal Distributor Account Type Deal Distributor Points YTD
(User Has) "Created MDF Request" and "Updated a MDF Request"	MDF Requester Group Name MDF Created MDF Submitter MDF Updated MDF Request Status MDF Name of Event MDF Proof of Performance Status MDF Request Type MDF Amount Granted MDF Denied Reason MDF Event POP 1 MDF Event POP 2 MDF Event POP 3 MDF Demand Generation POP 1 MDF Demand Generation POP 2 MDF Advertising POP 1 MDF Advertising POP 2 MDF Event Type MDF Event Date MDF Demand Generation Type MDF Campaign Start Date MDF Campaign End Date MDF Advertising Type MDF Advertising Frequency MDF Advertising Start Date MDF Advertising End Date MDF Amount Requested MDF Description MDF Requester Created MDF Requester Updated MDF Requester Status MDF Requester Can Request MDF MDF Requester Email MDF Requester Job Title MDF Requester CRM ID MDF Requester Primary User Role MDF Requester Primary Company Partner Role MDF Requester Primary Company Created MDF Requester Primary Company Updated MDF Requester Primary Company Status MDF Requester Primary Company Partner Type MDF Requester Primary Company Partner Tier MDF Requester Primary Company Partner Region MDF Requester Primary Company Partner Industry MDF Requester Primary Company Company Name MDF Requester Primary Company Company Website MDF Requester Primary Company Company Phone Number MDF Requester Primary Company Street Address MDF Requester Primary Company Address Line 2 MDF Requester Primary Company City MDF Requester Primary Company State/Province MDF Requester Primary Company Zip/Postal Code MDF Requester Primary Company Country MDF Requester Primary Company Display in Partner Locator MDF Requester Primary Company Update Company Logo MDF Requester Primary Company Partner Locator Description MDF Requester Primary Company CRM ID MDF Requester Primary Company Account Type MDF Requester Primary Company Points YTD MDF Owner Created MDF Owner Updated MDF Owner Status MDF Owner Can Request MDF MDF Owner Email MDF Owner Job Title MDF Owner CRM ID MDF Owner Primary User Role MDF Owner Primary Company Partner Role MDF Owner Primary Company Created MDF Owner Primary Company Updated MDF Owner Primary Company Status MDF Owner Primary Company Partner Type MDF Owner Primary Company Partner Tier MDF Owner Primary Company Partner Region MDF Owner Primary Company Partner Industry MDF Owner Primary Company Company Name MDF Owner Primary Company Company Website MDF Owner Primary Company Company Phone Number MDF Owner Primary Company Street Address MDF Owner Primary Company Address Line 2 MDF Owner Primary Company City MDF Owner Primary Company State/Province MDF Owner Primary Company Zip/Postal Code MDF Owner Primary Company Country MDF Owner Primary Company Display in Partner Locator MDF Owner Primary Company Update Company Logo MDF Owner Primary Company Partner Locator Description MDF Owner Primary Company CRM ID MDF Owner Primary Company Account Type MDF Owner Primary Company Points YTD MDF Owner Group Name
(User Has) "Completed a learning track"	Content Source User Group Name Content Source User Created Content Source User Updated Content Source User Status Content Source User Can Request MDF Content Source User Email Content Source User Job Title Content Source User CRM ID Content Source User Primary User Role Content Source User Primary Company Partner Role Content Source User Primary Company Created Content Source User Primary Company Updated Content Source User Primary Company Status Content Source User Primary Company Partner Type Content Source User Primary Company Partner Tier Content Source User Primary Company Partner Industry Content Source User Primary Company Partner Region Content Source User Primary Company Company Name Content Source User Primary Company Company Website