Once a lead has purchased in an order form, you can automate adding an offer to their record so they can access a specific offer. In this article, you will learn how you set this up inside a workflow.
Note: We will be “Granting an offer to a membership” as if the client has already made a purchase.
You will need to have a trigger Order Form Submission and filter by the product name, the page, the funnel/website, and the submission type. If you don’t filter this trigger, every time a purchase is made, this workflow will execute for the lead.
Add the Membership Grant Offer action. This action will trigger the workflow guide “Sending Membership Credentials”.
Make sure to filter by the name of the offer. Otherwise, this action will give access to all the offers.
Save the action
Click on the + sign to add actions
Select an action from the options on the right side
For example, you can add an action email step to make an email that confirms their purchase (you can add a custom message)
Make sure you click the “Save Action” button
You can also “Add Contact Tag” (For Example) that they purchased, or any custom note that you want to be tagged on this customer
If you want someone to know internally that the customer made a purchase you can do so by Selecting “Send Internal Notification”
Once your workflow is completed publish and save the workflow (top right of the screen)
