In this article, you will learn more about the membership triggers within the Workflow builder.
Step 1: What are the Membership Trigger Options?
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Category Started: Runs when a category of specific products starts
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Category Completed: runs when a category of specified product gets completed
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Lesson Started: Runs when a lesson starts
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Lesson Completed: Runs when a lesson gets completed
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Membership New Sign Up: A customer/lead subscribed for membership
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Offer Access Granted: Runs when access to the offer is granted
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Offer Access Removed: Runs when access to the offer is removed
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Product Access Granted: Runs when access to the product is granted
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Product Access Removed: Runs when access to the product is removed
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Product Started: Runs when the product starts
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Product Completed: Runs when product is completed
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User Login: Runs when the user logs in membership
Step 2: How To Use the Membership Triggers
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Navigate into a Workflow.
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Click “Add New Workflow Trigger” at the top.
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In the popup on the right, name your Workflow Trigger (optional).
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Choose a Workflow Trigger from the dropdown (scroll toward the bottom of the list for Membership Triggers).
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Add the needed actions
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Click “Save Trigger” to add the trigger to your Workflow
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Once the workflow is ready, publish and save it
Pro Tips:
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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.
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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.)