Workflow Trigger: Membership Category Started

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

• Add the trigger with filters for the product and category and save

• Here is an example of a course structure and where a category is located in a membership product: (See Screenshot Below)

• Add a Send Email action and use the category custom values to make it more personal.

• Add an internal notification using custom values to set a timestamp and provide details that refer to the category.

Please Note: You can use the If/Else action to create branches based on the category involved if you use more than one category as a trigger. (See Screenshot Below)