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.)