Content Source User Primary Company Company Phone Number Content Source User Primary Company Street Address Content Source User Primary Company Address Line 2 Content Source User Primary Company City Content Source User Primary Company State/Province Content Source User Primary Company Zip/Postal Code Content Source User Primary Company Country Content Source User Primary Company Display in Partner Locator Content Source User Primary Company Update Company Logo Content Source User Primary Company Partner Locator Description Content Source User Primary Company CRM ID Content Source User Primary Company Account Type Content Source User Primary Company Points YTD
(User Has) "Created a prospect page," "Passed a quiz," "Co-branded content," and "Viewed content"	Content Source User Group Name Content Title Content Source User Created Content Source User Updated Content Source User Status Content Source User Can Request MDF Content Source User Email Content Source User Job Title Content Source User CRM ID Content Source User Primary User Role Content Source User Primary Company Partner Role Content Source User Primary Company CreatedContent Source User Primary Company Updated Content Source User Primary Company Status Content Source User Primary Company Partner Type Content Source User Primary Company Partner Tier Content Source User Primary Company Partner Industry Content Source User Primary Company Partner Region Content Source User Primary Company Company Name Content Source User Primary Company Company Website Content Source User Primary Company Company Phone Number Content Source User Primary Company Street Address Content Source User Primary Company Address Line 2 Content Source User Primary Company City Content Source User Primary Company State/Province Content Source User Primary Company Zip/Postal Code Content Source User Primary Company Country Content Source User Primary Company Display in Partner Locator Content Source User Primary Company Update Company Logo Content Source User Primary Company Partner Locator Description Content Source User Primary Company CRM ID Content Source User Primary Company Account Type Content Source User Primary Company Points YTD
(User Has) "Completed a Certification"	Certification Source User Group Name Certification Source User Created Certification Source User Status Certification Source User Updated Certification Source User Can Request MDF Certification Source User Email Certification Source User Job Title Certification Source User CRM ID Certification Source User Primary User Role Certification Source User Primary Company Partner Role Certification Source User Primary Company Created Certification Source User Primary Company Updated Certification Source User Primary Company Status Certification Source User Primary Company Partner Type Certification Source User Primary Company Partner Tier Certification Source User Primary Company Partner Region Certification Source User Primary Company Partner Industry Certification Source User Primary Company Company Name Certification Source User Primary Company Company Website Certification Source User Primary Company Company Phone Number Certification Source User Primary Company Street Address Certification Source User Primary Company Address Line 2 Certification Source User Primary Company City Certification Source User Primary Company Zip/Postal Code Certification Source User Primary Company Country Certification Source User Primary Company Display in Partner Locator Certification Source User Primary Company Update Company Logo Certification Source User Primary Company Partner Locator Description Certification Source User Primary Company CRM ID Certification Source User Primary Company Account Type Certification Source User Primary Company Points YTD

