What is the Offer Access Removed Workflow Trigger?
The Offer Access Removed workflow trigger activates when a student's access to a specific dance class offer or promotional discount is revoked. This tool allows you to automate follow-up actions such as notifying the student, updating your studio's records, or informing your team about the change. By integrating this trigger into your workflows within Enrollio, you can streamline your operations, manage class access effectively, and improve communication with students and staff.
Key Benefits of the Offer Access Removed Trigger
Automated Notifications: Instantly notify students and studio staff when access to a dance class promotion is revoked, ensuring everyone stays informed.
Enhanced Workflow Efficiency: Automate repetitive tasks like updating student records or sending follow-up emails, saving time and reducing errors.
Improved Customer Experience: Provide clear communication and guidance to students after access is revoked, helping maintain transparency and trust in your studio.
Streamlined Operations: Efficiently manage class access and promotional offers so that only eligible students gain or retain access.
Customizable Filters: Use filters to target specific dance class offers, ensuring the automation works exactly as needed for your studio.
Configuring the Trigger: A Step-by-Step Process
Access Workflow Settings: Navigate to your automation or workflow settings in Enrollio. You can create a new workflow from scratch or select an existing one where you want to implement the "Offer Access Removed" trigger.
Add a New Workflow Trigger: Click “+ Add New Trigger” and select "Offer Access Removed" from the dropdown menu.
Name Your Trigger: Provide a descriptive name that reflects the specific dance class offer, such as “Ballet Class Discount Revoked.”
Configure Filters: Refine the trigger criteria by setting filters to target the specific offer. For example, select the "Beginner Ballet Promo" that will activate the workflow once access is removed.
Save the Trigger: Click the appropriate button to save your configuration.
Test and Publish: Test the workflow with sample data to ensure it triggers correctly. Once validated, enable the Publish toggle to activate the workflow.
Use Cases for Your Dance Studio
Access Revocation Email for Dance Class Discounts:• Scenario: A student loses access to a promotional discount for a special dance class session.• Trigger Setup:
Trigger: Offer Access Removed
Filter: Offer: “Junior Jazz Promo”• Outcome: An email is sent to the student explaining that the discount is no longer available, along with information on alternative class options.
Internal Notifications for Membership Changes:• Scenario: A student’s access to a premium membership, such as unlimited classes or special workshop access, is revoked.• Trigger Setup:
Trigger: Offer Access Removed
Filter: Offer: “Advanced Hip Hop Membership”• Outcome: The studio manager or relevant team member is notified to follow up with the student regarding membership renewal or alternative plans.
CRM Updates for Access Tracking:• Scenario: A limited-time dance class offer is revoked, and the student's record needs a quick update for accurate tracking.• Trigger Setup:
Trigger: Offer Access Removed
Filter: Offer: “Summer Dance Camp Early Bird”• Outcome: The student's Enrollio profile is automatically updated to reflect the removal, and the record is tagged appropriately for reporting.
Frequently Asked Questions
Can this trigger handle multiple offers in the same workflow? Yes, you can configure the workflow to activate for multiple dance class offers by adding additional filters or setting broader criteria.
What happens if access to the same offer is revoked multiple times for a student? The trigger will activate each time access is removed. It's important to design your workflows with conditions to avoid redundant actions and communications.
How can I ensure the workflow targets the correct dance class offer? Use the “Offer” filter to specify the exact promotional offer. Be sure to test the workflow with sample data to confirm it triggers as expected.
Can this trigger be combined with other triggers in a workflow? Yes, the Offer Access Removed trigger can be used alongside other triggers, such as “Tag Added” or “Opportunity Status Changed,” to create more advanced workflows tailored to your studio's needs.
By tailoring your automation with Enrollio's Offer Access Removed trigger, you can ensure that your dance studio runs smoothly, keeping both students and staff informed of changes in class offers or promotions. Enjoy the increased efficiency and improved communication as you focus on creating a delightful experience for your young dancers!