Workflow Action: Course Revoke Offer

Overview

The Enrollio Course Revoke Offer action automates the process of revoking access to specific dance courses from your contacts. This tool is particularly useful for managing studio class subscriptions, expiring access for dance sessions, or removing course access when certain conditions – such as expired subscriptions or completed sessions – are met within your workflow.

Action Name

• Course Revoke Offer

Action Description

The Enrollio Course Revoke Offer action is designed to automatically remove access to particular dance classes when certain conditions apply. For example, this action can be used when a subscription expires, a payment fails, or when a student completes a course, ensuring that only current members have access to ongoing classes.

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

Step 2: Set up applicable Workflow Trigger(s). We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles on these for more information on setting these up.

Pro Tip: You can use any Workflow Triggers to trigger the Membership Revoke Offer Workflow Action or you can leave this workflow without any triggers.

Step 3: Setting up the Course Revoke Offer Workflow Action

• Click on the “+” symbol below the trigger to add an action.

• Under Actions, select Course Revoke Offer in the CRM section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear

• (Optional) You can change the workflow builder display name of this action using the textbox below Action 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 Action.

• Under Offer select which Membership Offer you want to have revoked from contacts that get added to this workflow. 

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

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 Membership Revoke Offer Workflow Action!

Example Scenario

Imagine you want to automatically revoke access to the "Junior Ballet Basics" class when a student's subscription expires. Here’s how you might set it up:

• Workflow Setup:

  • Trigger: Contact (or student record) tag changes to "expired"

  • Action: Course Revoke Offer

  • Name: "Revoke Access to Junior Ballet Basics"

  • Course: "Junior Ballet Basics"

  • Revocation Condition: Subscription Expiry

  • Action: Send email notification

    • Subject: "Your Access to Junior Ballet Basics Has Been Revoked"

    • Template: "Junior Ballet Basics Notification"

    • From Email and Name: Defaults to your studio’s contact details

• Outcome:When a student’s subscription status changes to "expired," their access to the "Junior Ballet Basics" class is automatically revoked. This systematic approach ensures that only active members of your dance studio retain access to ongoing classes.

This Enrollio action helps you manage your studio’s course offerings efficiently while ensuring a smooth transition when a student's enrollment status changes. Happy dancing and smooth studio management with Enrollio!