# Workflow Guide: Granting an Offer

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

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* 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.)

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

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* 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.

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* Select the “_**Send Email button”**_

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

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* Make sure you click the “_**Save Action**_” button

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

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* If you want someone to know internally that the customer made a purchase you can do so by Selecting “**Send&#x20;**_**Internal Notification**_”

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* Click the “_**Custom Values**_” Tab when using an internal email notification and under “_**Contac**_&#x74;” go over to the “_**Email**_” option and use this value to identify the contact

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* Once completed select the “_**Save Action**_” button
* Publish and save the workflow (top right of the screen)

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This will now notify an internal user of your choice
