Workflow Trigger: Membership New Signup

July 30, 2024•2 min read

Membership New Signup will activate when a contact is granted an offer for the first time. By using Membership New Signup you now have access to new custom values. You would use this trigger to provide credentials for a membership offer. These are called Membership Contact and are at the bottom of the Custom Values list right above your unique custom values in an email builder

Membership New Signup signifies an action was done by the contact– they filled out a form, made a purchase, etc, or can be viewed as the first offer granted. While Offer Access Granted implies an action done by YOU or a workflow permitting them to access the offer after the first time. Please view our articles on memberships for more information.

Add the trigger with a filter for the offer and save

Note: The Membership Grant action will trigger the default email or the membership new signup triggers for membership emails.

Please Note: You can grant an offer manually from the contact page but this is not the best option if you are using a workflow to send login credentials. This will only work correctly for templates in email settings. If you enabled the templates in Membership > Settings > Email Settings. View our articles on magic links and membership emails for more information.

Please Note: Credentials not sending can be fixed by sending a magic link or a password reset from the contact area. View our articles on granting membership offers for more information.

Please Note: If you use the Offer Access Granted Trigger keep in mind credentials will not be sent. Credentials will only populate the first time an offer is granted when using the Membership New Signup trigger with workflows.

Please Note: You would also add the Offer Access Granted Trigger to the workflow if login credentials are irrelevant. Credentials will only populate the first time an offer is granted when using the Membership New Signup trigger with workflows.

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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