Workflow Trigger: Category Completed

July 30, 2024•1 min read

The Membership Category Completed trigger will activate a Workflow when a contact begins or interacts with a specific category in a membership. In this article, we will go over how to use this trigger to track specific membership products and send additional resources once a category has been completed.

Step 1: Creating and Editing the Trigger

Navigate to Workflows
Create a new Workflow or click into an existing one
Click “Add New Workflow Trigger”

Name your Workflow 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)

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.

Back to Blog