Workflow Trigger: Product Access Granted

The Product Access Granted Workflow Trigger allows you to build a workflow that will trigger whenever a contact is given access to your membership/course products. The contact who receives access to your applicable membership/course products will be added to the workflow. This article will give an overview of how to build a workflow using the Product Access Granted Workflow Trigger.

Note that this article will assume that you have already built Membership Products. For an overview of how to create Membership Products, see our article “How to Create and Edit Categories in Memberships”

Key Benefits of the Product Access Granted Trigger

  • Efficient Onboarding: Automate welcome emails, instructional content, and next steps to streamline the onboarding process for new customers.
  • Enhanced Customer Experience: Provide timely, personalized communication that improves customer satisfaction and engagement.
  • Optimized Operations: Save time and reduce errors by automating tasks like updating CRM records and managing email lists.
  • Improved Tracking and Reporting: Maintain accurate records of customer access in the CRM, enhancing tracking and analytics.
  • Tailored Responses: Use filters to target specific products and create customized workflows for different customer segments.

Navigation

Step 1: Start a new workflow or edit an existing one

  • Navigate to Automation on the left > Workflows on the top and create a new workflow or edit an existing one

Step 2: Creating and Editing the Trigger

  • Click “Add New Trigger”


  • Select Product Access Granted in the Courses section of the Workflow Triggers Menu or use the search feature. Once selected, the Trigger setup menu will appear

  • (Optional) You can change the workflow builder display name of this trigger using the textbox below the Workflow Trigger Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Trigger.

  • Press + Add filters to expand the Filters section of the Trigger setup menu
    • If you do not add any filters to this section, then any time a contact is given access to any Membership Product, they will be added to this workflow
    • The Select Product filter parameter will only allow this workflow to be triggered when a contact is given access to a selected product
    • You can filter by Custom Fields which you would set up elsewhere in your account. Filtering by these fields will only allow contacts who meet your Custom Value parameters to be added to this workflow

  • Press Save Trigger in the bottom right corner of the Trigger setup menu


Step 3: Set up applicable Workflow Action(s). We have multiple articles available to explain the setup of each of the Workflow Actions. Feel free to review our articles on these for more information on setting these up.


Pro Tip: You can use any Workflow Actions to be triggered by the Product Access Granted trigger or you can leave this workflow without any actions.

Step 4: Press Save in the top right corner of your browser to save the workflow

  • If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish
  • Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch. 
    • For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Now your workflow is set up and ready to go with the Product Access Granted Workflow Trigger.

Use Cases for the Product Access Granted Trigger

Welcome Email for Online Courses

Scenario: A customer is granted access to an online course and requires guidance to get started.

Trigger Setup:

  • Trigger: Product Access Granted
  • Filter: Select Product: “Learn Python Basics”

Outcome: The workflow sends a personalized welcome email with onboarding instructions, access details, and links to the first module.

Product Access for Exclusive Content

Scenario: A customer gains access to a library of exclusive content, and the marketing team needs to track engagement.

Trigger Setup:

  • Trigger: Product Access Granted
  • Filter: Select Product: “VIP Content Library”

Outcome: The workflow tags the customer in the CRM, adds them to the content update email list, and sends a welcome email with instructions for accessing the library.

Event Ticket Access Confirmation

Scenario: A customer receives access to a virtual event ticket and needs event details.

Trigger Setup:

  • Trigger: Product Access Granted
  • Filter: Select Product: “Virtual Event Pass”

Outcome: The workflow sends an email containing event details, including login instructions and a schedule of sessions.

Upsell Opportunities for Product Users

Scenario: A customer gains access to a basic product, and the system wants to recommend premium upgrades.

Trigger Setup:

  • Trigger: Product Access Granted
  • Filter: Select Product: “Basic Plan”

Outcome: The workflow sends an email showcasing premium upgrade options and exclusive features, encouraging the customer to explore additional offerings.




FAQ’s


1. Do I have to add Workflow Actions after setting up the trigger?

  • Answer: Adding Workflow Actions is optional. You can set up actions that are triggered when a contact is granted access to a product, or you can leave the workflow without actions if no additional steps are needed.

2. What Workflow Actions can be used with the Product Access Granted trigger?

  • Answer: Any Workflow Actions can be used with the Product Access Granted trigger, such as sending an email, adding tags, or updating contact information. The actions you choose will depend on your specific needs for the workflow.

3. How do I enable my workflow after setting it up?

  • Answer: To enable the workflow, make sure the toggle switch under Save is set to Publish. This will activate the workflow, allowing it to run as intended whenever the trigger conditions are met.

4. Why should I test my workflow after setting it up?

  • Answer: Testing your workflow ensures that it is set up correctly and functions as expected. The Test Workflow button allows you to identify and fix any issues before the workflow goes live, improving reliability.

5. What should I do if my workflow isn’t working as expected during testing?

  • Answer: If your workflow isn’t working as expected during testing, review the trigger and action setups to ensure all settings are correct. Adjust filters, double-check the trigger parameters, and make sure the actions are properly configured.

6. Can I edit the Product Access Granted trigger after it has been set up?

  • Answer: Yes, you can edit the Product Access Granted trigger at any time by going back into the workflow and adjusting the trigger settings, filters, or trigger names as needed.

7. Where can I find more information on creating Membership Products for the trigger?

  • Answer: For more information on creating Membership Products, refer to the article “How to Create and Edit Categories in Memberships.” This article provides an overview of building membership products that can be used with the Product Access Granted trigger.

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