Navigate to Workflows
Create a new Workflow or click on an existing one
Click “Add New Workflow Trigger”
Name your Workflow Trigger
Select “Product Started” under the Membership triggers section of the dropdown.
Add the trigger with filters for the product and save.
Note: If you do not add filters, this will fire any time a product has been started. It is recommended to use filters to further customize the workflow.
Once you’ve set up your trigger, you can then follow up with automation to the contact to provide more detailed information or an introductory email or text.
You can also use specific membership-related custom values to insert text automatically. We have an example below of usage.
