Membership Triggers Overview for the Workflow Builder
In this article, you will learn more about the membership triggers within the Workflow builder.
Step 1: What are the Membership Trigger Options?
- Category Started: Runs when a category of specific products starts
- Category Completed: runs when a category of specified product gets completed
- Lesson Started: Runs when a lesson starts
- Lesson Completed: Runs when a lesson gets completed
- Membership New Sign Up: A customer/lead subscribed for membership
- Offer Access Granted: Runs when access to the offer is granted
- Offer Access Removed: Runs when access to the offer is removed
- Product Access Granted: Runs when access to the product is granted
- Product Access Removed: Runs when access to the product is removed
- Product Started: Runs when the product starts
- Product Completed: Runs when product is completed
- User Login: Runs when the user logs in membership
Step 2: How To Use the Membership Triggers
- Navigate into a Workflow.
- Click “Add New Workflow Trigger” at the top.
- In the popup on the right, name your Workflow Trigger (optional).
- Choose a Workflow Trigger from the dropdown (scroll toward the bottom of the list for Membership Triggers).
- Add the needed actions
- Click “Save Trigger” to add the trigger to your Workflow
- Once the workflow is ready, publish and save it
Pro Tips:
- In Workflows, you can have several triggering events set to fire off the same series of actions. Perhaps you want one Workflow to run when an Offer Access is granted or a Product Access is granted. Both triggers can be used in the same workflow.
- You can add filters to the Workflow triggers to add further specifications for how they operate. When adding a Workflow Trigger, click “Add filters” and choose one or more. (In the example below, we filtered out a specific offer so the Workflow would run when a specific offer access is granted. Without this specification of a particular offer, the trigger would run for any offer access granted.)