Workflow Action: Course Revoke Offer

Workflow Action: Course Revoke Offer

The Course Revoke Offer Workflow Action allows you to create a workflow that automatically revokes a course offer from any contact added to the workflow. This article provides an overview of how to set up a workflow using the Course Revoke Offer Workflow Action.

Step 1: Start a New Workflow or Edit an Existing One

Step 2: Set Up Applicable Workflow Trigger(s)
We offer multiple articles that explain how to set up each of the Workflow Triggers. Feel free to review these resources for more detailed guidance.

Pro Tip: You can use any Workflow Trigger to initiate the Course Revoke Offer Workflow Action, or you can leave this workflow without any triggers.

Step 3: Setting Up the Course Revoke Offer Workflow Action

1. Click the “+” symbol below the trigger to add an action.

2. In the Actions menu, select Course Revoke Offer from the CRM section or use the search feature. Upon selection, the Action setup menu will appear.

3. (Optional) You can change the display name of this action within the workflow builder using the textbox below Action Name. Note that this change will only affect the display name within the builder and has no impact on the action’s content or functionality.

4. Under Offer, select the course offer you want to revoke from contacts added to this workflow.

5. Click Save in the bottom right corner of the Action setup menu.

Step 4: Save the Workflow
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 Save is set to Publish.

Don’t forget to test your workflow to ensure it is set up correctly by using the Test Workflow button next to the Publish toggle switch. For a comprehensive overview of testing workflows, refer to our article on “Using the Testing Features in Workflows.”

Now your workflow is set up and ready to go with the Course Revoke Offer Workflow Action!

FAQs

1. Why is it important to test the workflow after setting it up?
   Answer: Testing the workflow ensures that the action correctly revokes the course offer from the intended contacts. This step helps identify and resolve any issues before the workflow goes live, ensuring smooth operation.

2. What happens if I do not set the workflow to Publish?
   Answer: If the workflow is not set to Publish, it will remain inactive and will not execute, even if the triggers and actions are correctly configured. Ensure that the toggle switch under Save is set to Publish to activate the workflow.

3. Can I edit the Course Revoke Offer action after it has been set up?
   Answer: Yes, you can edit the Course Revoke Offer action by returning to the workflow and adjusting the action settings, including the selected course offer or the action’s display name.

4. What are some use cases for the Course Revoke Offer Workflow Action?
   Answer: Common use cases include revoking access for contacts who no longer meet specific criteria, managing course access for expired trials or subscriptions, or removing offers from contacts who have canceled their membership.

5. Can I add multiple Course Revoke Offer actions in the same workflow?
   Answer: Yes, you can include multiple Course Revoke Offer actions in the same workflow if you need to revoke different course offers from contacts based on various conditions.

6. What should I name my workflow when using the Course Revoke Offer action?
   Answer: Naming your workflow descriptively, such as “Revoke Expired Course Access” or “Remove Course Offers,” helps keep your workflow organized and easily identifiable.

7. Where can I find more information on setting up Workflow Triggers and Actions?
   Answer: For additional information, refer to related articles that provide detailed instructions on setting up various Workflow Triggers and Actions. These resources will help you optimize your workflow configuration and ensure all components are correctly established.