Courses Triggers Overview in the Workflow Builder

Courses Triggers Overview in the Workflow Builder

In this guide, you'll discover how to use course-related triggers within the Workflow Builder to automate processes related to your course offerings.

Step 1: What Are the Available Course Triggers?

• Category Started: Triggers when a category of specific products begins.

• Category Completed: Triggers when a category of specific products is completed.

• Lesson Started: Triggers when a lesson starts.

• Lesson Completed: Triggers when a lesson is finished.

• New Sign Up: Activates when a customer or lead signs up for membership.

• Offer Access Granted: Activates when access to an offer is granted.

• Offer Access Removed: Activates when access to an offer is revoked.

• Product Access Granted: Activates when access to a product is granted.

• Product Access Removed: Activates when access to a product is revoked.

• Product Started: Triggers when a product starts.

• Product Completed: Triggers when a product is completed.

• User Login: Triggers each time a user logs into their membership.

Step 2: How to Use the Membership Triggers

1. Open your Workflow: Navigate to the Workflow Builder.

2. Add New Trigger: Click the “Add New Trigger” button at the top.

3. Name the Trigger (Optional): In the pop-up on the right, you can name your Workflow Trigger.

4. Select a Trigger: Scroll through the dropdown and select a Course Trigger from the list.

5. Add Actions: Once you’ve selected the trigger, add the corresponding actions.

6. Save: Click "Save Trigger" to finalize and add it to your Workflow.

7. Publish: Once everything is ready, publish and save your Workflow.

Pro Tips:

• Multiple Triggering Events: You can set up multiple course-related triggers to activate the same set of actions. For example, you could create a Workflow that runs when either "Offer Access Granted" or "Product Access Granted" occurs.

• Filter Triggers: You can filter triggers to be more specific. When setting up a Workflow Trigger, click "Add Filters" to narrow down the conditions (e.g., specifying a particular offer).

FAQ

Q1: Can I use multiple membership triggers in a single workflow?
Yes, you can. For example, you can use both "Offer Access Granted" and "Product Access Granted" to trigger the same actions.

Q2: How do I filter triggers to target specific offers or products?
When setting up your trigger, click "Add Filters" to specify offers, products, or categories. This ensures your workflow only activates under certain conditions.

Q3: Can I trigger a workflow for both product access granted and removed events?
Yes, set up separate triggers for "Product Access Granted" and "Product Access Removed" to automate different actions based on these events.

Q4: Will the workflow trigger if a user logs in multiple times?
Yes, the "User Login" trigger will activate each time the user logs in, perfect for actions like sending welcome-back messages or tracking activity.