Step 1: Start a new workflow or edit an existing one
Step 2: Set up applicable Workflow Trigger(s). We have multiple articles available to explain the setup of each of the Workflow Triggers. Feel free to review our articles on these for more information on setting these up.
Pro Tip: You can use any Workflow Triggers to trigger 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
Click on the “+” symbol below the trigger to add an action.
Under Actions, select Course Revoke Offer in the CRM section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear
(Optional) You can change the workflow builder display name of this action using the textbox below Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.
Under Offer select which Course Offer you want to have revoked from contacts that get added to this workflow.
Press Save in the bottom right corner of the Action setup menu
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 Course Revoke Offer Workflow Action!
FAQ’s
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 fix any issues before the workflow goes live, ensuring the workflow operates smoothly.
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 set up. Make sure 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 add 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 more 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 set up.