Workflow Guide: Granting an Offer

Please Note: We will be “Granting an offer to a membership” as if the client already made a purchase.

https://lh4.googleusercontent.com/720DovoCOcb46DnBTC8SFTjBbrpC4ci8fYJ9m4AoUXnPwTiLFxV2w6t56FhtntBNb7QPxQzyGXltlxg_iPna8QytYFtIvyyAQG1KM2Gpr8QjDBpyQGBym0sT94j3bPFONLOZapVmG9CTV8FlsAT_qRclh4.googleusercontent.com

• In this example, it's an order form as if they had made a purchase (On a funnel or website, on a particular page, a product, and the submission type.)

https://lh3.googleusercontent.com/Xoe4NYap15BifRN6htAnyA4ytjvpgX44v0LWzH_DjSRRY_SWh9vSARrTTyQjnfAl5BdOzdVnIIQD4W-BZ3rh0qexqqzTd_D_vUlCERuZPNR1rxTJeRFYDz2UVT2NdtKpsuxCcwtmsP7_dr1_Kr3r0iQlh3.googleusercontent.com

• Next grant the offer – This will trigger the workflow guide “Sending Membership Credentials”

https://lh6.googleusercontent.com/nAy1yKDUn2bLxx1ESoTmszjO_CsWSDODy3_qGLEyKMFKtyMksKGPUfpYuJKAyUhgRccLN6pkJXw6xTkJf1DiBhh3C-RvZwbnmtgO85BUUocSjGCci-KQRPBpK1EOA3DhBhOUKWnHZrqBuEeWAVWzHm0lh6.googleusercontent.com

https://lh5.googleusercontent.com/zUlCWMGh1QyTBU0Tz6pMv2NPNKa92Ol01B2kMqYWFevAUuVVwd1Uk9KBL2GrUEr3gzf1L-mX0XmWB3GhBfl63DxNmfaAr-Z537CoFlqSkdfPbXerMYMy_jqw0jLtN4Oap9DUPbksD_rTxHPRNX75jm4lh5.googleusercontent.com

• Select the “+” button below the Membership Grant Offer trigger- This will pull up multiple choices where you can add specific actions related to the purchase.

https://lh6.googleusercontent.com/pCXiBsbgRUDXM--kSU8VDu2tTv9GLBpVXW0Rdyv0-bzzkDUV1e7raoEwowQy4tS6BXDCCTAYz3a9nUfEkxUxtHuinW8QWBKXKEUSxtm8ONv9vpI9QhFqcyoZH7VKGdly0F2EDfNul4qUHM2oDPXIhbglh6.googleusercontent.com

• Select the “Send Email button”

For example: Making an email that confirms their purchase ****(you can add a custom message)

https://lh3.googleusercontent.com/Vf9VbBkJs10qVxbQA4lzTf2uPyEPr_04XaNg6WbAHCDAVw6JoJQzf8VHXaICU6cFdUlvUjJwfc6CZg_aV56ZAAFtCejSxOUEZk1DvKP2Gkp0mMQy-29Vy4EbIaQTC2DoYHCGb_HaDGQsNyQ84c4xyZYlh3.googleusercontent.com

• Make sure you click the “Save Action” button

https://lh4.googleusercontent.com/jW9SzgE_jhkU1hd0aJbdFgt1TFjO3abK4aR0Dw27J1L7Jzpp27tfwD7xKOpqAR2WWBmghtVeJKnF1vZ4nwQdDE7E6yOvROiB3PvsQwW5pYcGgOpu9HDBLjKsPjHVnwtNXHPEXGY7rl3oaAjXNfZjjKolh4.googleusercontent.com

• You can also “Add Contact Tag” (For Example) that they purchased, or any custom note that you want to be tagged on this customer

https://lh6.googleusercontent.com/iTZXcawG1M3M-mK2xAuCF3TST754qp-2WunJz53PezrZj4K5h4lNypOd5E5VfAF2vOvOpn2i0RUFmqXSfkC1hEvyj15Xx_yaOBBZJrElMjE3YupsWtCa3fMk4CEs9hxios3ftZmSPdtKZtxC2B_bAO8lh6.googleusercontent.com

https://lh3.googleusercontent.com/eZDgAKSnxxWTQaJm3IpGRYdc46aLou3BHKxfjReFwqFV_5MXfQnp5K6TqjNaJlbZrb6I_P8nfPrHFQvcgd4K2P9FXEo66ulG5qAwaOsBse0UlQ2j74RwPHBt4wJ2t7P_p8gdWEJbM40bXC6sa1hVjwglh3.googleusercontent.com

• If you want someone to know internally that the customer made a purchase you can do so by Selecting “Send Internal Notification”

https://lh6.googleusercontent.com/30yZMYtWo5y0FqgasSFeVkHoz9xoc3hc7bC3nA6YuhBGBY7hw6irSnO4SuSAERU6vPlO_DqRLyfDB183MHxPn_xSefLk63F4sx6wqhsIbzetAXdOIv7T5RXf-v015t-3VzTKVsA2TVG_3vqEPeAOK4olh6.googleusercontent.com

• Click the “Custom Values” Tab when using an internal email notification and under “Contact” go over to the “Email” option and use this value to identify the contact

https://lh5.googleusercontent.com/scoc8BuBoKj_exW9_Npx0zfRnCQf5Gb-HPG4vBUjci-nKjmWpLt-YgAdlVYQx2hQZYMjvLKqUdmxAmwllgMMiR98-OtdmrXiI0SvNMRMRwEZ7FQp4PD318oXd8ko9mx2VsSdlc-5R4f_JcnAQHWpm_4lh5.googleusercontent.com

• Once completed select the “Save Action” button

• Publish and save the workflow (top right of the screen)

https://lh3.googleusercontent.com/eOHTdKXbGcjKMlajfyXBmyfBhvI1WagTqnxxbHpZOrJOyg-6MDNRd8XzEOD4WZuKBjz5t-R5g2dU1Hes-NM3J31fNpQylRjeKQ_AWO-HRxU4LFPeK3oB4SpdJ4yiCQzpxQuddtIss2rt-ljF9jax2gAlh3.googleusercontent.com

This will now notify an internal user of your choice