Workflow Trigger: Membership Product Started

July 30, 2024•1 min read

The Membership Product Started trigger will activate a Workflow when a contact begins or interacts with a specific product 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 product has been started.

Step 1: Creating and Editing the Trigger

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

Name your Workflow Trigger
Select “Product Started” under the Membership triggers section of the dropdown.

Add the trigger with filters for the product and save.
- Note: If you do not add filters, this will fire any time a product has been started. It is recommended to use filters to further customize the workflow.

Once you’ve set up your trigger, you can then follow up with automation to the contact to provide more detailed information or an introductory email or text.

You can also use specific membership-related custom values to insert text automatically. We have an example below of usage.

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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