"User Has Not" Events

*Note: in the portal, the grayed-out events are coming soon and are being worked on by Allbound's engineering team

• Submitted a form
• Logged in
• Registered a deal
• Updated a deal
• Updated MDF request
• Completed a learning track
• Created a prospect page
• Co-branded content
• Viewed content
• Completed a certification

"User Has Not" Events and Filters Table

Event	Available Filters
(User Has Not) "Submitted a form"	Form Source User Group Name Form Source User Created Form Source User Updated Form Source User Status Form Source User Can Request MDF Form Source User Email Form Source User Job Title Form Source User CRM ID Form Source User Primary User Role Form Source User Primary Company Partner Role Form Source User Primary Company Created Form Source User Primary Company Updated Form Source User Primary Company Status Form Source User Primary Company Partner Type Form Source User Primary Company Partner Tier Form Source User Primary Company Partner Region Form Source User Primary Company Partner Industry Form Source User Primary Company Company Name Form Source User Primary Company Company Website Form Source User Primary Company Company Phone Number Form Source User Primary Company Street Address Form Source User Primary Company Address Line 2 Form Source User Primary Company City Form Source User Primary Company State/Province Form Source User Primary Company Zip/Postal Code Form Source User Primary Company Country Form Source User Primary Company Display in Partner Locator Form Source User Primary Company Update Company Logo Form Source User Primary Company Partner Locator Description Form Source User Primary Company CRM ID Form Source User Primary Company Account Type Form Source User Primary Company Points YTD
(User Has Not) "Registered a Deal," "Logged in," "Created a prospect page," "Co-branded content," "Viewed content,"	User Group Name User Created User Updated User Status User Can Request MDF User Email User Job Title User CRM ID User Primary User Role User Primary Company Partner Role User Primary Company Created User Primary Company Updated User Primary Company Status User Primary Company Partner Type User Primary Company Partner Tier User Primary Company Partner Region User Primary Company Partner Industry User Primary Company Company Name User Primary Company Company Website User Primary Company Company Phone Number User Primary Company Street Address User Primary Company Address Line 2 User Primary Company City User Primary Company State/Province User Primary Company Zip/Postal Code User Primary Company Country User Primary Company Display in Partner Locator User Primary Company Update Company Logo User Primary Company Partner Locator Description User Primary Company CRM ID User Primary Company Account Type User Primary Company Points YTD
(User Has Not) "Updated a Deal"	Deal Owner Group Name Deal Created Deal Updated Deal Rep Registering Deal Deal Deal Name Deal Status Deal Distributor Company Name Deal Company Name Deal Website Deal First Name Deal Last Name Deal Customer Title Deal Phone Number Deal Email Deal Street Address Deal Address Line 2 Deal City Deal State/Province Deal Zip/Postal Code Deal Country Deal Industry Deal Prospect Region Deal Lead Notes Deal Estimated Amount Deal Estimated Close Date Deal Notes to Partner Deal Owner Created Deal Owner Updated Deal Owner Status Deal Owner Can Request MDF Deal Owner Email Deal Owner Job Title Deal Owner CRM ID Deal Owner Primary User Role Deal Owner Primary Company Partner Role Deal Owner Primary Company Created Deal Owner Primary Company Updated Deal Owner Primary Company Status Deal Owner Primary Company Partner Type Deal Owner Primary Company Partner Tier Deal Owner Primary Company Partner Region Deal Owner Primary Company Partner Industry Deal Owner Primary Company Company Name Deal Owner Primary Company Company Website Deal Owner Primary Company Company Phone Number Deal Owner Primary Company Street Address Deal Owner Primary Company Address Line 2 Deal Owner Primary Company City Deal Owner Primary Company Zip/Postal Code Deal Owner Primary Company Country Deal Owner Primary Company Display in Partner Locator Deal Owner Primary Company Update Company Logo Deal Owner Primary Company Partner Locator Description Deal Owner Primary Company CRM ID Deal Owner Primary Company Account Type Deal Owner Primary Company Points YTD Deal Distributor Partner Role Deal Distributor Created Deal Distributor Updated Deal Distributor Status Deal Distributor Partner Type Deal Distributor Partner Tier Deal Distributor Partner Region Deal Distributor Partner Industry Deal Distributor Company Website Deal Distributor Company Phone Number Deal Distributor Street Address Deal Distributor Address Line 2 Deal Distributor City Deal Distributor State/Province Deal Distributor Zip/Postal Code Deal Distributor Country Deal Distributor Country Display in Partner Locator Deal Distributor Update Company Logo Deal Distributor Partner Locator Description Deal Distributor CRM ID Deal Distributor Account Type Deal Distributor Points YTD
