Workflow Trigger: Membership Category Started

July 30, 2024•1 min read

The Membership Category Started 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 started.

Add the trigger with filters for the product and category and save

Here is an example of a course structure and where a category is located in a membership product: (See Screenshot Below)

Add a Send Email action and use the category custom values to make it more personal.

Add an internal notification using custom values to set a timestamp and provide details that refer to the category.

Please Note: You can use the If/Else action to create branches based on the category involved if you use more than one category as a trigger. (See Screenshot 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.

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