Workflow Trigger: Membership Lesson Started

July 30, 2024•1 min read

The Membership Lesson Started trigger will activate a Workflow when a contact begins or interacts with a specific lesson in a membership course. 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 filters to further customize the workflow, such as firing off of a specific lesson. Just add the trigger and choose the actions you would like to use.

This trigger above will filter for a specific lesson. (See Example Below)

Please Note: Custom values are available for the 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.

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