(User Has Not) "Updated MDF Request"	MDF Requester Group Name MDF Created MDF Submitter MDF Updated MDF Request Status MDF Name of Event MDF Proof of Performance Status MDF Request Type MDF Amount Granted MDF Denied Reason MDF Event POP 1 MDF Event POP 2 MDF Event POP 3 MDF Demand Generation POP 1 MDF Demand Generation POP 2 MDF Advertising POP 1 MDF Advertising POP 2 MDF Event Type MDF Event Date MDF Demand Generation Type MDF Campaign Start Date MDF Campaign End Date MDF Advertising Type MDF Advertising Frequency MDF Advertising Start Date MDF Advertising End Date MDF Amount Requested MDF Description MDF Requester Created MDF Requester Updated MDF Requester Status MDF Requester Can Request MDF MDF Requester Email MDF Requester Job Title MDF Requester CRM ID MDF Requester Primary User Role MDF Requester Primary Company Partner Role MDF Requester Primary Company Created MDF Requester Primary Company Updated MDF Requester Primary Company Status MDF Requester Primary Company Partner Type MDF Requester Primary Company Partner Tier MDF Requester Primary Company Partner Region MDF Requester Primary Company Partner Industry MDF Requester Primary Company Company Name MDF Requester Primary Company Company Website MDF Requester Primary Company Company Phone Number MDF Requester Primary Company Street Address MDF Requester Primary Company Address Line 2 MDF Requester Primary Company City MDF Requester Primary Company State/Province MDF Requester Primary Company Zip/Postal Code MDF Requester Primary Company Country MDF Requester Primary Company Display in Partner Locator MDF Requester Primary Company Update Company Logo MDF Requester Primary Company Partner Locator Description MDF Requester Primary Company CRM ID MDF Requester Primary Company Account Type MDF Requester Primary Company Points YTD MDF Owner Created MDF Owner Updated MDF Owner Status MDF Owner Can Request MDF MDF Owner Email MDF Owner Job Title MDF Owner CRM ID MDF Owner Primary User Role MDF Owner Primary Company Partner Role MDF Owner Primary Company Created MDF Owner Primary Company Updated MDF Owner Primary Company Status MDF Owner Primary Company Partner Type MDF Owner Primary Company Partner Tier MDF Owner Primary Company Partner Region MDF Owner Primary Company Partner Industry MDF Owner Primary Company Company Name MDF Owner Primary Company Company Website MDF Owner Primary Company Company Phone Number MDF Owner Primary Company Street Address MDF Owner Primary Company Address Line 2 MDF Owner Primary Company City MDF Owner Primary Company State/Province MDF Owner Primary Company Zip/Postal Code MDF Owner Primary Company Country MDF Owner Primary Company Display in Partner Locator MDF Owner Primary Company Update Company Logo MDF Owner Primary Company Partner Locator Description MDF Owner Primary Company CRM ID MDF Owner Primary Company Account Type MDF Owner Primary Company Points YTD MDF Owner Group Name
(User Has Not) "Completed a learning track"	Content Source User Group Name Content Source User Created Content Source User Updated Content Source User Status Content Source User Can Request MDF Content Source User Email Content Source User Job Title Content Source User CRM ID Content Source User Primary User Role Content Source User Primary Company Partner Role Content Source User Primary Company Created Content Source User Primary Company Updated Content Source User Primary Company Status Content Source User Primary Company Partner Type Content Source User Primary Company Partner Tier Content Source User Primary Company Partner Industry Content Source User Primary Company Partner Region Content Source User Primary Company Company Name Content Source User Primary Company Company Website Content Source User Primary Company Company Phone Number Content Source User Primary Company Street Address Content Source User Primary Company Address Line 2 Content Source User Primary Company City Content Source User Primary Company State/Province Content Source User Primary Company Zip/Postal Code Content Source User Primary Company Country Content Source User Primary Company Display in Partner Locator Content Source User Primary Company Update Company Logo Content Source User Primary Company Partner Locator Description Content Source User Primary Company CRM ID Content Source User Primary Company Account Type Content Source User Primary Company Points YTD
(User Has Not) "Completed a Certification"	Certification Source User Group Name Certification Source User Created Certification Source User Status Certification Source User Updated Certification Source User Can Request MDF Certification Source User Email Certification Source User Job Title Certification Source User CRM ID Certification Source User Primary User Role Certification Source User Primary Company Partner Role Certification Source User Primary Company Created Certification Source User Primary Company Updated Certification Source User Primary Company Status Certification Source User Primary Company Partner Type Certification Source User Primary Company Partner Tier Certification Source User Primary Company Partner Region Certification Source User Primary Company Partner Industry Certification Source User Primary Company Company Name Certification Source User Primary Company Company Website Certification Source User Primary Company Company Phone Number Certification Source User Primary Company Street Address Certification Source User Primary Company Address Line 2 Certification Source User Primary Company City Certification Source User Primary Company Zip/Postal Code Certification Source User Primary Company Country Certification Source User Primary Company Display in Partner Locator Certification Source User Primary Company Update Company Logo Certification Source User Primary Company Partner Locator Description Certification Source User Primary Company CRM ID Certification Source User Primary Company Account Type Certification Source User Primary Company Points YTD

If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.

Also, please refer to these articles to further learn about Partner Journey Automation:

• A Guide to PJA Merge Tags (& Glossary)
• How to Create Partner Journey Automation Workflows
• How to Create Partner Journey Automation Workflow Actions
• How to Create Partner Journey Automation Workflow Triggers
• How to Manage Partner Journey Automation Workflows
• How to Create Automated Slack Notifications with Zapier
• How to Create Webhooks for PJA
• Best Practices for Partner Journey Automation