Automate adding an offer to record
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.
Step 1: Add the Trigger Order Form Submission
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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.
Step 2: Add the Membership Grant Offer action
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Add the Membership Grant Offer action. This action will trigger the workflow guide “Sending Membership Credentials”.
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Make sure to filter by the name of the offer. Otherwise, this action will give access to all the offers.
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Save the action
Step 3: Add the additional actions you need
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Click on the + sign to add actions
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Select an action from the options on the right side
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For example, you can add an action email step to make an email that confirms their purchase (you can add a custom message)
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Make sure you click the “Save Action” button
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You can also “Add Contact Tag” (For Example) that they purchased, or any custom note that you want to be tagged on this customer
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If you want someone to know internally that the customer made a purchase you can do so by Selecting “Send Internal Notification”
Step 4: Complete Setup
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Once your workflow is completed publish and save the workflow (top right of the screen)
