Membership Triggers Overview for the Workflow Builder

Workflow

July 30, 2024•2 min read

In this article, you will learn more about the membership triggers within the Workflow builder.

Step 1: What are the Membership Trigger Options?

Category Started: Runs when a category of specific products starts
Category Completed: runs when a category of specified product gets completed
Lesson Started: Runs when a lesson starts
Lesson Completed: Runs when a lesson gets completed
Membership New Sign Up: A customer/lead subscribed for membership
Offer Access Granted: Runs when access to the offer is granted
Offer Access Removed: Runs when access to the offer is removed
Product Access Granted: Runs when access to the product is granted
Product Access Removed: Runs when access to the product is removed
Product Started: Runs when the product starts
Product Completed: Runs when product is completed
User Login: Runs when the user logs in membership

Step 2: How To Use the Membership Triggers

Navigate into a Workflow.
Click “Add New Workflow Trigger” at the top.
In the popup on the right, name your Workflow Trigger (optional).
Choose a Workflow Trigger from the dropdown (scroll toward the bottom of the list for Membership Triggers).

Add the needed actions
Click “Save Trigger” to add the trigger to your Workflow
Once the workflow is ready, publish and save it

Pro Tips:

In Workflows, you can have several triggering events set to fire off the same series of actions. Perhaps you want one Workflow to run when an Offer Access is granted or a Product Access is granted. Both triggers can be used in the same workflow.

You can add filters to the Workflow triggers to add further specifications for how they operate. When adding a Workflow Trigger, click “Add filters” and choose one or more. (In the example below, we filtered out a specific offer so the Workflow would run when a specific offer access is granted. Without this specification of a particular offer, the trigger would run for any offer access granted.)

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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