Workflow Membership Credentials/Welcome Email
Please Note: This guide assumes that your contacts are granted access to the membership offer through another method or workflow.
- Select
- On the right side of the screen, there is an “
- Select the green “
- Next, select the
- Blue highlighted values are shown below
- This will only work
- Select the green “
- Publish the workflow and save!
Example of Granting an offer:
Please Note: In this example workflow, we will be “Granting an offer to a membership” as if the client made a purchase
- In this example, it's an order form as if they had made a purchase (On a funnel or website, on a particular page, a product, and the submission type.)
- Next grant the offer – This will trigger the workflow guide that was created (
- Select the “
- Select the “
For example: Making an email that confirms their purchase (you can add a custom message
- Make sure you click the “
- You can also “
- If you want someone to know internally that the customer made a purchase you can do so by Selecting “
- Click the “
- Once completed select the “
This will now notify an internal user of your choice.