Step 1: Start a new workflow or edit an existing one
Step 2: Creating and Editing the Trigger
Click “Add New Workflow Trigger”
Select Product Completed in the Membership section of the Workflow Triggers Menu or use the search feature. Once selected, the Trigger setup menu will appear.
(Optional) You can change the display name of this trigger within the Workflow Builder using the text box under Workflow Trigger Name. Note that this will only affect the display name within the workflow builder. No other content or functionality will be affected by this.
Press + Add filter to show the Filters section of the Trigger setup menu
In the first drop-down menu that appears, you can filter by the parameter, Product, which will open an additional drop-down menu with the options is any of or is none of
Product > is any of will then allow you to select one or multiple membership courses which you want to trigger this workflow. In this case, any courses NOT selected WILL NOT trigger this workflow
Product > is none of will then allow you to select one or multiple membership courses to exclude from triggering this workflow. In this case, all membership courses NOT selected WILL trigger this workflow
You can also add a filter with a Custom Fields parameter which will only allow contacts who have the selected custom field applied to them to be added to this workflow.
If you choose to leave the Filter section blank (i.e. if you don’t add any filters) then this workflow will be triggered any time any customer completes any of your membership products.
Press Save Trigger in the bottom right corner of the Trigger setup menu
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 Save is set to Publish
Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch.
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.