Step 1: Creating and Editing the Trigger
Navigate to Workflows
Create a new Workflow or click on an existing one
Click “Add New 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)
FAQ’s
1. Can I trigger a Workflow for specific categories only?
Yes, by adding filters to the trigger, you can specify that the Workflow only runs when a particular product’s course and category are completed. This allows you to target specific content within your membership.
2. What can I do once a category is completed in a membership?
Once a category is completed, you can use the Workflow to send additional resources, follow-up emails, or other communications to the contact. This helps in enhancing the learning experience and keeps the member engaged.
3. What are custom values, and how can they be used in this Workflow?
Custom values are placeholders that automatically populate with specific information related to the contact or membership. In this Workflow, custom values can be used to personalize emails or other communications, making the messages more relevant and tailored to the member’s experience.
4. How can If/Else fields be used in this Workflow?
If/Else fields allow you to create conditional logic within the Workflow. For example, you can set up different actions based on whether the contact has completed multiple lessons or only a specific category. This helps in delivering targeted content based on the member’s progress.
5. Can I use this trigger to track progress across multiple categories?
Yes, you can use the If/Else fields within the Workflow to track and respond to progress across multiple categories. This allows you to create more complex and responsive learning paths within your membership site.