The Membership Category Completed trigger will activate a Workflow when a contact begins or interacts with a specific category in a membership. In this article, we will go over how to use this trigger to track specific membership products and send additional resources once a category has been completed.
Step 1: Creating and Editing the Trigger
- Navigate to Workflows
- Create a new Workflow or click into an existing one
- Click Add New Workflow Trigger
- Name your Workflow Trigger
- Select Category Completed under the Membership triggers section of the dropdown.
- Add the trigger with filters for the product and category and save.
NOTE: If you don’t select filters, this will run for any category completed. If you filter more specifically, you can choose to have the Workflow run when a specific product’s course and category are completed.
Please Note: Custom values are available for customization of emails. If/Else fields are also available for filtering when using multiple lessons. (See Screenshots Below)