The Product Completed Workflow Trigger allows you to start a workflow whenever a customer completes one or a selection of your Membership Products. This can allow you to create any number of follow-up actions to automate your Membership Product completion strategies. This article will give an overview of how to build a workflow using the Product Completed Workflow Trigger
Step 1: Start a new workflow or edit an existing one
Step 2: Creating and Editing the Trigger
- Click “Add New Workflow Trigger”
- Select
- (Optional) You can change the display name of this trigger within the Workflow Builder using the text box under
- Press
- In the first drop-down menu that appears, you can filter by the parameter,
- Product > is any of
- Product > is none of
- You can also add a filter with a
- If you choose to leave the
- Press
Step 3: Set up applicable Workflow Action(s). We have multiple articles available to explain the setup of each of the Workflow Actions. Feel free to review our articles on these for more information on setting these up.
Pro Tip: You can use any Workflow Actions to be triggered by the Product Completed trigger or you can leave this workflow without any actions.
Step 4: Press Save in the top right corner of your browser to save the workflow
- If your Workflow is ready to be enabled, make sure the toggle switch under
- Be sure to test your Workflow to make sure it is set up correctly using the
- For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”
Now your workflow is set up and ready to go with the Product Completed Workflow Trigger.