Workflows can be created for a multitude of triggering actions, with any series of follow-up actions/events you wish to customize for your business. The versatility allows you to customize the triggers and actions for your needs completely. For example, you may want to create a workflow to be notified when a contact logs in to the Membership area of Enrollio. This can help you track membership activity.
Follow these steps to create this type of Workflow:
In the Workflow builder, add a trigger for “User Login”.
NOTE: “User” here means a membership user or a contact who has signed up for your membership. This is not a “User” of Enrollio as in another team member in your workplace.
Save your changes.
You have many options to customize the actions, from if/else conditions, to sending an email or SMS, assigning a tag, and sending internal notifications. Customize the action(s) as you wish that makes sense for your business!
Add an Internal Notification action for the user assigned to the contact, such as this example:
Make sure to save your changes, and publish the Workflow before using it.
