Workflow Action: Membership Grant Offer

July 31, 2024•0 min read

The action “Membership Grant Offer” will add access to the contact for a membership offer/product.

Keep in mind this will only send an email with login details if you have the template enabled in Membership > Email Settings. Otherwise, you would use an additional workflow with the Membership New Signup trigger for unique to membership login detail emails. Please see our other articles on memberships for assistance with this.

Please Note: Login details will only send the first time an offer is granted to a contact.

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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